The top-ranked locally-owned independent wealth management firms in Northwest Arkansas have exceeded $2 billion in managed assets, while another surpassed $1 billion in managed assets for the first time, according to the Northwest Arkansas Business Journal's list.
Rogers-based WealthPath Investment Advisors exceeded $1 billion in managed assets this year, up 20.8% from $827.7 million in 2025. The firm, founded in 2011, ranked No. 3 on the Business Journal's list.
"This business moves at the speed of trust," said Clay Kendall, partner at WealthPath. "Reaching $1 billion in assets under management is meaningful because of what that number represents: people, families and businesses choosing to place their trust and their assets in our care over time. We've built WealthPath patiently and steadily around relationships, a strong fiduciary foundation, and a commitment to doing what is right for clients.
"We are locally owned, intentionally small and nimble, and deeply connected to Northwest Arkansas. That allows us to know our clients, respond to them personally and think alongside them about more than just a portfolio. We're seeing that resonate with families who have been here for...
Source: Talk Business & Politics