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Asset Ascent: Three Investment Firms See 40%+ Asset Growth

The biggest of the bunch is Legacy Capital Wealth Partners (No. 7), which nearly doubled its $560 million total in 2022. The Little Rock firm s almost 82.5% climb propelled it beyond $1 billion this year.

Little rockUnited statesNew yorkNorth little rockPulaski countyMichael peeblesDeann gannAmy zaccaglinoMatt jonesBentley blackmonJackson ratcliffBrad henryAlecia doughertyBrian woodDavid trentAmanda mcintoch

Trent-Legacy Capital Split Goes to Court

The two Little Rock independent registered investment advisory firms merged under the Legacy Capital banner on Dec. 31, 2020.

Little rockUnited statesNew yorkPulaski countyJason pratherBrian woodJay stricklandDeann gannMorgan sizerMatt jonesBentley blackmonFrank mcgeheeDavid trentMichael peeblesLegacy capital groupFinancial industry regulatory authority

Echelon Wealth Advisors Transitions to Naviter Wealth, Supported by Wealth Advisor Growth Network

LITTLE ROCK, AR and ROCHESTER, NY (PRWEB) April 19, 2023 Naviter Wealth today announced the breakaway of Echelon Wealth Advisors, coordinated with the

United kingdomUnited statesRichard doughertyLittle rockAlecia fisher doughertyBentley blackmonWealth advisor growth networkCambridge investment research incNaviter wealthEchelon wealth advisorsCambridge investment researchManaging partnerEchelon wealthJohn phoenixAdvisor growth networkPress release

Naviter Wealth Forms an Alliance with Frost, PLLC Certified Public Accountants

LITTLE ROCK, AR, (PRWEB) March 23, 2023 Naviter Wealth, LLC today announced it has formed an alliance with Frost, PLLC Certified Public Accountants,

United statesLittle rockRob guntherBentley blackmonNaviter wealthPublic accountantsExecutive committee chairmanPress release

Naviter Wealth Hires Jackson Ratcliff as Managing Director

LITTLE ROCK, AR, JANUARY 30, 2023 (PRWEB) January 31, 2023 Naviter Wealth, LLC today announced it has hired Jackson Ratcliff as Managing Director.

United statesBentley blackmonLittle rockNoble corporationNaviter wealthUniversity of arkansasJackson ratcliffManaging directorInstitutional equity salesPress release

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