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Financial Planners in Bella Vista, AR: 2026 rankings

56 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bella Vista: Agate CPA, RFA Score 72/100; 5.0★ from 103 Google reviews.

  2. 46

    Most-reviewed: Bank of America (with Drive-thru ATM), 149 Google reviews at 2.7★, the most of 56 ranked; ranked #46.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

56 Bella Vista financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays, based on posted hours. The median Google rating is 4.0★ across 56 rated firms.

Top 10 financial planners in Bella Vista at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Bella Vista at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Agate CPA725.0★ (103)Rogers, 13 mi away—Top score
2Halo Wealth Management - Northwestern Mutual725.0★ (82)Rogers, 12 mi away——
3Lighthouse Financial694.8★ (72)Rogers, 15 mi away——
4Integrity Capital Wealth Management694.9★ (51)Rogers, 12 mi away——
5Guardian Financial, Inc.695.0★ (43)Bentonville, 11 mi away——
6First Western Bank - Bella Vista Branch674.7★ (18)Bella Vista——
7Arvest Bank664.1★ (21)Bella Vista——
8Arvest Bank654.2★ (14)Bella Vista——
9Revolutionary Wealth655.0★ (17)Bentonville, 10 mi away——
10First Horizon Bank - Bentonville, AR - S Walton Blvd.653.7★ (45)Bentonville, 9 mi awaySat—

All 56 financial planners in Bella Vista, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bella Vista

    #1 Agate CPA

    Based in Rogers, 13 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5001 Founders Dr, Rogers, AR 72758
    View profile for Agate CPA(833) 415-3360

  3. #3 Lighthouse Financial

    Based in Rogers, 15 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 72 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3614 W Southern Hills Blvd Ste 102, Rogers, AR 72758
    View profile for Lighthouse Financial(479) 696-8234

  5. #5 Guardian Financial, Inc.

    Based in Bentonville, 11 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1401 SE Walton Blvd #201, Bentonville, AR 72712
    View profile for Guardian Financial, Inc.(479) 268-4463

  7. #7 Arvest Bank

    Based in Bella Vista

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.1★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1802 Forest Hills Blvd, Bella Vista, AR 72715
    View profile for Arvest Bank(479) 464-1663

  8. #8 Arvest Bank

    Based in Bella Vista

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 14 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    403 NE Towncenter, Bella Vista, AR 72714
    View profile for Arvest Bank(479) 271-1363

  9. #9 Revolutionary Wealth

    Based in Bentonville, 10 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    301 SW 18th St Suite 3, Bentonville, AR 72712
    View profile for Revolutionary Wealth(479) 448-4240

  14. #14 Arvest Bank

    Based in Bella Vista

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.1★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    70 Sugar Creek Center, Bella Vista, AR 72714
    View profile for Arvest Bank(479) 271-1430

  16. #16 Arvest Bank

    Based in Centerton, 9 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.5★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 45 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    770 W Centerton Blvd, Centerton, AR 72719
    View profile for Arvest Bank(479) 271-3058

  17. #17 Arvest Bank

    Based in Bentonville, 8 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.7★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 24 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    215 NW A St, Bentonville, AR 72712
    View profile for Arvest Bank(479) 273-3331

  18. #18 Arvest Bank

    Based in Bentonville, 8 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.6★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    405 S Walton Blvd, Bentonville, AR 72712
    View profile for Arvest Bank(479) 271-1472

  21. #21 Arvest Bank

    Based in Rogers, 14 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.5★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 40 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    701 W New Hope Rd, Rogers, AR 72758
    View profile for Arvest Bank(479) 986-3776

  22. #22 Arvest Bank

    Based in Rogers, 13 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.4★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 43 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    201 W Walnut St, Rogers, AR 72756
    View profile for Arvest Bank(479) 621-4878

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 56 ranked financial planners here; the rest are on their profiles.

financial planners in Bella Vista, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Arvest Bank613.7★ (45)22 mi
27Changing Tides Financial LLC615.0★ (6)10 mi
28Midland Financial613.9★ (11)13 mi
2949 Financial - NW Arkansas Office615.0★ (7)13 mi
30Arvest Bank602.8★ (46)12 mi
31Arvest Bank603.6★ (42)24 mi
32Bank of America (with Drive-thru ATM)602.7★ (73)13 mi
33Worden & Worden CPAs PA603.5★ (8)12 mi
34Arvest Bank593.2★ (35)20 mi
35Northwestern Mutual595.0★ (4)12 mi
36Arvest Bank593.3★ (28)21 mi
37New Wave Wealth Advisors595.0★ (10)24 mi
38Boston Mountain Money Management, Inc.593.7★ (3)8 mi
39Arvest Bank ATM with Live Teller593.3★ (3)8 mi
40Guardian IBS - Integrated Business Solutions LLC594.8★ (6)17 mi
41Arvest Bank593.1★ (38)23 mi
42Lovell Wealth Management- Northwestern Mutual585.0★ (3)12 mi
43Bankers Life583.7★ (3)10 mi
44Arvest Bank582.9★ (46)22 mi
45Merrill Lynch Wealth Management583.8★ (4)13 mi
46Bank of America (with Drive-thru ATM)582.7★ (149)22 mi
47Wilson Coker Wealth Advisors, LLC585.0★ (3)15 mi
48Ozark Financial Services583.0★ (4)13 mi
49Arvest Bank572.9★ (32)25 mi
50Michael C. Williams, CPA, PLLC573.3★ (7)22 mi

Also serving Bella Vista

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Bella Vista
BusinessGoogle ratingDistance
Arvest Asset ManagementIn Bella Vista
Arvest Asset Management1.0★ (1)22 mi
Arvest Bank ATM3.5★ (2)23 mi
Arvest Wealth Management1.0★ (1)12 mi
Bryan Binz - Financial Advisor, Ameriprise Financial Services, LLC4.0★ (1)10 mi
Edward Jones - Financial Advisor: Clayton W Borengasser, CFP®4.0★ (1)In Bella Vista
Edward Jones - Financial Advisor: Craig Jamison, CEPA®|CRPS™In Bella Vista
Edward Jones - Financial Advisor: Crissy Wright, CFP®In Bella Vista
Edward Jones - Financial Advisor: Jason L BennettIn Bella Vista
Edward Jones - Financial Advisor: Yesi Dalton5.0★ (1)In Bella Vista
Elders Financial LLCIn Bella Vista
Elevated Wealth5.0★ (2)13 mi
Equity Business Solutions5.0★ (2)13 mi
First Western Bank Operations Center5.0★ (1)12 mi
Heritage Oak Wealth Advisors5.0★ (1)13 mi
Lan Thanh Le - Future Builder5.0★ (1)11 mi
LPL Financial1.0★ (1)12 mi
Oak Crest Wealth Management6 mi
Przybysz & Associates, CPAs and Wealth Management3.0★ (2)10 mi
Southern Oaks Financial Group3.0★ (2)12 mi

How we ranked Bella Vista financial planners

We scored 56 Bella Vista financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bella Vista data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Bella Vista: frequently asked questions

Which financial planner has the highest RFA Score in Bella Vista?

By RFA Score, the highest-ranked financial planner in Bella Vista, AR is Agate CPA with an RFA Score of 72/100. It has 5.0★ from 103 Google reviews. Halo Wealth Management - Northwestern Mutual (#2) and Lighthouse Financial (#3) follow. We ranked 56 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bella Vista?

RankedFinancialAdvisors ranks 56 financial planners serving Bella Vista, AR. 4 of them are based in Bella Vista; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Bella Vista work on weekends?

14 of 56 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are First Horizon Bank - Bentonville, AR - S Walton Blvd. (#10), First Western Bank - Bentonville Branch (#11) and Bank of America (with Drive-thru ATM) (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bella Vista financial planners have?

The median Google rating among 56 rated financial planners in Bella Vista is 4.0★, with a median of 18 reviews. Bank of America (with Drive-thru ATM) has the most, 149 reviews, and ranks #46. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Bella Vista count in this ranking?

Yes, if they are within 25 mi of the Bella Vista city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bella Vista ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Bella Vista a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bella Vista

  1. November 2026: RFA Scores recalculated for 56 financial planners serving Bella Vista.

More financial planners and Bella Vista pages