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Sowell Management’s Insights & Impact

Sowell Management is proud to be featured in respected industry publications, sharing insights that support advisor independence and client-focused growth. Explore our latest media coverage, expert commentary, and thought leadership—demonstrating our commitment to helping independent financial advisors navigate complexity, deliver value, and strengthen their businesses.

Wealth Management Marketing Is in its AI Era. Will Authenticity Be the Trade-Off?

May 19, 2026
Personalized service remains at the heart of the financial advisor/client relationship and will remain so: It is what clients consistently demand and what advisors consistently want to provide. Intent is not the issue. Scalability is. The Great Wealth Transfer is creating a new breed of client – heirs and beneficiaries who are more tech savvy than earlier generations, are not just digital native ...

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Sowell Launches Advisors Partnership Program With Backing From Merchant

May 6, 2026
Sowell Management, a registered investment advisor in North Little Rock, Ark., managing $6.5 billion in client assets, said private equity firm Merchant has taken a minority equity stake in the firm to help it launch its Advisor Partnership Program (APP) and grow through acquisitions. Sowell didn’t disclose details of Merchant’s capital infusion. Merchant, based in New York City, describes ...

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Merchant invests in $6.5bn Sowell Management

May 4, 2026
RIA investor Merchant Investment Management has taken a stake in Sowell Management, an Arkansas wealth manager and platform services business with roughly $6.5bn in assets under management. Sowell, which is based in North Little Rock, plans to use the fresh capital from Merchant to help fund a new business initiative known as the Advisor Partnership Program (APP) which will help it take minori ...

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Q&A: Bill Sowell of Sowell Management on the Succession Planning Imperative

April 9, 2026
The wealth management industry is on the precipice of a historic wave of advisor retirements. As a result, succession planning has shifted from a long-term consideration to a critical business need. With a significant number of advisors nearing or past retirement age, tens of thousands are expected to make their exit over the next decade. A massive amount of assets will be in transition. For many ...

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Previous Articles

2021 MEN of DISTINCTION

July 7, 2021

Bill Sowell and his wife, Cindy, have worked side-by- side together for more than 20 years. The duo have made Sowell Management one of the most successful and trusted investment firms in the entire state. Outside of dollar signs and portfolios, Sowell enjoys golfing, boating and duck hunting.

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Media Releases

Sowell Expands Nationwide Footprint

Sowell Names New Chief Revenue Officer

For Third Year, Sowell Management Ranked in the Top 50 Fastest-Growing Firms in the U.S.

Sowell Management Announces Partnership with Affinity Investment Advisors

North Little Rock’s Sowell Management Named to Financial Times 300 Top RIAs

North Little Rock’s Sowell Management Named to Barron’s 2020 Top 100 RIA Firms

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