AnchorPoint Financial

What AnchorPoint Financial does

AnchorPoint Financial, LLC is a privately-held wealth management and financial advisory firm headquartered in Fayetteville, Arkansas, with additional offices in Cabot, Arkansas and Memphis, Tennessee. Founded in 2013 by Ryan B. Boyd and Larry C. Clayton — both formerly of CFH Financial Services — the firm provides comprehensive financial planning services including investment management, retirement planning, estate planning coordination, tax planning, business succession, insurance planning, and risk management to high net worth individuals, families, and business owners in the Arkansas and mid-south region. The firm markets "over 100 years of combined experience" across its advisor team, which holds multiple advanced designations (CFP, CLU, ChFC, AIF, AEP).

The business operates through two core regulatory partnerships: Lincoln Investment serves as the broker-dealer for securities transactions (member FINRA/SIPC), while Capital Analysts acts as the registered investment adviser for advisory services. AnchorPoint is explicitly independent and non-affiliated with both firms despite the operational integration. Revenue is generated through fee-based advisory arrangements and securities commissions, with individual pricing determined by client needs, asset levels, and service complexity rather than published rate cards. Technology consists entirely of standard third-party integrations — Pershing for brokerage, Charles Schwab for custody, Orion Portfolio Solutions for reporting, MainAccount for portfolio tracking, and E-Money Vault for account linking — with no proprietary platform or AI capabilities disclosed.

The firm employs approximately 10 staff across its three locations, combining client-facing advisors with financial services associates and administrative support. Distribution is relationship-based and consultative, supported by an educational content hub on the firm website. No private equity, venture capital, or institutional investment ownership is indicated, and ownership appears to rest with the founding and practicing advisors.

Name

AnchorPoint Financial

Legal name

AnchorPoint Financial, LLC

Website

https://anchorpointadvisors.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

AnchorPoint Financial, LLC is a privately-held wealth management and financial advisory firm serving high net worth individuals, families, and business owners across Arkansas and Tennessee from offices in Fayetteville, Cabot, and Memphis.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Financial advisory services
• Retirement planning
• Estate planning services
• Investment portfolio management

Headquarters

HQ city

Cabot

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The firm provides comprehensive wealth management services including investment planning, estate planning, tax planning, and risk management. Revenue is generated through advisory fees and securities commissions, facilitated through broker-dealer relationships with Lincoln Investment (Broker/Dealer, member FINRA/SIPC) and Capital Analysts (Registered Investment Adviser). Services include investment portfolio management, retirement planning, estate planning coordination, and insurance planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

AnchorPoint Financial provides comprehensive wealth management and financial advisory services to a select group of high net worth individuals, families, and business owners. Core services include investment portfolio management, retirement income planning, estate planning coordination, tax planning, risk management and insurance planning, business succession planning, and employee benefits design. The firm operates through direct, long-term advisory relationships with personalized financial plans and ongoing monitoring, leveraging affiliations with Lincoln Investment (Broker/Dealer) and Capital Analysts (Registered Investment Adviser).

Product overview

AnchorPoint Financial is a joint venture consortium led by Standard Chartered, HKT Limited, and Animoca Brands that received Hong Kong's first stablecoin issuer license from the HKMA in April 2026. The company operates as a single core product offering—an HKD-backed stablecoin—with planned applications spanning cross-border payments, tokenized asset trading, and supply chain financing. The licensed stablecoin is expected to launch commercially in the second half of 2026 under Hong Kong's stringent Stablecoins Ordinance regulatory framework.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive wealth management service for high net worth individuals and families that integrates personalized financial planning with innovative investment platforms, including ongoing monitoring and review of client affairs.
• Investment Portfolio Management Active management of client investment portfolios leveraging Pershing brokerage, Charles Schwab custody, Orion Portfolio Solutions reporting, and MainAccount portfolio tracking, offered through Lincoln Investment and Capital Analysts affiliations.
• Retirement Planning Retirement income planning service for individuals and families that coordinates investment strategy, tax considerations, and income generation to support clients through retirement.
• Estate Planning Coordination Estate planning service for high net worth individuals and families that coordinates investment, tax, and legacy strategies to support multigenerational wealth transfer.
• Business Succession Planning Business succession and continuity planning service for business owners and entrepreneurs that integrates personal financial objectives with business transition, employee benefits, and retirement plan needs.
• Employee Benefits and Retirement Plan Services Design, implementation, and management of employee benefits and corporate retirement plans for business clients, providing integrated benefits strategy alongside personal wealth planning for business owners.
• Tax Planning Coordination Tax planning service that coordinates investment, retirement, and estate strategies with tax considerations to improve after-tax outcomes for clients.
• Insurance and Risk Management Planning Risk management and insurance planning service covering life insurance, disability, and long-term care considerations, integrated with overall wealth management and estate planning strategies.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• PershingcoreTechnology or IntegrationPershing provides brokerage account statement and trade confirmation services for client accounts. Integrated into client portal for account access.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a custodian for client investment accounts, providing account statements and trade confirmations. Integrated into client portal for account access.
• Orion Portfolio SolutionscoreTechnology or IntegrationOrion provides financial reporting, investment performance tracking, and document management for client portfolios. Enables comprehensive reporting across all client accounts.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Large independent RIA combining traditional financial planning with workplace 401(k) advisory. Comparable to AnchorPoint in serving HNW and business-owner clients with integrated wealth management and retirement plan services.
• Focus Financial Partners: Leading RIA consolidator partnering with independent wealth management firms across the U.S. Comparable to AnchorPoint in business model (independent advisor practice serving HNW clients) but at vastly greater scale and breadth.
• Carson Group: RIA support and partnership platform serving independent financial advisors with compliance, technology, and back-office infrastructure. Comparable to AnchorPoint in leveraging shared infrastructure (Lincoln Investment/Capital Analysts) to deliver advisor-led wealth management.
• Creative Planning: Large national RIA providing investment management, financial planning, estate, and tax services to HNW individuals and business owners. Comparable in service mix but operates at much greater scale across multiple U.S. regions.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, estate planning, tax, and retirement services to HNW clients. Directly comparable service offering to AnchorPoint at significantly greater scale and geographic reach.

Direct peers

• Arkadios Capital: Hybrid RIA platform supporting independent advisors with compliance, custody, and investment solutions. Comparable to AnchorPoint's broker-dealer/RIA affiliation model serving HNW and business-owner clients.
• Hightower Advisors: National RIA partnership platform serving HNW individuals, families, and business owners through affiliated advisor practices. Highly comparable to AnchorPoint's model of independent advisors affiliating with a larger broker-dealer/RIA infrastructure for compliance and custody.
• Glassman Wealth Services: Independent, fee-only RIA providing comprehensive wealth management and financial planning to HNW individuals and families. Comparable in client focus, holistic planning approach, and boutique advisory model.
• Private Advisor Group: Independent RIA supporting affiliated advisors with compliance, technology, and practice management. Comparable to AnchorPoint's model of independent advisors leveraging a larger RIA/broker-dealer infrastructure to serve HNW clients.
• Sequoia Financial Group: Mid-sized independent RIA providing wealth management, financial planning, and investment advisory services to HNW clients. Directly comparable in scale, service offering, and relationship-based advisory model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/anchorpointfinancial
• LinkedInlinkedin.com/company/anchorpoint-financial

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AnchorPoint Financial