Petite Roche Wealth Management
Petite Roche Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC rooted in Little Rock and dedicated to helping individuals, families and business owners navigate life’s financial opportunities and challenges with confidence. The name Petite Roche — French for “Little Rock” — reflects the team’s deep connection to the community it serves.
For decades, Petite Roche Wealth Management has worked with successful individuals and multigenerational families throughout Arkansas and beyond, providing personalized financial planning, investment management, charitable giving, business succession guidance and strategies for retirement, estate and tax planning. They believe every client’s story is unique, which is why they begin by listening, taking the time to understand your values, goals, concerns and aspirations before designing strategies tailored to your life.
Through ongoing guidance and meaningful conversations, Petite Roche Wealth Management helps clients simplify complexity, make informed decisions and remain focused on what matters most. Its commitment to exceptional client experiences has contributed to recognition among the 2026 Forbes Best-in-State Wealth Management Teams, an honor that reflects both the team’s dedication and the trust clients place in them.
The Team
Larry Root, CFP®, CFS®, APMA®, private wealth advisor; Tammy Davis, financial advisor; Eric Rownd, financial advisor; Brian Gould, CRPC®, AMPA®, financial advisor; Eric Ashburn, CFP®, APMA®, financial advisor; Jordon Long, APMA®, financial advisor; Connor Martz, APMA®, financial advisor; David Chappell, CPA, operations director; Nikki Koon, office manager; Mariko Cobb, operations manager; Jessica Middleton, client service specialist; Traci Weatherly, client service coordinator; Kevin Sanchez, client service coordinator
Petite Roche Wealth Management
22 Rahling Circle, Little Rock
ameripriseadvisors.com/team/petite-roche-wealth-management | 501.975.7999
[email protected]
DISCLAIMER: Forbes rankings are developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of anyone client’s experience and is based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.