# Arvest Wealth Management

> Arvest Wealth Management is an SEC-registered investment advisory firm in Lowell, AR, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 42057
- Filed as: ARVEST WEALTH MANAGEMENT
- Legal name: Arvest Investments, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lowell, AR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/42057
- AdvisorCensus page: https://advisorcensus.com/firm/arvest-wealth-management-lowell-ar-42057

## Quick answers

**How is Arvest Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Arvest Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Arvest Wealth Management located?**
Arvest Wealth Management's principal office is in Lowell, AR, according to its Form ADV; the April 2026 filing also lists 19 other offices (Schedule D, Section 1.F).

**Is Arvest Wealth Management registered with the SEC or a state?**
Arvest Wealth Management is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 42057.

**How much does Arvest Wealth Management manage?**
Arvest Wealth Management reports $3,439,741,668 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (29% discretionary).

**How have Arvest Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Arvest Wealth Management: Regulatory assets under management: $2,443,071,733 in the October 2021 data and $3,439,741,668 in the October 2026 data, up 41%. Total employees: 257 in October 2021 and 238 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arvest Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,100); high net worth individuals (589); corporations or other businesses not listed above (59).

**Which custodians does Arvest Wealth Management use?**
Arvest Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Arvest Wealth Management report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/42057

**What changed in Arvest Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 216 to 173. Regulatory assets under management went from $2,824,855,462 to $3,439,741,668 (+22%). Changed its office addresses in Fayetteville, AR. Changed its office addresses in Joplin, MO. Changed its office addresses in Rogers, AR. Changed its office addresses in Wagoner, OK. Added an office in Duncan, OK. Added an office in Hot Springs, AR. Added an office in Little Rock, AR. Added an office in Springdale, AR. No longer lists an office in Bentonville, AR. No longer lists an office in Jacksonville, AR. No longer lists an office in Mission, KS. No longer lists an office in Norman, OK. No longer lists an office in Tulsa, OK.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,439,741,668
- Discretionary: $997,487,385
- Non-discretionary: $2,442,254,283

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,100 | $1,625,199,711 |
| High net worth individuals | 589 | $1,311,150,975 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $19,348,330 |
| Charitable organizations | 35 | $140,564,594 |
| State or municipal government entities (including government pension plans) | 4 | $100,100,118 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 59 | $243,377,940 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 238 total, 173 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/42057

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bartlesville, OK
- Bella Vista, AR
- Bentonville, AR
- Duncan, OK
- Fayetteville, AR
- Fort Smith, AR
- Hot Springs, AR
- Joplin, MO
- Little Rock, AR
- Mountain Home, AR
- North Little Rock, AR
- Oklahoma City, OK
- Overland Park, KS
- Rogers, AR
- Siloam Springs, AR
- Springdale, AR
- Springfield, MO
- Tulsa, OK
- Wagoner, OK

### Websites listed on Form ADV (Item 1.I)
- appointments.arvest.com/service
- arvest.acquiadam.com/portals/dwxqvhcx/ArvestWealthManagementLibrary
- arvest.com
- arvest.com/WEALTH
- arvest.com/documents-and-resources/awm-disclosures
- share.arvest.com
- Facebook @ArvestBank
- Instagram @arvestbank
- LinkedIn @5981091

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,443,071,733 | 257 | September 3, 2021 |
| October 2022 | $3,042,119,688 | 242 | September 28, 2022 |
| October 2023 | $2,704,710,870 | 247 | August 10, 2023 |
| October 2024 | $2,593,400,723 | 252 | September 18, 2024 |
| October 2025 | $2,824,855,462 | 232 | July 29, 2025 |
| October 2026 | $3,439,741,668 | 238 | March 30, 2026 |

Regulatory assets under management: $2,443,071,733 in the October 2021 data and $3,439,741,668 in the October 2026 data, up 41%.
Total employees: 257 in October 2021 and 238 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 216 to 173.
- Regulatory assets under management went from $2,824,855,462 to $3,439,741,668 (+22%).
- Changed its office addresses in Fayetteville, AR.
- Changed its office addresses in Joplin, MO.
- Changed its office addresses in Rogers, AR.
- Changed its office addresses in Wagoner, OK.
- Added an office in Duncan, OK.
- Added an office in Hot Springs, AR.
- Added an office in Little Rock, AR.
- Added an office in Springdale, AR.
- No longer lists an office in Bentonville, AR.
- No longer lists an office in Jacksonville, AR.
- No longer lists an office in Mission, KS.
- No longer lists an office in Norman, OK.
- No longer lists an office in Tulsa, OK.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arvest Wealth Management (CRD 42057): Form ADV filing data as of October 2026.