Arvest Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Lowell, AR. Its latest Form ADV filing, dated March 30, 2026, reports $3.4B in regulatory assets under management, 238 employees, 178 offices, and 8,453 accounts.
Top client segmentIndividuals represent 89.6% of total clients.
Top client categories% of clientsClients
1
Individuals
89.6%
6,100
2
HNWI
8.6%
589
3
Corporations
0.9%
59
4
Charitable
0.5%
35
5
Pension Plans
0.3%
23
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 30, 2026
Discretionary29.0%
$997M
29% of total RAUM29.0%
Non-discretionary71.0%
$2.4B
71% of total RAUM71.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.4B
Total Accounts8,453
10Y AUM Change+$1.9B (+124.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees238
Clients per Employee29:1
10Y Employee Change+34 (+16.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.