Arvest Wealth Management
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Overview
Arvest Wealth Management operates as a financial advisory company headquartered in Rogers, Arkansas. It controls $2.7 billion in assets over 7,899 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a large group, including 214 financial advisors. Arvest Wealth Management does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, options and equities.
Arvest Wealth Management manages some of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by an investment advisor without requiring the customer's consent. The company also has 5,302 non-discretionary accounts with a total of $1.8 billion in AUM. Arvest Wealth Management's average account size is $342,412. The typical financial advisor at Arvest Wealth Management manages around 37 client accounts, placing it towards the middle in terms of personalization.
The company's central office is at 5201 Village Parkway, Rogers, Arkansas 72758. Arvest Wealth Management is allowed to provide services to investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arvest Wealth Management by the Numbers
$2.7 billion
247
7,899
$342.4 thousand
Products and Services
Arvest Wealth Management provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the past financial year, Arvest Wealth Management provided financial planning services to 1000 of its accounts. The firm is involved in selling products or offering services other than investment advice to its customers. It also has a number of financial industry affiliations, including with a banking or thrift institution and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely depend on the services provided. Fees billed by the company most likely consist of any blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Arvest Wealth Management manages money for a number of different investors. Arvest Wealth Management provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 7,899 customers, Arvest Wealth Management's largest client type is retail investors, although it also serves 360 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 5.59%
- Other Individuals - 92.4%
- Corporations - 1.4%
- Charitable Organizations - 0.61%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Arvest Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Arvest Wealth Management
Bentonville, AR
Springdale, AR
Bartlesville, OK
Oklahoma City, OK
Bentonville, AR
Springfield, MO
Tulsa, OK
Tulsa, OK
Shawnee, OK
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