DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Arvest Wealth Management
Legal name Arvest Investments, Inc.
Latest filing Mar 30, 2026
First filing on the tape Mar 29, 2012 · 75 filings
SEC status approved since Jan 3, 2005
RAUM
$3.4B
reported, Item 5.F
Discretionary
29%
of RAUM
Private clients
85%
$2.9B individuals and HNW
Advisors
205
registered through the firm on IAPD
RAUM per advisor
$16.8M
derived; firm RAUM over IAPD count
Employees
238
173 advisory (5.B.1)
Offices
178
beyond the principal office
Private funds
0
reported on Schedule D
History
75 filings and snapshots on the tape
RAUM$3.4B as of Mar 30, 2026
Mar 29, 2012$794M then
HNW client RAUM$1.3B as of Mar 30, 2026
Mar 28, 2018$239M then
State-registered IARs (5.B.3)173 as of Mar 30, 2026
Mar 14, 2013160 then
Employees (5.A)238 as of Mar 30, 2026
Mar 14, 2013160 then
Private funds: no history
RAUM +22% over the last fiscal year+8.3% a year over threeIARs 224 to 173offices 181 to 178
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $16.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $406,926derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 29%derivedof RAUM
- Institutional
- 7.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.1derived179 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- -23%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Wrap fee program
- $3.4BreportedItem 5.I
- Custody
- $53.0M, 132 clientsreportedItem 9.A
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.6B47%
- High-net-worth individuals$1.3B38%
- Corporations and businesses$243M7.1%
- Charitable organizations$141M4.1%
- State and municipal entities$100M2.9%
- Pension and profit-sharing plans$19.3M0.6%
- Individual clients
- 6,100reported
- HNW clients
- 589reported
- Pension plan clients
- 23reported
- Charitable clients
- 35reported
- Accounts
- 8,453reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- $2.4B sponsored, $0 managedreported
- Custody of client assets
- $53.0M for 132 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.85 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=167.0derived
Advisors registered through the firm
204 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Asa Anderson CottrellCertified Financial Planner | Bentonville, Ar | Jul 20, 1999 | 29 y | 0 |
| Chad Alan Townsend | Rogers, Ar | Jul 20, 1999 | 29 y | 0 |
| Roger G Cunningham | Fayetteville, Ar | Nov 2, 1999 | 30 y | 0 |
| Jerry Don Roberts | Fayetteville, Ar | Nov 2, 1999 | 30 y | 0 |
| William Keith Walker | Rogers, Ar | Jan 1, 2000 | 29 y | 0 |
| Carrie R ColesCertified Financial Planner | Tulsa, Ok | Feb 21, 2003 | 25 y | 0 |
| Barbara Jean Ramsey MillsCertified Financial Planner | Fayetteville, Ar | Mar 4, 2003 | 27 y | 0 |
| Tommy Duke KarrCertified Financial Planner | Lowell, Ar | Oct 2, 2003 | 36 y | 0 |
| John Erland Kiosterud | Tulsa, Ok | Jan 6, 2004 | 24 y | 0 |
| Ricky Don Jones | Bella Vista, Ar | Jan 23, 2004 | 26 y | 0 |
| Arthur Stephen Gibbs | Fayetteville, Ar | Feb 26, 2004 | 23 y | 0 |
| Dwight Douglas Adkins | Yukon, Ok | Mar 10, 2004 | 25 y | 0 |
| Ryan Everett Ritchie | Overland Park, Ks | Dec 14, 2004 | 21 y | 0 |
| Jamie Dawn Alexander | Lowell, Ar | Jan 6, 2005 | 21 y | 0 |
| Kenneth Rex Wasson | North Little Rock, Ar | Jul 25, 2005 | 21 y | 0 |
| Ryan Michael Thomas | Rogers, Ar | Nov 4, 2005 | 20 y | 0 |
| Edwin A Alas | Gravette, Ar | Mar 6, 2006 | 24 y | 0 |
| William Francis Hines | Ft Smith, Ar | Apr 4, 2006 | 34 y | 2 |
| Bee Kim CheahCertified Financial Planner | Fayetteville, Ar | May 22, 2006 | 20 y | 0 |
| Scott Allen Fiser | Springdale, Ar | Jul 13, 2006 | 20 y | 0 |
| Dennis Jason WhittakerChartered Financial Analyst | Little Rock, Ar | Jul 19, 2006 | 28 y | 1 |
| Rachel Arlene Harris | Fayetteville, Ar | Feb 13, 2007 | 25 y | 0 |
| Janet Marie Wedman | Oklahoma City, Ok | Jan 31, 2008 | 28 y | 3 |
| Matthew Jacob Campbell | Lowell, Ar | Apr 28, 2008 | 18 y | 0 |
| Christian S. Campbell | Lowell, Ar | Apr 28, 2008 | 22 y | 0 |
| William Taylor DeweeseCertified Financial Planner | Fayetteville, Ar | Aug 5, 2008 | 18 y | 0 |
| Michael S. ShirleyCertified Financial Planner | Siloam Springs, Ar | Aug 21, 2008 | 21 y | 3 |
| Suzanne L. Duhon | Bartlesville, Ok | Sep 29, 2008 | 18 y | 0 |
| Jennifer Leigh Tichenor-Turner | Lowell, Ar | Oct 31, 2008 | 18 y | 0 |
| Donny Ray RogersCertified Financial Planner | Little Rock, Ar | Nov 4, 2008 | 31 y | 1 |
| Justin Scott Boudreaux | Joplin, Mo | Dec 12, 2008 | 25 y | 0 |
| Timothy Lynn WyattCertified Financial Planner | Tulsa, Ok | Jan 5, 2009 | 29 y | 2 |
| Britton Lane Nowell | Little Rock, Ar | May 5, 2009 | 28 y | 3 |
| Tammy Yolanda Blair | Tulsa, Ok | Jul 27, 2009 | 38 y | 1 |
| Terri Lynn Taylor | Bartlesville, Ok | Aug 14, 2009 | 21 y | 0 |
| Adrienne Lee JacksonCertified Financial Planner | Joplin, Mo | Aug 19, 2009 | 17 y | 0 |
| Timothy Kirk IsraelCertified Financial Planner | Shawnee, Ok | Oct 8, 2009 | 16 y | 0 |
| Michael Wayne Hazelwood | Conway, Ar | Aug 9, 2010 | 33 y | 1 |
| Blake Justin KeeleyCertified Financial Planner | Wagoner, Ok | Oct 1, 2010 | 21 y | 1 |
| Cody M. Pugh | Ft Smith, Ar | Nov 12, 2010 | 17 y | 1 |
Advisor movement
17 left, 6 joined in 12 months
net -11 in 12 months3 left in 90 days2 joined in 90 daysdeparture rate 8.3% of current headcount45 left over 36 months
Left, latest
- Ben Ross Mclintock to Uniting Wealth PartnersSep 16, 2026 · RIA to RIA
- James Patrick Linder to Empower Advisory Group, LLCAug 19, 2026 · RIA to affiliated broker-dealer or bank
- Jack Kincannon to StephensJul 1, 2026 · RIA to affiliated broker-dealer or bank
- Luke Christian Snyder to Fisher InvestmentsMay 27, 2026 · RIA to RIA
- Aaron Tesavis to Huntington Financial AdvisorsMay 22, 2026 · RIA to affiliated broker-dealer or bank
- Sarah Jo Dial to MML Investors Services, LLCMay 21, 2026 · RIA to affiliated broker-dealer or bank
- Sean Emiliano Garibay to Edward JonesMay 8, 2026 · RIA to affiliated broker-dealer or bank
- Alexander Throne Jantsch to Intellicents Investment Solutions IncApr 2, 2026 · RIA to RIA
- Tyler Duane Thompson to Raymond James & Associates, Inc.Mar 16, 2026 · RIA to affiliated broker-dealer or bank
- Erik Scott Herron to LPL Financial LLCFeb 27, 2026 · RIA to affiliated broker-dealer or bank
- Daniel Ellory Myers to SavvyFeb 26, 2026 · RIA to RIA
- Bradley John Blankenship to Uniting Wealth PartnersFeb 12, 2026 · RIA to RIA
- Kathleen Mccloskey Verkamp to Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 22, 2025 · RIA to wirehouse
- Max Conner Sasseen to Stifel, Nicolaus & Company, IncorporatedNov 26, 2025 · RIA to affiliated broker-dealer or bank
- Amir Hossein Behdad to Cavanal Hill Investment Management, Inc.Nov 25, 2025 · Other
Joined, latest
- Cassandra Jo Bartlett from Charles Schwab & Co., Inc.Sep 4, 2026 · Affiliated broker-dealer or bank to independent RIA
- Gatlin Scott Hufstedler from StephensJul 29, 2026 · Affiliated broker-dealer or bank to independent RIA
- Aaron Tesavis from Huntington Financial AdvisorsJun 4, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jazz Scott from Stifel, Nicolaus & Company, IncorporatedMay 22, 2026 · Affiliated broker-dealer or bank to independent RIA
- Luke David Taggart from Cambridge Investment Research Advisors, Inc.Apr 29, 2026 · Affiliated broker-dealer or bank to independent RIA
- David William Kempfe from Transamerica Retirement Advisors, LLCJan 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Fred Andrew Wood from Rivertree WealthJun 18, 2025 · RIA to RIA
- Roberto Carlos Aguilar from Edward JonesMay 29, 2025 · Affiliated broker-dealer or bank to independent RIA
- Luke Christian Snyder from Osaic Wealth, Inc.May 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Anne Marie Reed from First Horizon Advisors, IncApr 10, 2025 · RIA to RIA
- Cullen L Parker from LPL Financial LLCJan 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Rebecca Speck Foster from Hornor, Townsend & Kent, LLCJan 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Chad Jerome Meyer from First Horizon Advisors, IncAug 21, 2024 · RIA to RIA
- Rina R Mehta from Copper FinancialMay 15, 2024 · RIA to RIA
- Samantha Lee Dodson from Ameriprise Financial Services, LLCMar 27, 2024 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Cetera Investment Advisers LLCOct 25, 2024 · Russellville, Ar
- 3 left for Legacy Capital Wealth Partners, LLCMar 20, 2023 · Bentonville, Ar
- 2 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 10, 2021 · Lowell, Ar
- 3 left for Sowell ManagementApr 24, 2019 · Springdale, Ar
- 4 left for Raymond James & Associates, Inc.Apr 24, 2019 · Fayetteville, Ar
- 2 left for Raymond James Financial Services Advisors, IncJun 11, 2018 · Fayetteville, Ar
- 2 joined from Umb Financial Services, Inc.Apr 19, 2016 · Springfield, Mo
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Laura Jean Andress · Directorcontrolsince 12/2019 · owns less than 5%
- Kendra Bradford Cain · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
- Asa Anderson Cottrell · Chief Executive Officer, Chairman, Directorcontrolsince 06/2022 · owns less than 5%
- Bradley Jean Crain · Directorcontrolsince 08/2024 · owns less than 5%
- Dee Garrison Derryberry · Directorcontrolsince 11/2023 · owns less than 5%
- Cara Clugston James · Directorcontrolsince 03/2020 · owns less than 5%
- James Matthew Machen · Directorcontrolsince 12/2018 · owns less than 5%
- Karla Payne · Directorcontrolsince 07/2003 · owns less than 5%
- Craig Alan Rivaldo · Directorcontrolsince 03/2020 · owns less than 5%
- Donny Ray Jr Rogers · President Investment Services, Secretary Of Board, Directorcontrolsince 01/2023 · owns less than 5%
- Barry Christopher Rooker · Senior Director Of Sales/Directorcontrolsince 01/2021 · owns less than 5%
- Kenneth Kevin Sabin · Directorcontrolsince 06/2011 · owns less than 5%
- Brian Andrew Smith · Director, Executive Vice President, Senior Director Of Sales, Director Of Retirement Plan Consultingcontrolsince 06/2021 · owns less than 5%
- Jim C. Walton · Shareholdercontrolsince 12/1988 · owns 25% to 50% of Arvest Bank Group, Inc.
- Samuel Robson Walton · Shareholdercontrolsince 12/1988 · owns 25% to 50% of Arvest Bank Group, Inc.
- Gretchen Daphyne Brewer · Financial And Operational Principal And Principal Financial Officersince 10/2024 · owns less than 5%
- Kirk Jodell Hays · Directorsince 08/2025 · owns less than 5%
- Tabitha Hubbs Lipscomb · Directorsince 05/2023 · owns less than 5%
- Amy Marie Morbeck · Directorsince 08/2024 · owns less than 5%
- Yurik Iver Paroubek · Directorsince 12/2025 · owns less than 5%
- John Arleigh Perron · Arvest1 Manager / Manager Of Client Services, Municipal Principalsince 06/2016 · owns less than 5%
- Rodney Leman Shepard · Directorsince 02/2024 · owns less than 5%
Entity owners
- Arvest Bank · Ownerdirect · owns 75% or more
- Arvest Bank Group, Inc. · Shareholderindirect · owns 75% or more of Arvest Holdings, Inc.
- Arvest Holdings, Inc. · Shareholderindirect · owns 75% or more of Arvest Bank
Related persons
Schedule D 7.A
- Arvest Banky
- Arvest Insurance, Inc.real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lowell, Ar · principal | 58 | 8 | 0 | ||
| Ft Smith, Ar | 55 | 5 | 1 | ||
| Fayetteville, Ar | 43 | 0 | 0 | ||
| Tulsa, Ok | 39 | 1 | 3 | ||
| Rogers, Ar | 26 | 2 | 5 | ||
| Little Rock, Ar | 19 | 3 | 0 | ||
| Overland Park, Ks | 16 | 2 | 0 | ||
| Joplin, Mo | 13 | 1 | 0 | ||
| Springdale, Ar | 11 | 0 | 0 | ||
| Bartlesville, Ok | 9 | 1 | 1 | ||
| Bentonville, Ar | 7 | 1 | 0 | ||
| Springfield, Mo | 7 | 1 | 0 | ||
| Oklahoma City, Ok | 6 | 0 | 2 | ||
| Jacksonville, Ar | 6 | 1 | 0 | ||
| Broken Arrow, Ok | 6 | 0 | 5 | ||
| Mission, Ks | 5 | 2 | 0 | ||
| Siloam Springs, Ar | 5 | 0 | 0 | ||
| Conway, Ar | 5 | 0 | 0 | ||
| North Little Rock, Ar | 4 | 2 | 0 | ||
| Lawton, Ok | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Tulsa, OK16 employees
- Fort Smith, AR14 employees
- Bentonville, AR14 employees
- Tulsa, OK10 employees
- Little Rock, AR10 employees
- Bartlesville, OK9 employees
- Rogers, AR9 employees
- Overland Park, KS8 employees
- Springdale, AR7 employees
- Rogers, AR6 employees
- Fayetteville, AR6 employees
- Springfield, MO5 employees
- Siloam Springs, AR5 employees
- Bentonville, AR5 employees
- North Little Rock, AR4 employees
- Joplin, MO4 employees
- Little Rock, AR4 employees
- Mission, KS4 employees
- Oklahoma City, OK4 employees
- Jacksonville, AR3 employees
- Lowell, AR3 employees
- Springdale, AR3 employees
- Norman, OK3 employees
- Wagoner, OK3 employees
- Tulsa, OK3 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 30, 2026WALTON, SAMUEL ROBSON (SHAREHOLDER) left Schedule A between the filings of 2024-08-26 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 30, 2026WALTON, JIM C. (SHAREHOLDER) left Schedule A between the filings of 2024-08-26 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 30, 2026SABIN, KENNETH KEVIN (DIRECTOR) left Schedule A between the filings of 2024-08-26 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 30, 2026RIVALDO, CRAIG ALAN (DIRECTOR) left Schedule A between the filings of 2024-08-26 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 30, 2026ANDRESS, LAURA JEAN (DIRECTOR) left Schedule A between the filings of 2024-08-26 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 7,800 to 8,453Jan 7, 2026 to Mar 30, 2026
- Advisory employees · 216 to 173Jan 7, 2026 to Mar 30, 2026
- BD registered reps · 222 to 167Jan 7, 2026 to Mar 30, 2026
- Charity clients · 33 to 35Jan 7, 2026 to Mar 30, 2026
- Corporate clients · 49 to 59Jan 7, 2026 to Mar 30, 2026
- HNW clients · 440 to 589Jan 7, 2026 to Mar 30, 2026
- Individual clients · 5,785 to 6,100Jan 7, 2026 to Mar 30, 2026
- Pension plan clients · 25 to 23Jan 7, 2026 to Mar 30, 2026
- Assets in custody · $356M to $53.0MJan 7, 2026 to Mar 30, 2026
- Employees · 232 to 238Jan 7, 2026 to Mar 30, 2026
- State-registered IARs · 224 to 173Jan 7, 2026 to Mar 30, 2026
- Other offices · 181 to 178Jan 7, 2026 to Mar 30, 2026
- Discretionary RAUM · $884M to $997MJan 7, 2026 to Mar 30, 2026
- HNW RAUM · $932M to $1.3BJan 7, 2026 to Mar 30, 2026
- Individual RAUM · $1.4B to $1.6BJan 7, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $1.9B to $2.4BJan 7, 2026 to Mar 30, 2026
- Pension RAUM · $21.3M to $19.3MJan 7, 2026 to Mar 30, 2026
- RAUM · $2.8B to $3.4BJan 7, 2026 to Mar 30, 2026
- Wrap assets (sponsor) · $1.9B to $2.4BJan 7, 2026 to Mar 30, 2026
- Financial planning clients · More than 500 to More than 500May 27, 2025 to Jul 29, 2025
- Accounts · 7,674 to 7,800Feb 26, 2025 to Apr 18, 2025
- Advisory employees · 227 to 216Feb 26, 2025 to Apr 18, 2025
- BD registered reps · 242 to 222Feb 26, 2025 to Apr 18, 2025
- Charity clients · 31 to 33Feb 26, 2025 to Apr 18, 2025
- Corporate clients · 53 to 49Feb 26, 2025 to Apr 18, 2025
- HNW clients · 376 to 440Feb 26, 2025 to Apr 18, 2025
- Individual clients · 5,783 to 5,785Feb 26, 2025 to Apr 18, 2025
- Pension plan clients · 27 to 25Feb 26, 2025 to Apr 18, 2025
- Assets in custody · $0 to $356MFeb 26, 2025 to Apr 18, 2025
- Employees · 252 to 232Feb 26, 2025 to Apr 18, 2025
- HQ city · ROGERS to LOWELLFeb 26, 2025 to Apr 18, 2025
- State-registered IARs · 227 to 224Feb 26, 2025 to Apr 18, 2025
- Other offices · 180 to 181Feb 26, 2025 to Apr 18, 2025
- Discretionary RAUM · $858M to $884MFeb 26, 2025 to Apr 18, 2025
- HNW RAUM · $802M to $932MFeb 26, 2025 to Apr 18, 2025
- Individual RAUM · $1.4B to $1.4BFeb 26, 2025 to Apr 18, 2025
- Non-discretionary RAUM · $1.7B to $1.9BFeb 26, 2025 to Apr 18, 2025
- Pension RAUM · $21.5M to $21.3MFeb 26, 2025 to Apr 18, 2025
- RAUM · $2.6B to $2.8BFeb 26, 2025 to Apr 18, 2025
- Wrap assets (sponsor) · $1.7B to $1.9BFeb 26, 2025 to Apr 18, 2025
Signals
60 dated events
- Ben Ross Mclintock left Arvest Wealth Management for Uniting Wealth Partners (registered 2026-09-02)Sep 16, 2026 · Advisor changed firm · fact
- James Patrick Linder left Arvest Wealth Management for Empower Advisory Group, Llc (registered 2026-09-02)Aug 19, 2026 · Advisor changed firm · fact
- Jack Kincannon left Arvest Wealth Management for Stephens (registered 2026-06-11)Jul 1, 2026 · Advisor changed firm · fact
- Luke Christian Snyder left Arvest Wealth Management for Fisher Investments (registered 2026-05-12)May 27, 2026 · Advisor changed firm · fact
- Aaron Tesavis left Arvest Wealth Management for Huntington Financial Advisors (registered 2026-05-05)May 22, 2026 · Advisor changed firm · fact
- Sarah Jo Dial left Arvest Wealth Management for Mml Investors Services, Llc (registered 2026-05-05)May 21, 2026 · Advisor changed firm · fact
- Sean Emiliano Garibay left Arvest Wealth Management for Edward Jones (registered 2026-05-29)May 8, 2026 · Advisor changed firm · fact
- Alexander Throne Jantsch left Arvest Wealth Management for Intellicents Investment Solutions Inc (registered 2026-04-13)Apr 2, 2026 · Advisor changed firm · fact
- Arvest Wealth Management reported 173 state-registered advisory representatives, down from 224 (2026-01-07 to 2026-03-30)Mar 30, 2026 · Advisor headcount change · derived
- Tyler Duane Thompson left Arvest Wealth Management for Raymond James & Associates, Inc. (registered 2026-03-10)Mar 16, 2026 · Advisor changed firm · fact
- Erik Scott Herron left Arvest Wealth Management for Lpl Financial Llc (registered 2026-02-03)Feb 27, 2026 · Advisor changed firm · fact
- Daniel Ellory Myers left Arvest Wealth Management for Savvy (registered 2026-02-03)Feb 26, 2026 · Advisor changed firm · fact
- Bradley John Blankenship left Arvest Wealth Management for Uniting Wealth Partners (registered 2026-01-30)Feb 12, 2026 · Advisor changed firm · fact
- Kathleen Mccloskey Verkamp left Arvest Wealth Management for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-12-09)Dec 22, 2025 · Advisor changed firm · fact
- Max Conner Sasseen left Arvest Wealth Management for Stifel, Nicolaus & Company, Incorporated (registered 2025-12-02)Nov 26, 2025 · Advisor changed firm · fact
- Amir Hossein Behdad left Arvest Wealth Management for Cavanal Hill Investment Management, Inc. (registered 2025-12-09)Nov 25, 2025 · Advisor changed firm · fact
- Tierra Leighann Hulsey left Arvest Wealth Management for J.P. Morgan Securities Llc (registered 2025-10-17)Sep 19, 2025 · Advisor changed firm · fact
- Cullen L Parker left Arvest Wealth Management for Mariner (registered 2025-09-17)Sep 18, 2025 · Advisor changed firm · fact
- David Lee Biliter left Arvest Wealth Management for State Farm Investment Management Corp. (registered 2025-08-14)Jul 30, 2025 · Advisor changed firm · fact
- James Eric Secker left Arvest Wealth Management for Lpl Financial Llc (registered 2025-06-30)Jul 7, 2025 · Advisor changed firm · fact
- Landon Trent Lea left Arvest Wealth Management for First Citizens Investor Services, Inc. (registered 2025-06-05)Jun 12, 2025 · Advisor changed firm · fact
- Gerald Boyd Schaefer left Arvest Wealth Management for Ameriprise Financial Services, Llc (registered 2025-04-23)Apr 3, 2025 · Advisor changed firm · fact
- Graham Mcdaniel Funderburk left Arvest Wealth Management for Mach-1 Financial Group, Llc (registered 2025-03-05)Mar 4, 2025 · Advisor changed firm · fact
- William Ryan Benson left Arvest Wealth Management for Cetera Investment Advisers Llc (registered 2025-01-03)Jan 6, 2025 · Advisor changed firm · fact
- Raymond Michael Dyches left Arvest Wealth Management for Edward Jones (registered 2025-01-06)Dec 13, 2024 · Advisor changed firm · fact
- 2 advisors left Arvest Wealth Management (Fayetteville, AR) for Cetera Investment Advisers LLC on the same dayOct 25, 2024 · Team lift-out · derived
- Thomas Dillon Wolf left Arvest Wealth Management for Cetera Investment Advisers Llc (registered 2024-09-30)Oct 25, 2024 · Advisor changed firm · fact
- Tori Ashtan Dockery left Arvest Wealth Management for Cetera Investment Advisers Llc (registered 2024-09-30)Oct 25, 2024 · Advisor changed firm · fact
- Noah Jacob Williams left Arvest Wealth Management for Lpl Financial Llc (registered 2024-10-30)Oct 24, 2024 · Advisor changed firm · fact
- Emil Imad Suqi left Arvest Wealth Management for Midland Wealth Management (registered 2024-12-05)Sep 18, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Arvest Wealth Management · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/5981091reportedpublic record, Form ADV, Sep 17, 2026
- Website
- arvest.acquiadam.com/portals/dwxqvhcx/ArvestWealthManagementreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 888-916-2121reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $16.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026