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ARVEST WEALTH MANAGEMENT

5201 Village Parkway
Rogers, Arkansas 72758
Tel: 888-916-2121

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About ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT, formally registered with the SEC as ARVEST WEALTH MANAGEMENT. The firm was established in 01/03/2005. They have over 181 offices throughout the country.

ARVEST WEALTH MANAGEMENT is a Rogers, Arkansas based Financial Planning firm with nearly $2,593,400,723 assets under management, offering retirement planning & investment advisory services to 7674 clients. The firm is staffed with 252 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#42057
SEC#801-63738
Assets Managed by Firm$2,593,400,723
No. of Clients7674
No. of Advisors252

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total7674$2,593,400,723
Individuals (other than high net worth individuals)5783$1,368,638,696
High net worth individuals376$802,396,200
Pension and profit sharing plans27$21,492,731
Charitable organizations31$115,927,425
Corporations or other businesses53$161,615,312

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STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
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$7,463,667,27116223
SOWELL MANAGEMENT
5320 Northshore Drive
North Little Rock, AR, 72118
$3,329,402,13513257157
36 NORTH CAPITAL MANAGEMENT, LLC
901 Se Village Loop, Suite 1
Bentonville, AR, 72712
$2,346,620,00044
GREENWOOD GEARHART INC.
26 E Center St
Fayetteville, AR, 72701-4278
$1,637,149,230287323

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