Arvest Wealth management

Arvest Wealth Management provides investment advisory and financial planning services to a mix of individual investors (both non‑high‑net‑worth and high‑net‑worth), employer‑sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through firm‑sponsored wrap programs, retirement plan consulting (including discretionary 3(38) services and non‑discretionary advisory work), and written financial plans.

The firm’s client teams evaluate individual and plan sponsor objectives and recommend services and model allocations guided by Investment Policy Statements, with implementation varying by program. As disclosed in the brochure, Arvest reported $2,824,855,462 in regulatory advisory assets as of December 31, 2024, of which $883,804,968 were managed on a discretionary basis, meaning a majority of assets are overseen on a non‑discretionary basis rather than under full discretionary authority.

Arvest is a wholly owned subsidiary of Arvest Bank and operates as both a registered investment adviser and a FINRA member broker‑dealer, a structure the firm notes creates potential conflicts that it manages through disclosure and internal controls. The firm also highlights an internal restructuring of its retirement plan consulting services—reassigning some employer‑sponsored plan relationships to the bank’s trust department—and maintains a large advisor cadre and branch‑based distribution model relative to its asset base.