Arvest Wealth Management

Arvest Wealth Management

Rogers, Arkansas

Arvest Wealth Management, based out of Rogers, AR, is a reputable regional investment advisory firm with a long-standing presence in the industry. With 247 dedicated employees, 214 of whom specialize in providing comprehensive investment advisory services, Arvest Wealth Management is committed to delivering personalized financial solutions to their clients. The firm boasts an impressive average of approximately $7,570,000 in assets under management per investment advisor, a testament to their expertise in managing wealth effectively. Their compensation structure is diverse, including various types such as a percentage of assets u...see more

Assets Under Mgmt

$2.7B

Investment Professionals

214

Locations

177

% 401K & Individual

50%

% Discretionary

33%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Other Business Activities

  • Broker-dealer (Registered or unregistered)

Disclosures

  • Orders brought against in connection to investment related activities (10yrs)
  • Had investment related business activity restricted by federal regulatory agency
  • Found to have been involved in a violation of self-regulatory organizations rules

Reviews for Arvest Wealth Management

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website