Arvest Wealth Management

About Arvest Wealth Management

<p>In the Fayetteville–Springdale–Rogers metro, Arvest Wealth Management works with employers that want added fiduciary support for their retirement plans, including 3(21) co-fiduciary guidance and 3(38) discretionary investment management.</p> <p>As a subsidiary of Arvest Bank, the firm is headquartered in Lowell, Arkansas, with another office in Rogers, serving Northwest Arkansas. Arvest Wealth Management is an SEC-registered investment adviser and a member of FINRA and SIPC. It reported $15.9B in assets under management (2026).</p> <p>Plan sponsors and participants can also use the firm for investment management, retirement planning, trust and estate services, and insurance solutions. Investment and rollover support may include stocks, mutual funds, and annuities, along with guidance on 401(k) rollovers for participants and individuals.</p> <p>What sets the firm apart is the ability to connect plan-level fiduciary services with trust administration through Arvest Bank for wealth transfer planning and philanthropic goals.</p> <ul> <li>3(21) fiduciary services for plan sponsors</li> <li>3(38) investment manager services</li> <li>Investment management for individuals and businesses</li> <li>Retirement planning, including 401(k) rollover guidance</li> <li>Trust and estate services and insurance solutions</li> </ul>

Website: https://www.arvest.com/wealth