Arvest Wealth Management

Overview

Arvest Wealth Management is a Broker Dealer and registered investment adviser based in Lowell, AR, registered since 1997. It reports $3.4B in assets under management across 8,453 accounts, with 238 employees. Its 212 registered representatives work across 72 branch offices in 4 states.

Reported AUM

$3.4B

Discretionary

29%

Accounts

8,453

Average account

$407K

Employees

238

Registered reps

212

Branch offices

72

Registered since

1997

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• 7 more

Executive officers 3 of 19

• Asa Anderson Cottrell Chief Executive Officer, Chairperson, Director CRD 2151839
• Gretchen Daphyne Brewer Financial And Operational Principal, Principal Financial Officer CRD 5089523
• John Arleigh Perron Private Securities Offerings Principal, Principal Operations Officer, Manager of Client Services CRD 3159317

16 more executive officers, with direct contact details

Registered reps 3 of 212

• Dwight D Adkins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4304267
• Roberto Carlos Aguilar Registered Rep · Investment Adviser Rep CRD 7977443
• Caleb A Akers Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6210169

209 more registered reps, with emails, phones and branch locations

Location

Headquarters

913 W Monroe Ave
Lowell, AR 72745

County

Benton

Metro area

Fayetteville-Springdale-Rogers, AR

Region

South

Branch offices

72 in 4 states, including Tulsa, OK, Springdale, AR and Fayetteville, AR

Registrations

• SEC registered, corporation formed in Arkansas
• Registered in 52 jurisdictions
• Website: arvest.com/wealth

Every state, with registration dates

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