Bartlesville, OK SE Frank Phillips Boulevard Office

Team
Updated today
Arvest Wealth management logo

Arvest Wealth management

Multi-team

Firm-wide stats for Arvest Wealth management

Total advisors

203

Across 30 offices

Clients per advisor

33 Low

Avg AUM per client

$438,982 Low

HNW client ratio

9% Low

About

Arvest Wealth Management (Arvest Investments, Inc.) provides investment advisory services, financial planning, retirement plan consulting, and firm‑sponsored wrap fee programs to a mix of individual investors (including high‑net‑worth clients), employer‑sponsored retirement plans, charitable organizations, and corporate clients. As of December 31, 2025, the firm reported approximately $3.44 billion in regulatory advisory assets under management, supported by 207 advisors and roughly 6,689 clients across its enterprise platform.

The firm’s investment process draws on fundamental, technical, quantitative, and qualitative analysis and emphasizes asset allocation and tailored long‑ and short‑term strategies designed to match clients’ objectives and risk tolerances. While Arvest offers discretionary portfolio management, its Form ADV shows about $997.5 million managed on a discretionary basis versus total advisory AUM of roughly $3.44 billion, indicating that a substantial portion of client assets are managed on a non‑discretionary basis.

Arvest is a wholly owned subsidiary of Arvest Bank and is registered both as an SEC investment adviser and as a FINRA‑member broker‑dealer (member SIPC), and many advisors hold dual registrations and insurance licenses, creating operational links to banking and insurance affiliates. The brochure discloses an ongoing reassignment of retirement plan consulting engagements to Arvest Bank’s Trust Department (begun in the third quarter of 2024), an internal restructuring that may change how plan services are delivered while not intended to alter scope or fees.

Based on Arvest Wealth management

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance

Based on Arvest Wealth management

Occupation focus

Founder/Business Owner Retired

Based on Arvest Wealth management

Location

100 SE Frank Phillips Boulevard

Bartlesville OK 74003

Advisors at this office

6

Advisors at this office

user avatar

Suzanne D

Series 66

Bartlesville, OK

Arvest Wealth management

Suzanne Duhon is a financial advisor with Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation and 17 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a makeup presenter for Younique, a non-investment-related activity. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Terri T

Series 66

Bartlesville, OK

Arvest Wealth management

Terri Taylor is a Series 66 licensed financial advisor with Arvest Wealth Management in Bartlesville, Oklahoma, where she has worked since 2007. She has 16 years of industry experience. Outside of her advisory role, she is involved as an initial investor and advisor for Sessions, LLC Photography. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Hannah B

Series 66

Bartlesville, OK

Arvest Wealth management

Hannah Bode is a financial advisor at Arvest Wealth Management with 12 years of industry experience. She holds the Series 66 designation and has worked at Arvest Wealth Management since 2017, following four years at Edward Jones. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Aaron T

CFP®, Series 63

Bartlesville, OK

Arvest Wealth management

Aaron Tesavis is a CFP® with four years of experience, currently serving as a financial advisor at Arvest Wealth Management in Bartlesville, OK. His prior experience includes roles at JP Morgan and The Huntington Investment Company. He is also the Treasurer and a Board Member of Lighthouse Outreach Center, a nonprofit organization assisting homeless individuals. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Randall H

Series 66

Bartlesville, OK

Arvest Wealth management

Randall Hopson is a financial advisor at Arvest Wealth Management with 12 years of industry experience. He holds the Series 66 designation and has been with Arvest in various capacities since 2014, including roles at Arvest Bank and Arvest Asset Management. He splits his time evenly between Arvest Bank's Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Samantha D

CFP®, Series 66

Bartlesville, OK

Arvest Wealth management

Samantha Dodson is a CFP® and Series 66 licensed advisor with Arvest Wealth Management, bringing two years of industry experience. Prior to joining Arvest, she worked at Ameriprise and Sabatka & Co. Outside of her financial advisory role, she works part-time in concessions at Caney Golf Course. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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