Fayetteville, AR N East Avenue Office
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Arvest Wealth management
Multi-team
Firm-wide stats for Arvest Wealth management
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
Based on Arvest Wealth management
Location
75 N East Avenue
Fayetteville AR 72701
Advisors at this office
4
Advisors at this office
Chad M
Series 66
Fayetteville, AR
Arvest Wealth management
Chad Meyer is a financial advisor at Arvest Wealth Management with seven years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors and Transact Futures. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans tailored to client objectives.
Barbara M
CFP®, Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Barbara Mills is a CFP® with 27 years of industry experience, currently serving at Arvest Wealth Management in Fayetteville, AR. She has been with Arvest Wealth Management since 2011, totaling over 15 years at the firm. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, with a focus on asset allocation and strategies tailored to clients’ objectives and risk tolerances.
Roger C
Series 63, Series 65
Fayetteville, AR
Arvest Wealth management
Roger Cunningham Jr. is a financial advisor at Arvest Wealth Management with 29 years of industry experience. He has been with Arvest and its related entities since 1996 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as immediate past president and board member of the Rotary Club of Fayetteville and participates on its foundation board. 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 Investment Policy Statements.
Adrienne K
Series 63, Series 66
Fayetteville, AR
Arvest Wealth management
Adrienne Kersey is a financial advisor with Arvest Wealth Management in Fayetteville, AR, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Paychex, Inc. and Paychex Securities Corporation before joining Arvest Wealth Management in 2019. Adrienne is also a shareholder in a non-public family-owned bank. 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 includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to client objectives and risk tolerances.
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