Springfield, MO E Battlefield Office

Team
Updated today
Arvest Wealth management logo

Arvest Wealth management

Multi-team

Firm-wide stats for Arvest Wealth management

Total advisors

204

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

2835 E Battlefield

Springfield MO 65804

Advisors at this office

6

Advisors at this office

user avatar

Randal L

Series 66

Springfield, MO

Arvest Wealth management

Randal Lyons is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management since 2012. Outside of his advisory role, Lyons is a partner in LyonsBarrels LLC, a hobby business focused on refinishing and reselling used whiskey barrels. 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, 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

Homer G

Series 66

Springfield, MO

Arvest Wealth management

Homer Giles is a financial advisor at Arvest Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Arvest since 2017. Prior to that, he was employed at Bank of America and Merrill. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored investment strategies aligned 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

Elias L

Series 66

Springfield, MO

Arvest Wealth management

Elias Lairmore is a financial advisor at Arvest Wealth Management in Springfield, MO, holding a Series 66 designation. He joined Arvest Wealth Management in 2026 after working at Arvest Bank and has a background that includes positions at Evangel University, Herschend Family Entertainment - White Water, and Ozark High School. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment 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

Robin C

Series 66

Springfield, MO

Arvest Wealth management

Robin Cole is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and seven years of industry experience. He has been with Arvest Wealth Management since 2014. 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, managing a combination of discretionary and non-discretionary assets.

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

Ryan R

Series 66

Springfield, MO

Arvest Wealth management

Ryan Rodgers is a financial advisor with Arvest Wealth Management in Springfield, MO, holding a Series 66 designation and three years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2023. Outside of his advisory role, Rodgers serves as Vice President of the Mavs of Springfield Baseball Foundation and is a baseball coach and part owner of USA Prime Mavericks Baseball, a youth baseball organization. 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-centered 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

Rhonda S

Series 66

Springfield, MO

Arvest Wealth management

Rhonda Sorensen is a Series 66-licensed financial advisor with 23 years of industry experience. She has been with Arvest Wealth Management and Arvest Bank in Springfield, MO, for the past 10 years, dividing her time primarily between the two roles. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to 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
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