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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-18-1997
- Office Locations
- 72
Office Locations
About Arvest Wealth Management
Arvest Wealth Management is a retail and institutional advisory firm providing financial planning, portfolio construction and asset management, alongside estate planning, retirement plan and insurance solutions. Its investment toolkit includes ETFs and mutual funds, fixed income and alternative exposures, with ESG/SRI options; it serves entrepreneurs among its client base. The firm custodies with Pershing and operates across 71 offices.
Reported data analysis
What the numbers show
Between September 17, 2025 and March 30, 2026, reported AUM increased 21.8%, from $2.8B to $3.4B.
Across 5 reported observations, AUM increased 13.1% between November 21, 2022 and March 30, 2026, from $3.0B to $3.4B.
Of the latest reported AUM, 29.0% is discretionary and 71.0% is non-discretionary.
The firm reports 173 advisory representatives and 6,811 clients, or 39.4 clients per representative. That equates to $505.0K in reported AUM per client.
The profile lists 72 reported office locations and 29 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
GRETCHEN DAPHYNE BREWER
Principal
- CRD
- #5089523
- Ownership
- Less than 5%
Kendra Bradford Cain
Chief Compliance Officer, DIRECTOR
- CRD
- #4580246
- Ownership
- Less than 5%
Showing 2 of 17 owners & executives
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DWIGHT DOUGLAS ADKINS
Senior Vice President, Senior Client Advisor
- CRD
- #4304267
Roberto Carlos Aguilar
--
- CRD
- #7977443
Showing 2 of 230 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,487,385 | $453,197 |
| Non-Discretionary | $2,442,254,283 | $390,636 |
| Total | $3,439,741,668 | $406,926 |
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Separately Managed Accounts
SMA allocation detail is available
Arvest Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Arvest Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.