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Arvest Investments

Full company profile

uuid002vmho

Namestring
Arvest Investments
Websiteurl
arvest.com
Company typeenum
Private
Founded yearint
1961
Descriptiontext

Arvest Investments, Inc. is a privately held United States financial services firm headquartered in Lowell, with operations dating to 1961. Per available firmographic data, the company is classified as a banking and financial services entity engaged in investment, lending, and other financial services. Its operational scale is modest, with a reported headcount in the 51-100 employee range, suggesting a regionally focused or relationship-driven intermediary rather than a national consumer or institutional platform. The firm operates as a for-profit private company under the Arvest brand and is reachable via its primary domain, arvest.com, although the website was inaccessible at the time of data collection due to bot-detection blocking.

Core product, pricing, customer, and go-to-market detail could not be retrieved from the supplied source data. No product catalog, technology stack, partnerships, customer references, awards, or regulatory filings are present. As a result, the company's specific lending or investment offerings, fee or interest-rate mechanics, target customer segments, distribution channels, and revenue mix cannot be characterized with confidence beyond the high-level "investment, lending & other financial services" descriptor in the firmographic record. Any deeper diligence on product mix, AUM, loan-book composition, yield, NIM, deposit base, or fee economics requires direct company outreach or primary-source documentation that was not available in this data set.

Given the absence of disclosed financial figures and the blocking of the corporate website, the investment-relevant dimensions of the firm — capital structure, growth cadence, hiring trend, M&A history, leadership roster, and expansion signals — are also unverified. The analytical conclusions in this assessment are therefore intentionally conservative and flag the data gaps explicitly.

Short descriptiontext

Arvest Investments, Inc. is a privately held US financial services firm founded in 1961 and headquartered in Lowell, offering investment, lending, and related financial services to its clients with a team of 51-100 employees.

Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersLowell, United States
HQ citystring
Lowell
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
community banking services, consumer lending products, investment advisory services, financial services, deposit accounts
Industry1 code
PRIMARYFSAAACAG
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
NAICS code1 code
  • Portfolio Management and Investment Advice52394
SIC code2 codes
  • Investment Advice6282
  • Loan Brokers6163
Product category
Community Banking
Social media profiles1 record
Cost components5 values
Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales
Core offering1 text field

Arvest Investments, Inc. is a private banking and financial services firm that provides investment, lending, and other financial services to customers. Founded in 1961 and headquartered in Lowell, United States, the firm operates with a staff of 51-100 employees serving local clientele through traditional banking channels.

Differentiator
Functional benefit
Problem solved
No data
Peers10 records
1Ameriprise Financial
TypeBroad incumbent
Description

A diversified US financial services company offering investment advisory, wealth management, banking, and lending products. Comparable to Arvest Investments because of the combined investment-plus-lending offering, though Ameriprise operates at substantially greater national scale.

2Raymond James Financial
TypeBroad incumbent
Description

A diversified financial services firm offering wealth management, investment banking, asset management, and lending. Comparable to Arvest Investments because it pairs investment advisory with credit and lending products, though at much larger scale and broader geographic reach.

3LPL Financial
TypeBroad incumbent
Description

The largest US independent broker-dealer and RIA, providing investment, advisory, and lending-adjacent services to a national advisor network. Comparable to Arvest Investments because it serves the same advisor-led investment and lending use cases, but at vastly larger scale.

4Edward Jones
TypeDirect peer
Description

A large US advisor-led investment and lending firm with a deep branch network serving individual and small-business clients. Comparable to Arvest Investments because both operate relationship-driven advisory models combining investment and lending products to retail and small-business clients.

5Cambridge Investment Research
TypeDirect peer
Description

A US independent broker-dealer and RIA supporting thousands of financial advisors who deliver investment and lending-adjacent services to retail clients. Comparable to Arvest Investments as a private financial services platform serving advisor-led investment and lending relationships.

6Robert W. Baird & Co.
TypeBroad incumbent
Description

A privately held, employee-owned financial services firm providing wealth management, investment banking, and institutional services. Comparable to Arvest Investments in combining investment advisory with lending/credit-adjacent services and operating as a private firm.

7Hilltop Holdings (through PlainsCapital Bank)
TypeBroad incumbent
Description

A diversified US holding company combining banking, lending, and wealth management through subsidiaries such as PlainsCapital Bank and Hilltop Securities. Comparable to Arvest Investments in combining investment advisory and lending, though at much larger community-banking scale.

8Commonwealth Financial Network
TypeDirect peer
Description

A US private broker-dealer and RIA serving independent financial advisors who deliver investment and lending-adjacent services to individuals and small businesses. Comparable to Arvest Investments as a privately held, advisor-focused financial services firm of similar mid-tier scale.

9Janney Montgomery Scott
TypeDirect peer
Description

A US private financial services firm focused on wealth management, investment advisory, and capital markets for individuals and institutions. Comparable to Arvest Investments because it is a similarly sized private firm offering investment and lending-related services to local and regional clients.

10Stifel Financial
TypeBroad incumbent
Description

A diversified US wealth management, investment banking, and lending franchise. Comparable to Arvest Investments because it offers investment advisory, lending, and broader financial services, although Stifel operates at significantly greater scale across multiple business lines.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

No data
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Arvest Investments

Community Bankingarvest.com

Arvest Investments, Inc. is a privately held US financial services firm founded in 1961 and headquartered in Lowell, offering investment, lending, and related financial services to its clients with a team of 51-100 employees.

What Arvest Investments does

Arvest Investments, Inc. is a privately held United States financial services firm headquartered in Lowell, with operations dating to 1961. Per available firmographic data, the company is classified as a banking and financial services entity engaged in investment, lending, and other financial services. Its operational scale is modest, with a reported headcount in the 51-100 employee range, suggesting a regionally focused or relationship-driven intermediary rather than a national consumer or institutional platform. The firm operates as a for-profit private company under the Arvest brand and is reachable via its primary domain, arvest.com, although the website was inaccessible at the time of data collection due to bot-detection blocking.

Core product, pricing, customer, and go-to-market detail could not be retrieved from the supplied source data. No product catalog, technology stack, partnerships, customer references, awards, or regulatory filings are present. As a result, the company's specific lending or investment offerings, fee or interest-rate mechanics, target customer segments, distribution channels, and revenue mix cannot be characterized with confidence beyond the high-level "investment, lending & other financial services" descriptor in the firmographic record. Any deeper diligence on product mix, AUM, loan-book composition, yield, NIM, deposit base, or fee economics requires direct company outreach or primary-source documentation that was not available in this data set.

Given the absence of disclosed financial figures and the blocking of the corporate website, the investment-relevant dimensions of the firm — capital structure, growth cadence, hiring trend, M&A history, leadership roster, and expansion signals — are also unverified. The analytical conclusions in this assessment are therefore intentionally conservative and flag the data gaps explicitly.

Arvest Investments firmographics

Firmographics
Name
Arvest Investments
Website
https://arvest.com
Company type
Private
Founded year
1961
Headcount range
51–100 employees
Short description
Arvest Investments, Inc. is a privately held US financial services firm founded in 1961 and headquartered in Lowell, offering investment, lending, and related financial services to its clients with a team of 51-100 employees.
Ownership category
akta.pro rank

Arvest Investments industry classification

Industry
Product category
Community Banking
NAICS
Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282), Loan Brokers (6163)
akta.pro industry
PRIMARYFSAAACAG
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

  • Community banking services
  • Consumer lending products
  • Investment advisory services
  • Financial services
  • Deposit accounts

Where Arvest Investments is headquartered

Location

Headquarters

HQ city
Lowell
HQ country
United States
HQ region
North America

Markets served

Arvest Investments product offering

Product offering

Core offering

Arvest Investments, Inc. is a private banking and financial services firm that provides investment, lending, and other financial services to customers. Founded in 1961 and headquartered in Lowell, United States, the firm operates with a staff of 51-100 employees serving local clientele through traditional banking channels.

Differentiator

Problem solved

Functional benefit

Arvest Investments technology and API

Technology

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Arvest Investments competitors and assessment

Company assessment

Broad incumbents

  • Ameriprise Financial: A diversified US financial services company offering investment advisory, wealth management, banking, and lending products. Comparable to Arvest Investments because of the combined investment-plus-lending offering, though Ameriprise operates at substantially greater national scale.
  • Raymond James Financial: A diversified financial services firm offering wealth management, investment banking, asset management, and lending. Comparable to Arvest Investments because it pairs investment advisory with credit and lending products, though at much larger scale and broader geographic reach.
  • LPL Financial: The largest US independent broker-dealer and RIA, providing investment, advisory, and lending-adjacent services to a national advisor network. Comparable to Arvest Investments because it serves the same advisor-led investment and lending use cases, but at vastly larger scale.
  • Robert W. Baird & Co. A privately held, employee-owned financial services firm providing wealth management, investment banking, and institutional services. Comparable to Arvest Investments in combining investment advisory with lending/credit-adjacent services and operating as a private firm.
  • Hilltop Holdings (through PlainsCapital Bank): A diversified US holding company combining banking, lending, and wealth management through subsidiaries such as PlainsCapital Bank and Hilltop Securities. Comparable to Arvest Investments in combining investment advisory and lending, though at much larger community-banking scale.
  • Stifel Financial: A diversified US wealth management, investment banking, and lending franchise. Comparable to Arvest Investments because it offers investment advisory, lending, and broader financial services, although Stifel operates at significantly greater scale across multiple business lines.

Direct peers

  • Edward Jones: A large US advisor-led investment and lending firm with a deep branch network serving individual and small-business clients. Comparable to Arvest Investments because both operate relationship-driven advisory models combining investment and lending products to retail and small-business clients.
  • Cambridge Investment Research: A US independent broker-dealer and RIA supporting thousands of financial advisors who deliver investment and lending-adjacent services to retail clients. Comparable to Arvest Investments as a private financial services platform serving advisor-led investment and lending relationships.
  • Commonwealth Financial Network: A US private broker-dealer and RIA serving independent financial advisors who deliver investment and lending-adjacent services to individuals and small businesses. Comparable to Arvest Investments as a privately held, advisor-focused financial services firm of similar mid-tier scale.
  • Janney Montgomery Scott: A US private financial services firm focused on wealth management, investment advisory, and capital markets for individuals and institutions. Comparable to Arvest Investments because it is a similarly sized private firm offering investment and lending-related services to local and regional clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Arvest Investments social profiles

Digital presence

Arvest Investments financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Arvest Investments leadership team

Management profile

Number of profiles

Arvest Investments funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Arvest Investments M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arvest Investments

What does Arvest Investments do?

Arvest Investments, Inc. is a private banking and financial services firm that provides investment, lending, and other financial services to customers. Founded in 1961 and headquartered in Lowell, United States, the firm operates with a staff of 51-100 employees serving local clientele through traditional banking channels.

When was Arvest Investments founded?

Arvest Investments was founded in 1961. It employs 51 to 100 people.

Where is Arvest Investments based?

Arvest Investments is headquartered in Lowell, United States, in the North America region.

Who are Arvest Investments's main competitors?

Broad incumbents on record are Ameriprise Financial, Raymond James Financial, LPL Financial, Robert W. Baird & Co., Hilltop Holdings (through PlainsCapital Bank) and Stifel Financial. Direct peers are Edward Jones, Cambridge Investment Research, Commonwealth Financial Network and Janney Montgomery Scott.

Does Arvest Investments have an API?

No public API is recorded for Arvest Investments.

What industry is Arvest Investments in?

Arvest Investments's product category is Community Banking. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 52394 and its SIC code is 6282.

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Defense WorldArvest Investments Inc. Grows Stake in Microsoft Corporation $MSFTArvest Investments raised its Microsoft stake by 13.4% in Q2, holding 21,351 shares worth $7.965 million. CEO Judson Althoff and Satya Nadella sold shares, with insiders selling 101,335 shares in 90 days. Analysts rate Microsoft a Moderate Buy with a $564.27 average target.American Banking and Market NewsMicrosoft Corporation $MSFT Shares Acquired by Arvest Investments Inc.Arvest Investments increased its Microsoft stake by 13.4% in Q2, holding 21,351 shares worth $7.965 million. CEO Judson Althoff sold 10,000 shares on August 5th, and insiders sold 101,335 shares in the last 90 days. Analysts rate the stock a Moderate Buy with a $564.27 target.Defense WorldArvest Investments Inc. Sells 1,147 Shares of Micron Technology, Inc. $MUArvest Investments Inc. reduced its stake in Micron Technology by 25.5% during the second quarter, selling 1,147 shares to hold 3,354 shares valued at approximately $3.87 million. The semiconductor manufacturer recently reported strong quarterly earnings with revenue of $41.46 billion and announced a new quarterly dividend of $0.15 per share.Defense WorldArvest Bank Trust Division Acquires 9,475 Shares of Visa Inc. $VArvest Bank Trust Division increased its stake in Visa Inc. by 620.9% during the first quarter, purchasing an additional 9,475 shares to own 11,001 shares worth $3.3 million. Visa reported first-quarter earnings of $3.31 per share, beating consensus estimates by $0.21, with revenue of $11.23 billion up 17.1% year-over-year. The company also announced a $20 billion stock buyback program and declared a $0.67 quarterly dividend.Defense WorldArvest Bank Trust Division Buys 27,575 Shares of The Walt Disney Company $DISArvest Bank Trust Division increased its stake in The Walt Disney Company by 869.6% in the first quarter, acquiring an additional 27,575 shares to hold 30,746 shares worth approximately $2.96 million as of the most recent SEC filing. Multiple other institutional investors, including J. Stern & Co. LLP, Norges Bank, Viking Global Investors LP, Price T Rowe Associates Inc. MD, and Arrowstreet Capital Limited Partnership, also adjusted their positions in Walt Disney during recent quarters. Walt Disney currently has a consensus rating of "Moderate Buy" with a price target of $129.00, and the stock trades at approximately $96.12 with a market cap of $166.91 billion.Defense WorldArvest Bank Trust Division Acquires 137,361 Shares of Walmart Inc. $WMTArvest Bank Trust Division increased its holdings in Walmart Inc. by 30.3% during the first quarter, acquiring 137,361 additional shares to bring its total position to 590,623 shares worth approximately $73.4 million. Multiple other institutional investors, including Brighton Jones LLC, Revolve Wealth Partners LLC, Peterson Wealth Management, and Schnieders Capital Management LLC, also increased their Walmart positions during recent quarters. Walmart reported quarterly earnings of $0.66 per share meeting analyst estimates, with revenue of $177.75 billion up 7.4% year-over-year, while company insiders sold approximately $10.7 million in stock over the trailing 90 days.Defense WorldiShares Core S&P 500 ETF $IVV Position Lifted by Arvest Investments Inc.Arvest Investments Inc. raised its holdings in iShares Core S&P 500 ETF by 5.1% in the fourth quarter, acquiring an additional 1,744 shares to own 35,744 shares valued at $24,483,000, making it the fund's fifth largest holding. The article also reports that several other institutional investors, including Heck Capital Advisors LLC, Bison Wealth LLC, and First Trust Advisors LP, modified their positions in the ETF during recent quarters. The iShares Core S&P 500 ETF, which tracks the S&P 500 Index, has a market capitalization of $726.73 billion and 70.12% institutional ownership.Defense WorldSavvy Advisors Inc. Buys 73,396 Shares of Vanguard FTSE Emerging Markets ETF $VWOSavvy Advisors Inc. increased its stake in the Vanguard FTSE Emerging Markets ETF by 37.3% during the fourth quarter, purchasing an additional 73,396 shares to bring its total holdings to 270,274 shares valued at $14.53 million. Several other institutional investors, including Arta Finance Wealth Management, Hanson & Doremus Investment Management, Stratos Wealth Partners, Stratos Wealth Advisors, and Arvest Investments, also adjusted their positions in the ETF during the quarter. The Vanguard FTSE Emerging Markets ETF tracks the FTSE Emerging Markets All Cap China A Inclusion Index and currently has a market capitalization of $109.46 billion.Defense WorldTexas Instruments Incorporated $TXN Shares Sold by Arvest Investments Inc.Arvest Investments Inc. reduced its position in Texas Instruments shares by 54.9% during the fourth quarter, selling 2,808 shares, while multiple other institutional investors adjusted their TXN holdings during the period. Texas Instruments reported quarterly earnings of $1.27 per share, slightly missing the $1.29 consensus estimate, with Q1 2026 guidance set at $1.22-$1.48 EPS. Company insiders sold 114,284 shares valued at $25.5 million in the last three months, representing 0.60% of outstanding shares.Defense WorldBoston Scientific Corporation $BSX Holdings Cut by Arvest Investments Inc.Arvest Investments Inc. reduced its stake in Boston Scientific Corporation by 77% during the fourth quarter, selling 10,008 shares and leaving the firm with 2,983 shares worth approximately $284,000. The article details additional institutional investor activity, including increases by Gerber Kawasaki, Crown Wealth Group, Claret Asset Management, and other firms, while CEO Michael F. Mahoney sold 160,901 shares worth $15 million. Boston Scientific reported quarterly earnings of $0.80 per share, beating estimates by $0.02, with revenue of $5.29 billion, up 15.9% year-over-year.