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Ryan Everett Ritchie

ARVEST WEALTH MANAGEMENT
LOWELL, AR
·CRD# 3241776·21 years experience

Professional Summary

Ryan Everett Ritchie, who also goes by Ryan E Ritchie, is a registered financial advisor currently at ARVEST WEALTH MANAGEMENT located in Lowell, Arkansas. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan E Ritchie

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

ARVEST WEALTH MANAGEMENT·CRD# 42057
RIA
BD
913 West Monroe Avenue, Lowell, AR 72745
December 14, 2004 - Present

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Current Firm

AW
ARVEST WEALTH MANAGEMENT

ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.

CRD#: 42057 / SEC#: 801-63738, 8-49677
RIA
Registered Investment Advisory firm - SEC (1/3/2005 Approved)
Arkansas
Registered Investment Advisory firm - SEC (1/4/2005 Terminated)
Oklahoma
Registered Investment Advisory firm - SEC (1/7/2005 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

913 W Monroe Avenue, Lowell, AR 72745

Mailing Address

Po Box 1515, Lowell, AR 72745

Phone Number

(888) 916-2121

Established

Arkansas since 07/11/1996

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

238

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE OF ARVEST WEALTH MANAGEMENT (3/30/2026)

Direct owners and executive officers

NamePositionCRD#
ARVEST BANKOWNER—
BAKER, JENNIFER W.DIRECTOR8305841
BREWER, GRETCHEN DAPHYNEFINANCIAL AND OPERATIONAL PRINCIPAL AND PRINCIPAL FINANCIAL OFFICER5089523
CAIN, KENDRA BRADFORDDIRECTOR4580246
CAIN, KENDRA BRADFORDCHIEF COMPLIANCE OFFICER4580246
COTTRELL, ASA ANDERSONCHIEF EXECUTIVE OFFICER, CHAIRMAN, DIRECTOR2151839
CRAIN, BRADLEY JEANDIRECTOR5203394
DERRYBERRY, DEE GARRISONDIRECTOR4013705
DERRYBERRY, DEE GARRISONCOO4013705
HAYS, KIRK JODELLDIRECTOR8156910
JAMES, CARA CLUGSTONDIRECTOR7249296
LIPSCOMB, TABITHA HUBBSDIRECTOR4347525
MACHEN, JAMES MATTHEWDIRECTOR4882241
MORBECK, AMY MARIEDIRECTOR7972656
PAROUBEK, YURIK IVERDIRECTOR8206030
PAYNE, KARLADIRECTOR4725253
PERRON, JOHN ARLEIGHPRIVATE SECURITIES OFFERINGS PRINCIPAL3159317
PERRON, JOHN ARLEIGHPRINCIPAL OPERATIONS OFFICER3159317
PERRON, JOHN ARLEIGHARVEST1 MANAGER / MANAGER OF CLIENT SERVICES, MUNICIPAL PRINCIPAL3159317
PERRON, JOHN ARLEIGHREGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)3159317
ROGERS, DONNY RAY JRPRESIDENT INVESTMENT SERVICES, SECRETARY OF BOARD, DIRECTOR2602108
ROOKER, BARRY CHRISTOPHERSENIOR DIRECTOR OF SALES/DIRECTOR3262999
SHEPARD, RODNEY LEMANDIRECTOR7884866
SMITH, BRIAN ANDREWDIRECTOR, EXECUTIVE VICE PRESIDENT, SENIOR DIRECTOR OF SALES, DIRECTOR OF RETIREMENT PLAN CONSULTING2888485
WILKINS, AILEEN MUSHINSKIDIRECTOR8305773

Regulatory Assets Under Management

Total Number of Accounts

8,453

AUM (Assets Under Management)

$3,439,741,668

Disclosures

Regulatory Event

3

Arbitration

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/20/2025Cover PageReport
01/13/2025Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Dually employed by Arvest Bank's Trust Department, located in Lowell, AR. I split my time 50%/50% between Arvest Bank and Arvest Wealth Management.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARVEST WEALTH MANAGEMENT

ARVEST ASSET MANAGEMENT | ARVEST WEALTH MANAGEMENT | ARVEST INVESTMENTS, INC.

CRD#: 42057 / SEC#: 801-63738, 8-49677
RIA
Registered Investment Advisory firm - SEC (1/3/2005 Approved)
Arkansas
Registered Investment Advisory firm - SEC (1/4/2005 Terminated)
Oklahoma
Registered Investment Advisory firm - SEC (1/7/2005 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arkansas
(12/14/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2004About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Everett Ritchie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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