Registered investment advisers in Oklahoma

AUM: $23.0B
Per adviser: $1.8B
Advisers: 13

No reported disclosures

Cavanal Hill Investment Management, INC.

Tulsa, OK · Est. 2001

AUM: $15.2B
Per adviser: $381M
Advisers: 40

No reported disclosures

Capital Advisors, INC.

Tulsa, OK · Est. 1978

AUM: $7.4B
Per adviser: $212M
Advisers: 35

No reported disclosures

Ce Investment Management, LLC

Oklahoma City, OK · Est. 2019

AUM: $5.9B
Per adviser: $348M
Advisers: 17

No reported disclosures

Caption Management, LLC

Oklahoma City, OK · Est. 2017

AUM: $3.4B
Per adviser: $284M
Advisers: 12

No reported disclosures

Knightsbridge Advisers LLC

Bartlesville, OK · Est. 1993

AUM: $3.3B
Per adviser: $411M
Advisers: 8

No reported disclosures

Argonaut Private Capital, LP

Tulsa, OK · Est. 2016

AUM: $3.0B
Per adviser: $158M
Advisers: 19

No reported disclosures

Warwick Investment Group, LLC

Oklahoma City, OK · Est. 2015

AUM: $2.1B
Per adviser: $158M
Advisers: 13

No reported disclosures

Tom Johnson Investment Management, LLC

Oklahoma City, OK · Est. 1992

AUM: $1.6B
Per adviser: $272M
Advisers: 6

No reported disclosures

Trinity Strategic Wealth

Tulsa, OK · Est. 2025

AUM: $1.5B
Per adviser: $96M
Advisers: 16

No reported disclosures

Retirement Investment Advisors INC

Oklahoma City, OK · Est. 1993

AUM: $1.5B
Per adviser: $186M
Advisers: 8

No reported disclosures

Forge Financial

Edmond, OK · Est. 2020

AUM: $1.5B
Per adviser: $97M
Advisers: 15

No reported disclosures

Gibraltar Capital Management, INC.

Tulsa, OK · Est. 2006

AUM: $1.3B
Per adviser: $75M
Advisers: 18

No reported disclosures

Prescott Group Capital Management L.L.C.

Tulsa, OK · Est. 2001

AUM: $1.3B
Per adviser: $649M
Advisers: 2

No reported disclosures

Allegiant Wealth Advisors, LLC

Tulsa, OK · Est. 2024

AUM: $1.2B
Per adviser: $584M
Advisers: 2

No reported disclosures

Fourpath Capital Management, LLC

Oklahoma City, OK · Est. 2021

AUM: $1.1B
Per adviser: $176M
Advisers: 6

No reported disclosures

Bok Financial Advisors

Tulsa, OK · Est. 1997

National

AUM: $1.1B
Per adviser: $7M
Advisers: 142

The Advisory Resource Group, LLC

Tulsa, OK · Est. 2017

AUM: $927M
Per adviser: $154M
Advisers: 6

No reported disclosures

Acorn Capital Management

Oklahoma City, OK · Est. 2017

AUM: $893M
Per adviser: $69M
Advisers: 13

No reported disclosures

Spur Capital Partners

Bartlesville, OK · Est. 2001

AUM: $880M
Per adviser: $176M
Advisers: 5

No reported disclosures

Warburton Capital Management, LLC

Tulsa, OK · Est. 2013

AUM: $787M
Per adviser: $131M
Advisers: 6

No reported disclosures

Cadent Capital Advisors, LLC

Tulsa, OK · Est. 2013

AUM: $786M
Per adviser: $71M
Advisers: 11

Castlepoint Wealth Advisors

Oklahoma City, OK · Est. 2015

AUM: $751M
Per adviser: $94M
Advisers: 8

No reported disclosures

Plan Group Financial, INC.

Oklahoma City, OK · Est. 2020

AUM: $690M
Per adviser: $41M
Advisers: 17

No reported disclosures

Vista Investment Partners LLC

Oklahoma City, OK · Est. 2017

AUM: $611M
Per adviser: $102M
Advisers: 6

No reported disclosures

Hogantaylor Wealth

Tulsa, OK · Est. 2010

AUM: $593M
Per adviser: $99M
Advisers: 6

No reported disclosures

The Legacy Financial Group, INC.

Tulsa, OK · Est. 2005

AUM: $591M
Per adviser: $118M
Advisers: 5

No reported disclosures

Investrust Consulting, LLC

Oklahoma City, OK · Est. 1998

AUM: $588M
Per adviser: $74M
Advisers: 8

No reported disclosures

Everpar Advisors LLC

Tulsa, OK · Est. 2023

AUM: $588M
Per adviser: $65M
Advisers: 9

No reported disclosures

Scissortail Wealth Management, LLC

Tulsa, OK · Est. 2018

AUM: $568M
Per adviser: $71M
Advisers: 8

No reported disclosures

Melia Wealth LLC

Tulsa, OK · Est. 2017

AUM: $560M
Per adviser: $140M
Advisers: 4

No reported disclosures

Relation Wealth Management, INC.

Tulsa, OK · Est. 2024

AUM: $541M
Per adviser: $77M
Advisers: 7

No reported disclosures

Council Oak Wealth Advisors

Tulsa, OK · Est. 2018

AUM: $529M
Per adviser: $132M
Advisers: 4

No reported disclosures

Pinnacle Investment Advisors

Tulsa, OK · Est. 2000

AUM: $508M
Per adviser: $85M
Advisers: 6

No reported disclosures

Mitchell & Pahl Private Wealth

Oklahoma City, OK · Est. 2020

AUM: $450M
Per adviser: $225M
Advisers: 2

No reported disclosures

Access Financial Resources INC.

Oklahoma City, OK · Est. 2000

AUM: $411M
Per adviser: $59M
Advisers: 7

Burkholder Wealth Management

Tulsa, OK · Est. 2023

AUM: $380M
Per adviser: $63M
Advisers: 6

No reported disclosures

Olistico Wealth, LLC

Tulsa, OK · Est. 2021

AUM: $372M
Per adviser: $93M
Advisers: 4

No reported disclosures

Gaddis Premier Wealth Advisors LLC

Durant, OK · Est. 2022

AUM: $369M
Per adviser: $53M
Advisers: 7

No reported disclosures

Transcendent Capital Group

Edmond, OK · Est. 2021

AUM: $361M
Per adviser: $40M
Advisers: 9

No reported disclosures

Wealth Oklahoma

Tulsa, OK · Est. 2014

AUM: $356M
Per adviser: $59M
Advisers: 6

No reported disclosures

Fmi

Ardmore, OK · Est. 2017

AUM: $318M
Per adviser: $80M
Advisers: 4

No reported disclosures

Bison Capital Group, LLC

Edmond, OK · Est. 2021

AUM: $306M
Per adviser: $153M
Advisers: 2

No reported disclosures

Oath Planning, LLC

Tulsa, OK · Est. 2023

AUM: $285M
Per adviser: $47M
Advisers: 6

No reported disclosures

Sutterfield Financial Group, INC.

Bartlesville, OK · Est. 2005

AUM: $274M
Per adviser: $21M
Advisers: 13

No reported disclosures

Triton Financial Group, INC

Oklahoma City, OK · Est. 2020

AUM: $259M
Per adviser: $129M
Advisers: 2

No reported disclosures

Humphreys Capital, LLC

Oklahoma City, OK · Est. 2020

AUM: $252M
Per adviser: $25M
Advisers: 10

No reported disclosures

Windle Wealth

Oklahoma City, OK · Est. 2022

AUM: $251M
Per adviser: $126M
Advisers: 2

No reported disclosures

Lig Capital Management, LLC

Oklahoma City, OK · Est. 2022

AUM: $250M
Per adviser: $63M
Advisers: 4

No reported disclosures

Bison Capital Advisors, LLC

Oklahoma City, OK · Est. 2020

AUM: $250M
Per adviser: $83M
Advisers: 3

No reported disclosures

Corporate Consulting Group, INC.

Tulsa, OK · Est. 2004

AUM: $241M
Per adviser: $120M
Advisers: 2

No reported disclosures

Jm2 Capital INC.

Edmond, OK · Est. 2022

AUM: $238M
Per adviser: $79M
Advisers: 3

No reported disclosures

Sustainable Advisors Alliance LLC

Tulsa, OK · Est. 2021

AUM: $235M
Per adviser: $29M
Advisers: 8

No reported disclosures

Adaptation Financial Advisors INC.

Oklahoma City, OK · Est. 2020

AUM: $234M
Per adviser: $58M
Advisers: 4

No reported disclosures

Drawbridge Capital

Tulsa, OK · Est. 2019

AUM: $225M
Per adviser: $37M
Advisers: 6

Asset Management Advisors, LLC

Oklahoma City, OK · Est. 1999

AUM: $221M
Per adviser: $111M
Advisers: 2

No reported disclosures

Hughes Warren, INC.

Edmond, OK · Est. 2018

AUM: $221M
Per adviser: $110M
Advisers: 2

No reported disclosures

Robert Stephen Capital Management LLC

Tulsa, OK · Est. 2008

AUM: $219M
Per adviser: $73M
Advisers: 3

No reported disclosures

Mcguire Capital Advisors, INC.

Bethany, OK · Est. 2025

AUM: $202M
Per adviser: $51M
Advisers: 4

No reported disclosures

J M Brown Financial Partners

Tulsa, OK · Est. 2024

AUM: $202M
Per adviser: $40M
Advisers: 5

No reported disclosures

Redstone Wealth Management, LLC

Oklahoma City, OK · Est. 2023

AUM: $188M
Per adviser: $47M
Advisers: 4

No reported disclosures

Summit Wealth Group, LLC

Tulsa, OK · Est. 2021

AUM: $182M
Per adviser: $46M
Advisers: 4

No reported disclosures

Comprehensive Financial Planning INC

Oklahoma City, OK · Est. 1988

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Meliora Capital

Tulsa, OK · Est. 2020

AUM: $175M
Per adviser: $175M
Advisers: 1

No reported disclosures

Sageoak Financial, LLC

Tulsa, OK · Est. 2021

AUM: $175M
Per adviser: $58M
Advisers: 3

No reported disclosures

Servo Wealth Management LLC

Oklahoma City, OK · Est. 2024

AUM: $174M
Per adviser: $174M
Advisers: 1

No reported disclosures

R.J. Cloud Advisors & Company

Bixby, OK · Est. 2022

AUM: $171M
Per adviser: $57M
Advisers: 3

No reported disclosures

G. Dewayne Mcanally

Oklahoma City, OK · Est. 2022

AUM: $170M
Per adviser: $57M
Advisers: 3

Perissos Private Wealth Management

Bethany, OK · Est. 2024

AUM: $167M
Per adviser: $84M
Advisers: 2

No reported disclosures

Archambo Financial Advisors, INC.

Bartlesville, OK · Est. 2021

AUM: $163M
Per adviser: $54M
Advisers: 3

No reported disclosures

F.I.G. Financial Advisory Services, INC.

Oklahoma City, OK · Est. 2020

AUM: $162M
Per adviser: $54M
Advisers: 3

No reported disclosures

Fredric E. Russell Investment Management Co.

Tulsa, OK · Est. 2018

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Revo Financial, LLC

Bartlesville, OK · Est. 2025

AUM: $135M
Per adviser: $68M
Advisers: 2

No reported disclosures

Longbow Asset Management

Tulsa, OK · Est. 2021

AUM: $134M
Per adviser: $67M
Advisers: 2

No reported disclosures

Epic Wealth Management, LLC

Oklahoma City, OK · Est. 2018

AUM: $121M
Per adviser: $30M
Advisers: 4

No reported disclosures

10elms LLP

Tulsa, OK · Est. 2024

AUM: $121M
Per adviser: $40M
Advisers: 3

No reported disclosures

Compass Capital Management, LLC

Mcalester, OK · Est. 2025

AUM: $119M
Per adviser: $59M
Advisers: 2

No reported disclosures

Chappelwood Financial Services

Edmond, OK · Est. 2026

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

L&S Private Wealth, LLC

Oklahoma City, OK · Est. 2026

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Seraph Capital Associates, LLC

Bartlesville, OK · Est. 2018

AUM: $90M
Per adviser: $90M
Advisers: 1

No reported disclosures

Even Herd LLC

Oklahoma City, OK · Est. 2024

AUM: $56M
Per adviser: $56M
Advisers: 1

No reported disclosures

Native American Fund Advisors LLC

Tulsa, OK · Est. 2000

AUM: $39M
Per adviser: $8M
Advisers: 5

No reported disclosures

Oak Creek Private Wealth Management LLC

Tulsa, OK · Est. 2024

AUM: $4M
Per adviser: $4M
Advisers: 1

No reported disclosures

Bridgecreek Financial Group

Tulsa, OK · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Tao Private Wealth, LLC

Tulsa, OK · Est. 2026