Financial advisers in Edmond, OK
6 registered investment adviser firms in Edmond managing $2.7B in assets, based on public SEC Form ADV filings.
Forge Financial
Edmond, OK · Est. 2020
Local
- AUM
- $1.5B
- Per adviser
- $97M
- Advisers
- 15
No reported disclosures
Transcendent Capital Group
Edmond, OK · Est. 2021
Local
- AUM
- $361M
- Per adviser
- $40M
- Advisers
- 9
No reported disclosures
Bison Capital Group, LLC
Edmond, OK · Est. 2021
Local
- AUM
- $306M
- Per adviser
- $153M
- Advisers
- 2
No reported disclosures
Jm2 Capital INC.
Edmond, OK · Est. 2022
Local
- AUM
- $238M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Hughes Warren, INC.
Edmond, OK · Est. 2018
Local
- AUM
- $221M
- Per adviser
- $110M
- Advisers
- 2
No reported disclosures
Chappelwood Financial Services
Edmond, OK · Est. 2026
Local
- AUM
- $113M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures