Financial advisers in Oklahoma City, OK
29 registered investment adviser firms in Oklahoma City managing $45.8B in assets, based on public SEC Form ADV filings.
Exchange Traded Concepts, LLC
Oklahoma City, OK · Est. 2009
- AUM
- $23.0B
- Per adviser
- $1.8B
- Advisers
- 13
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
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
Retirement Investment Advisors INC
Oklahoma City, OK · Est. 1993
- AUM
- $1.5B
- Per adviser
- $186M
- Advisers
- 8
No reported disclosures
Fourpath Capital Management, LLC
Oklahoma City, OK · Est. 2021
- AUM
- $1.1B
- Per adviser
- $176M
- Advisers
- 6
No reported disclosures
Acorn Capital Management
Oklahoma City, OK · Est. 2017
- AUM
- $893M
- Per adviser
- $69M
- Advisers
- 13
No reported disclosures
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
Investrust Consulting, LLC
Oklahoma City, OK · Est. 1998
- AUM
- $588M
- Per adviser
- $74M
- Advisers
- 8
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
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
Adaptation Financial Advisors INC.
Oklahoma City, OK · Est. 2020
- AUM
- $234M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Asset Management Advisors, LLC
Oklahoma City, OK · Est. 1999
- AUM
- $221M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Redstone Wealth Management, LLC
Oklahoma City, OK · Est. 2023
- AUM
- $188M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Comprehensive Financial Planning INC
Oklahoma City, OK · Est. 1988
- AUM
- $176M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Servo Wealth Management LLC
Oklahoma City, OK · Est. 2024
- AUM
- $174M
- Per adviser
- $174M
- Advisers
- 1
No reported disclosures
G. Dewayne Mcanally
Oklahoma City, OK · Est. 2022
- AUM
- $170M
- Per adviser
- $57M
- Advisers
- 3
F.I.G. Financial Advisory Services, INC.
Oklahoma City, OK · Est. 2020
- AUM
- $162M
- Per adviser
- $54M
- Advisers
- 3
No reported disclosures
Epic Wealth Management, LLC
Oklahoma City, OK · Est. 2018
- AUM
- $121M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures
L&S Private Wealth, LLC
Oklahoma City, OK · Est. 2026
- AUM
- $109M
- Per adviser
- $109M
- Advisers
- 1
No reported disclosures
Even Herd LLC
Oklahoma City, OK · Est. 2024
- AUM
- $56M
- Per adviser
- $56M
- Advisers
- 1
No reported disclosures