Best Financial Advisors in EDMOND, Oklahoma
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$306M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in EDMOND
#1
100
CHAPPELWOOD FINANCIAL SERVICES
EDMOND, OK · Since 2026
$113M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
TRANSCENDENT CAPITAL GROUP
EDMOND, OK · Since 2021
$361M AUM9 clientsFee: 0%
FiduciaryFee-Only
#3
97
FORGE FINANCIAL
EDMOND, OK · Since 2020
$1.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#4
95
HUGHES WARREN, INC.
EDMOND, OK · Since 2018
$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
JM2 CAPITAL INC.
EDMOND, OK · Since 2022
$238M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
95
BISON CAPITAL GROUP, LLC
EDMOND, OK · Since 2021
$306M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in EDMOND?
The median advisory fee in EDMOND, OK is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.