Best Financial Advisors in EDMOND, Oklahoma
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in EDMOND
TRANSCENDENT CAPITAL GROUP
EDMOND, OK · Since 2021
CHAPPELWOOD FINANCIAL SERVICES
EDMOND, OK · Since 2026
HUGHES WARREN, INC.
EDMOND, OK · Since 2018
JM2 CAPITAL INC.
EDMOND, OK · Since 2022
BISON CAPITAL GROUP, LLC
EDMOND, OK · Since 2021
FORGE FINANCIAL
EDMOND, OK · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.