Best Financial Advisors in OKLAHOMA CITY, Oklahoma
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in OKLAHOMA CITY
Page 1 of 2 · 29 firms
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 1992
EXCHANGE TRADED CONCEPTS, LLC
OKLAHOMA CITY, OK · Since 2009
WARWICK INVESTMENT GROUP, LLC
OKLAHOMA CITY, OK · Since 2015
CE INVESTMENT MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2019
INVESTRUST CONSULTING, LLC
OKLAHOMA CITY, OK · Since 1998
COMPREHENSIVE FINANCIAL PLANNING INC
OKLAHOMA CITY, OK · Since 1988
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
OKLAHOMA CITY, OK · Since 2020
PLAN GROUP FINANCIAL, INC.
OKLAHOMA CITY, OK · Since 2020
LIG CAPITAL MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2022
BISON CAPITAL ADVISORS, LLC
OKLAHOMA CITY, OK · Since 2020
EPIC WEALTH MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2018
ADAPTATION FINANCIAL ADVISORS INC.
OKLAHOMA CITY, OK · Since 2020
TRITON FINANCIAL GROUP, INC
OKLAHOMA CITY, OK · Since 2020
SERVO WEALTH MANAGEMENT LLC
OKLAHOMA CITY, OK · Since 2024
WINDLE WEALTH
OKLAHOMA CITY, OK · Since 2022
EVEN HERD LLC
OKLAHOMA CITY, OK · Since 2024
L&S PRIVATE WEALTH, LLC
OKLAHOMA CITY, OK · Since 2026
CAPTION MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2017
CASTLEPOINT WEALTH ADVISORS
OKLAHOMA CITY, OK · Since 2015
ASSET MANAGEMENT ADVISORS, LLC
OKLAHOMA CITY, OK · Since 1999
ACORN CAPITAL MANAGEMENT
OKLAHOMA CITY, OK · Since 2017
VISTA INVESTMENT PARTNERS LLC
OKLAHOMA CITY, OK · Since 2017
FOURPATH CAPITAL MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2021
G. DEWAYNE MCANALLY
OKLAHOMA CITY, OK · Since 2022
MITCHELL & PAHL PRIVATE WEALTH
OKLAHOMA CITY, 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 OKLAHOMA CITY?
The median advisory fee in OKLAHOMA CITY, OK is 0.95% of assets under management per year, based on Form ADV filings from 29 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.