Best Financial Advisors in OKLAHOMA CITY, Oklahoma
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in OKLAHOMA CITY
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 1992
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
OKLAHOMA CITY, OK · Since 2020
INVESTRUST CONSULTING, LLC
OKLAHOMA CITY, OK · Since 1998
COMPREHENSIVE FINANCIAL PLANNING INC
OKLAHOMA CITY, OK · Since 1988
PLAN GROUP FINANCIAL, INC.
OKLAHOMA CITY, OK · Since 2020
LIG CAPITAL MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2022
EXCHANGE TRADED CONCEPTS, LLC
OKLAHOMA CITY, OK · Since 2009
SERVO WEALTH MANAGEMENT LLC
OKLAHOMA CITY, OK · Since 2024
WINDLE WEALTH
OKLAHOMA CITY, OK · Since 2022
EPIC WEALTH MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2018
CE INVESTMENT MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2019
BISON CAPITAL ADVISORS, LLC
OKLAHOMA CITY, OK · Since 2020
ADAPTATION FINANCIAL ADVISORS INC.
OKLAHOMA CITY, OK · Since 2020
TRITON FINANCIAL GROUP, INC
OKLAHOMA CITY, OK · Since 2020
EVEN HERD LLC
OKLAHOMA CITY, OK · Since 2024
L&S PRIVATE WEALTH, LLC
OKLAHOMA CITY, OK · Since 2026
WARWICK INVESTMENT GROUP, LLC
OKLAHOMA CITY, OK · Since 2015
ASSET MANAGEMENT ADVISORS, LLC
OKLAHOMA CITY, OK · Since 1999
G. DEWAYNE MCANALLY
OKLAHOMA CITY, OK · Since 2022
ACORN CAPITAL MANAGEMENT
OKLAHOMA CITY, OK · Since 2017
CAPTION MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2017
CASTLEPOINT WEALTH ADVISORS
OKLAHOMA CITY, OK · Since 2015
VISTA INVESTMENT PARTNERS LLC
OKLAHOMA CITY, OK · Since 2017
MITCHELL & PAHL PRIVATE WEALTH
OKLAHOMA CITY, OK · Since 2020
HUMPHREYS CAPITAL, LLC
OKLAHOMA CITY, OK · Since 2020
REDSTONE WEALTH MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2023
FOURPATH CAPITAL MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2021
RETIREMENT INVESTMENT ADVISORS INC
OKLAHOMA CITY, OK · Since 1993
ACCESS FINANCIAL RESOURCES INC.
OKLAHOMA CITY, OK · Since 2000
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 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.