Best Financial Advisors in Oklahoma
86 SEC-registered advisory firms across 9 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Oklahoma
Top-Ranked Firms in Oklahoma
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
NATIVE AMERICAN FUND ADVISORS LLC
TULSA, OK · Since 2000
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
TULSA, OK · Since 2018
COMPREHENSIVE FINANCIAL PLANNING INC
OKLAHOMA CITY, OK · Since 1988
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
TULSA, OK · Since 2001
SPUR CAPITAL PARTNERS
BARTLESVILLE, OK · Since 2001
PLAN GROUP FINANCIAL, INC.
OKLAHOMA CITY, OK · Since 2020
FMI
ARDMORE, OK · Since 2017
J M BROWN FINANCIAL PARTNERS
TULSA, OK · Since 2024
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
TULSA, OK · Since 2008
CORPORATE CONSULTING GROUP, INC.
TULSA, OK · Since 2004
LONGBOW ASSET MANAGEMENT
TULSA, OK · Since 2021
LIG CAPITAL MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2022
WEALTH OKLAHOMA
TULSA, OK · Since 2014
CHAPPELWOOD FINANCIAL SERVICES
EDMOND, OK · Since 2026
COMPASS CAPITAL MANAGEMENT, LLC
MCALESTER, OK · Since 2025
EXCHANGE TRADED CONCEPTS, LLC
OKLAHOMA CITY, OK · Since 2009
SERVO WEALTH MANAGEMENT LLC
OKLAHOMA CITY, OK · Since 2024
MCGUIRE CAPITAL ADVISORS, INC.
BETHANY, OK · Since 2025
SERAPH CAPITAL ASSOCIATES, LLC
BARTLESVILLE, OK · Since 2018
SUMMIT WEALTH GROUP, LLC
TULSA, OK · Since 2021
REVO FINANCIAL, LLC
BARTLESVILLE, OK · Since 2025
WINDLE WEALTH
OKLAHOMA CITY, OK · Since 2022
R.J. CLOUD ADVISORS & COMPANY
BIXBY, 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
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
TULSA, OK · Since 2024
ADAPTATION FINANCIAL ADVISORS INC.
OKLAHOMA CITY, OK · Since 2020
TRITON FINANCIAL GROUP, INC
OKLAHOMA CITY, OK · Since 2020
SUSTAINABLE ADVISORS ALLIANCE LLC
TULSA, OK · Since 2021
TRANSCENDENT CAPITAL GROUP
EDMOND, OK · Since 2021
EVEN HERD LLC
OKLAHOMA CITY, OK · Since 2024
L&S PRIVATE WEALTH, LLC
OKLAHOMA CITY, OK · Since 2026
BRIDGECREEK FINANCIAL GROUP
TULSA, OK · Since 2026
TAO PRIVATE WEALTH, LLC
TULSA, OK · Since 2026
WARWICK INVESTMENT GROUP, LLC
OKLAHOMA CITY, OK · Since 2015
DRAWBRIDGE CAPITAL
TULSA, OK · Since 2019
ARCHAMBO FINANCIAL ADVISORS, INC.
BARTLESVILLE, OK · Since 2021
THE ADVISORY RESOURCE GROUP, LLC
TULSA, OK · Since 2017
FORGE FINANCIAL
EDMOND, OK · Since 2020
CAPITAL ADVISORS, INC.
TULSA, OK · Since 1978
PINNACLE INVESTMENT ADVISORS
TULSA, OK · Since 2000
KNIGHTSBRIDGE ADVISERS LLC
BARTLESVILLE, OK · Since 1993
ASSET MANAGEMENT ADVISORS, LLC
OKLAHOMA CITY, OK · Since 1999
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
TULSA, OK · Since 2001
G. DEWAYNE MCANALLY
OKLAHOMA CITY, OK · Since 2022
GIBRALTAR CAPITAL MANAGEMENT, INC.
TULSA, OK · Since 2006
HOGANTAYLOR WEALTH
TULSA, OK · Since 2010
THE LEGACY FINANCIAL GROUP, INC.
TULSA, OK · Since 2005
WARBURTON CAPITAL MANAGEMENT, LLC
TULSA, OK · Since 2013
MELIA WEALTH LLC
TULSA, OK · Since 2017
HUGHES WARREN, INC.
EDMOND, OK · Since 2018
ACORN CAPITAL MANAGEMENT
OKLAHOMA CITY, OK · Since 2017
SAGEOAK FINANCIAL, LLC
TULSA, OK · Since 2021
CADENT CAPITAL ADVISORS, LLC
TULSA, OK · Since 2013
MELIORA CAPITAL
TULSA, OK · Since 2020
CAPTION MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2017
CASTLEPOINT WEALTH ADVISORS
OKLAHOMA CITY, OK · Since 2015
PERISSOS PRIVATE WEALTH MANAGEMENT
BETHANY, OK · Since 2024
ARGONAUT PRIVATE CAPITAL, LP
TULSA, OK · Since 2016
JACKSON HOLE CAPITAL PARTNERS, LLC
TULSA, OK · Since 2018
VISTA INVESTMENT PARTNERS LLC
OKLAHOMA CITY, OK · Since 2017
JM2 CAPITAL INC.
EDMOND, OK · Since 2022
COUNCIL OAK WEALTH ADVISORS
TULSA, OK · Since 2018
SCISSORTAIL WEALTH MANAGEMENT, LLC
TULSA, OK · Since 2018
OATH PLANNING, LLC
TULSA, OK · Since 2023
BURKHOLDER WEALTH MANAGEMENT
TULSA, OK · Since 2023
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
OLISTICO WEALTH, LLC
TULSA, OK · Since 2021
BISON CAPITAL GROUP, LLC
EDMOND, OK · Since 2021
GADDIS PREMIER WEALTH ADVISORS LLC
DURANT, OK · Since 2022
10ELMS LLP
TULSA, OK · Since 2024
EVERPAR ADVISORS LLC
TULSA, OK · Since 2023
RELATION WEALTH MANAGEMENT, INC.
TULSA, OK · Since 2024
ALLEGIANT WEALTH ADVISORS, LLC
TULSA, OK · Since 2024
TRINITY STRATEGIC WEALTH
TULSA, OK · Since 2025
SUTTERFIELD FINANCIAL GROUP, INC.
BARTLESVILLE, OK · Since 2005
RETIREMENT INVESTMENT ADVISORS INC
OKLAHOMA CITY, OK · Since 1993
ACCESS FINANCIAL RESOURCES INC.
OKLAHOMA CITY, OK · Since 2000
BOK FINANCIAL ADVISORS
TULSA, OK · Since 1997
About Financial Advisors in Oklahoma
How many financial advisors are registered in Oklahoma?
There are 86 SEC-registered investment advisory firms in Oklahoma, spread across 9 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Oklahoma?
The median advisory fee in Oklahoma is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.