Best Financial Advisors in Oklahoma
86 SEC-registered advisory firms across 9 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Oklahoma
Top-Ranked Advisors in Oklahoma
Page 1 of 4 · 86 firms
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
TULSA, OK · Since 2001
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
SPUR CAPITAL PARTNERS
BARTLESVILLE, OK · Since 2001
INVESTRUST CONSULTING, LLC
OKLAHOMA CITY, OK · Since 1998
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
TULSA, OK · Since 2008
CORPORATE CONSULTING GROUP, INC.
TULSA, OK · Since 2004
NATIVE AMERICAN FUND ADVISORS LLC
TULSA, OK · Since 2000
COMPREHENSIVE FINANCIAL PLANNING INC
OKLAHOMA CITY, OK · Since 1988
FMI
ARDMORE, OK · Since 2017
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
TULSA, OK · Since 2018
WEALTH OKLAHOMA
TULSA, OK · Since 2014
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
OKLAHOMA CITY, OK · Since 2020
PLAN GROUP FINANCIAL, INC.
OKLAHOMA CITY, OK · Since 2020
LONGBOW ASSET MANAGEMENT
TULSA, OK · Since 2021
LIG CAPITAL MANAGEMENT, LLC
OKLAHOMA CITY, OK · Since 2022
SUMMIT WEALTH GROUP, LLC
TULSA, OK · Since 2021
BISON CAPITAL ADVISORS, LLC
OKLAHOMA CITY, OK · Since 2020
TRANSCENDENT CAPITAL GROUP
EDMOND, OK · Since 2021
J M BROWN FINANCIAL PARTNERS
TULSA, OK · Since 2024
MCGUIRE CAPITAL ADVISORS, INC.
BETHANY, OK · Since 2025
SERAPH CAPITAL ASSOCIATES, LLC
BARTLESVILLE, OK · Since 2018
REVO FINANCIAL, LLC
BARTLESVILLE, OK · Since 2025
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 Trust 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.