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Best Financial Advisor Firms Oklahoma 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Oklahoma.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Oklahoma, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of December 04, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oklahoma are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Oklahoma.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



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Firm Rating Year Registered Minimum Office Locations
Access Financial Group 2017 View Locations
Acorn Growth Companies 2017 View Locations
Advisor Resource Council 2012 View Locations
Advisory Services Network 2010 View Locations
Align Wealth Management 2004 View Locations
Ameritrust Investment Advisors 2012 View Locations
Argent Retirement Plan Advisors 2013 View Locations
Autumn Glory Partners 2017 View Locations
BKD Wealth Advisors 1999 View Locations
Baker Asset Management 2005 View Locations
Beacon Pointe Advisors 2002 View Locations
Bridgecreek Investment Management 2004 View Locations
Burnett Financial Group 2018 View Locations
Cadent Capital Advisors 2013 View Locations
Capital Advisors 1978 View Locations
Castlepoint Wealth Advisors 2015 View Locations
Chappelwood Financial Services 2005 View Locations
Chartmark Investments 2001 View Locations
Coachwise Financial Solutions 2005 View Locations
Compass Capital Management 2009 View Locations
Core Wealth Management 2011 View Locations
Cornerstone Wealth Management 2012 View Locations
Covenant 2010 View Locations
Csenge Advisory Group 2011 View Locations
D.M. Wealth Management 2003 View Locations
Dynamic Wealth Advisors 2011 View Locations
Eide Bailly Advisors 2005 View Locations
Empirikal Partners 2016 View Locations
Epic Wealth Management 2018 View Locations
Everwealth 2004 View Locations
Exencial Wealth Advisors 2004 View Locations
FMI 2017 View Locations
Financial Destiny 2003 View Locations
Fredric E. Russell Investment Management CO 2018 View Locations
Full Sail Capital 2018 View Locations
G. Dewayne Mcanally 1989 View Locations
Gibraltar Capital Management 2006 View Locations
Great Valley Advisor Group 2011 View Locations
Hogantaylor Wealth 2010 View Locations
Householder Group Estate & Retirement Specialists 2013 View Locations
Hughes Warren 2018 View Locations
J M Brown Financial Partners 2012 View Locations
Jack Keeter & Associates 2014 View Locations
Jackson Hole Capital Partners 2018 View Locations
LIG Capital Management 2004 View Locations
Lafargue Financial Group 2002 View Locations
Lexaurum Advisors 2016 View Locations
Longbow Asset Management 2012 View Locations
Main Street Investment Management 2012 View Locations
Mcguire Capital Management 2013 View Locations
Melia Wealth Advisory Group 2017 View Locations
Meliora Capital 2014 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Merit Advisors 2007 View Locations
Merit Financial Advisors 2007 View Locations
Motiv8 Investments 2016 View Locations
Palm Beach Capital Corporation 2015 View Locations
Parallel Advisors 2007 View Locations
Parsonex Advisory Services 2012 View Locations
Perissos Private Wealth Management 2015 View Locations
Plan Group Financial 2020 View Locations
Rademacher Financial 2018 View Locations
Redhawk Wealth Advisors 2008 View Locations
Regal Advisory Services 2010 View Locations
Retirement Planners OF America 2011 View Locations
Retirement Wealth Advisors 2007 View Locations
Reuter James Wealth Management 2021 View Locations
SGL Financial 2015 View Locations
SMS Financial & Investment Management 2008 View Locations
SageOak Financial 2013 View Locations
Scissortail Wealth Management 2018 View Locations
Servo Wealth Management 2012 View Locations
Signal Research Group 2013 View Locations
Silvernail Capital 2015 View Locations
Smart Money Group 2016 View Locations
Soard Financial Management 2011 View Locations
Stagner Financial Advisory 2016 View Locations
Step BY Step Financial 2008 View Locations
Stolper Asset Management 2014 View Locations
Strategic Financial Concepts 2006 View Locations
Strategic Wealth Advisors Group 2016 View Locations
Summit Wealth Management 2013 View Locations
Sutterfield Financial Group 2005 View Locations
The Legacy Financial Group 2005 View Locations
The Wealth Consulting Group 2014 View Locations
Tom Johnson Investment Management 1992 View Locations
Total Wealth Planning and Management 2018 View Locations
Trac Advisor Group 2015 View Locations
Trajan Wealth 2015 View Locations
Vault Wealth Strategies 2017 View Locations
Venturi Private Wealth 2014 View Locations
Virtue Capital Management 2014 View Locations
Vista Investment Partners 2017 View Locations
Vpwm Advisors 2015 View Locations
Warburton Capital Management 2013 View Locations
Wealth Advisors 2016 View Locations
Westside Investment Management 2010 View Locations
Windle Wealth 2016 View Locations
Wingate Capital Advisors 2013 View Locations
Womack Investment Advisers 2012 View Locations


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