Best Financial Advisor Firms Oklahoma 2024

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Written by investor.com

August 01, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Oklahoma in 2024.

Best Firms in Oklahoma

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Absolute Capital Management
5/5 Stars $351.5 million 1,414 3 $248,567
Assembly Wealth
5/5 Stars $369.0 million 255 6 $1.4 million
Astor Investment Management
5/5 Stars $261.4 million 519 5 $503,753
Beaird Harris
5/5 Stars $1.7 billion 704 17 $2.4 million
Cambridge Financial Group
5/5 Stars $258.1 million 221 3 $1.2 million
Capwealth Advisors
5/5 Stars $1.4 billion 834 1 $1.6 million
Carret Asset Management
5/5 Stars $3.1 billion 2,525 11 $1.2 million
Chandler Asset Management
5/5 Stars $35.8 billion 818 16 $43.8 million
Ciccarelli Advisory Services
5/5 Stars $1.1 billion 2,738 11 $419,448
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $22.4 billion 4,264 28 $5.2 million
Cookson Peirce Wealth Management
5/5 Stars $1.9 billion 920 17 $2.1 million
Corda Investment Management
5/5 Stars $1.6 billion 1,315 22 $1.2 million
Csenge Advisory Group
5/5 Stars $2.8 billion 5,630 76 $488,978
Cypress Capital
5/5 Stars $401.0 million 617 6 $649,909
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $863.7 million 794 5 $1.1 million
Flexible Plan Investments
5/5 Stars $1.4 billion 11,773 6 $120,660
Foster Group
5/5 Stars $3.2 billion 1,840 47 $1.8 million
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.7 billion 3,671 14 $1.6 million
Future Capital
5/5 Stars $962.5 million 12,768 2 $75,386
Garcia Hamilton & Associates
5/5 Stars $20.2 billion 449 3 $45.1 million
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Greenspring Advisors
5/5 Stars $6.9 billion 1,201 27 $5.7 million
Grimes & Company
5/5 Stars $4.9 billion 3,599 30 $1.3 million
GSB Wealth Management
5/5 Stars $475.0 million 838 8 $566,841
Hogantaylor Wealth
5/5 Stars $434.4 million 292 6 $1.5 million
Lighthouse Financial Services
5/5 Stars $387.3 million 455 5 $851,158
Mainstay Capital Management
5/5 Stars $4.0 billion 3,476 14 $1.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Mcgowan Group Asset Management
5/5 Stars $837.5 million 718 8 $1.2 million
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994
Miller Tabak Asset Management
5/5 Stars $1.3 billion 1,104 1 $1.2 million
Minneapolis Portfolio Management Group
5/5 Stars $889.0 million 1,879 3 $473,102
Modera Wealth Management
5/5 Stars $12.5 billion 5,684 106 $2.2 million
Montag
5/5 Stars $2.5 billion 487 12 $5.1 million
Mustard Seed Wealth Management
5/5 Stars $364.0 million 737 7 $493,914
Orgel Wealth Management
5/5 Stars $7.1 billion 3,813 31 $1.9 million
Parallel Advisors
5/5 Stars $7.1 billion 3,658 63 $1.9 million
Patten and Patten
5/5 Stars $1.9 billion 709 4 $2.7 million
Prism Financial Group
5/5 Stars $1.5 billion 817 5 $1.8 million
Rebalance
5/5 Stars $1.3 billion 673 8 $2.0 million
Relevance Capital Management
5/5 Stars $372.0 million 263 4 $1.4 million
S&A Financial Services
5/5 Stars $310.6 million 1,048 6 $296,383
Sage Advisory Services CO
5/5 Stars $22.7 billion 8,128 38 $2.8 million
Saratoga Research & Investment Management
5/5 Stars $2.7 billion 3,207 16 $854,436
Shaker Financial Services
5/5 Stars $228.4 million 360 2 $634,409
Shufro, Rose & Co
5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $2.8 billion 79,642 4 $35,120
Slavic Mutual Funds Management Corp
5/5 Stars $5.6 billion 1,098 13 $5.1 million
Sloan Investment Management
5/5 Stars $716.2 million 325 3 $2.2 million
SMI Advisory Services
5/5 Stars $815.0 million 975 5 $835,897
Smith Anglin Financial
5/5 Stars $1.6 billion 1,254 16 $1.3 million
Stack Financial Management
5/5 Stars $1.8 billion 860 10 $2.1 million
Stadion Money Management
5/5 Stars $2.3 billion 50,984 15 $45,756
Steigerwald, Gordon & Koch - Wealth Advisors
5/5 Stars $1.1 billion 646 7 $1.6 million
Stonebridge Capital Advisors
5/5 Stars $2.0 billion 1,494 14 $1.4 million
Symmetry Partners
5/5 Stars $5.9 billion 11,453 15 $513,352
Tandem Investment Advisors
5/5 Stars $3.2 billion 9,811 9 $330,206
Tanglewood Total Wealth Management
5/5 Stars $1.3 billion 427 7 $3.1 million
The Mather Group
5/5 Stars $10.5 billion 4,245 91 $2.5 million
TOM Johnson Investment Management
5/5 Stars $1.5 billion 5,627 6 $267,561
Traynor Capital Management
5/5 Stars $1.2 billion 1,003 4 $1.2 million
Values First Advisors
5/5 Stars $190.1 million 969 8 $196,156
Westside Investment Management
5/5 Stars $659.4 million 2,478 8 $266,117
Windsor Capital Management
5/5 Stars $619.8 million 578 5 $1.1 million
Worthpointe
5/5 Stars $757.7 million 507 10 $1.5 million
View More

Find a financial advisor in Oklahoma

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More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Oklahoma 2024.

Firm has:

  • Jurisdiction in Oklahoma
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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