Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Oklahoma.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Oklahoma, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oklahoma are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Acorn Growth Companies |
|
$496.8 million | 10 | 12 | $49.7 million |
| Advisor Resource Council |
|
$2.3 billion | 6,784 | 96 | $341,792 |
| Advisory Services Network |
|
$5.8 billion | 10,352 | 192 | $557,607 |
| Aegis Wealth Management |
|
$135.0 million | 1,147 | 28 | $117,692 |
| Align Wealth Management |
|
$415.4 million | 366 | 4 | $1.1 million |
| Ameritrust Investment Advisors |
|
$59.1 million | 114 | 5 | $518,609 |
| Archambo Financial Advisors |
|
$141.7 million | 242 | 3 | $585,426 |
| Argent Retirement Plan Advisors |
|
$393.8 million | 15 | 4 | $26.3 million |
| Arrow Investment Management |
|
$22.4 million | 101 | 1 | $221,475 |
| Autumn Glory Partners |
|
$465.1 million | 35 | 1 | $13.3 million |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| Bison Capital Advisors |
|
$185.4 million | 141 | 3 | $1.3 million |
| Bridgecreek Investment Management |
|
$800.0 million | 60 | 2 | $13.3 million |
| Burnett Financial Group |
|
$148.6 million | 95 | 2 | $1.6 million |
| Cadent Capital Advisors |
|
$565.9 million | 487 | 7 | $1.2 million |
| Capital Advisors |
|
$4.3 billion | 2,625 | 34 | $1.6 million |
| Capstone Triton Financial Group |
|
$277.8 million | 1,011 | 5 | $274,821 |
| Caption Management |
|
$1.2 billion | 5 | 9 | $230.2 million |
| Castlepoint Wealth Advisors |
|
$326.7 million | 227 | 8 | $1.4 million |
| Chappelwood Financial Services |
|
$74.5 million | 126 | 2 | $591,222 |
| Chartmark Investments |
|
$78.0 million | 90 | 3 | $866,559 |
| Claraphi Advisory Network |
|
$382.5 million | 1,504 | 8 | $254,321 |
| Coachwise Financial Solutions |
|
$35.4 million | 273 | 2 | $129,809 |
| Compass Capital Management |
|
$77.4 million | 234 | 2 | $330,927 |
| Core Wealth Management |
|
$26.6 million | 109 | 3 | $244,366 |
| D.M. Wealth Management |
|
$38.4 million | 177 | 2 | $216,813 |
| DAI Wealth |
|
$108.0 million | 626 | 9 | $172,448 |
| DBA Upal OR United Professionals Assoc. |
|
$64.5 million | 90 | 2 | $716,545 |
| Dominion Capital Management |
|
$2.6 million | 7 | 1 | $364,656 |
| Dynamic Wealth Advisors |
|
$3.3 billion | 4,398 | 72 | $739,536 |
| Eide Bailly Advisors |
|
$1.2 billion | 1,073 | 15 | $1.1 million |
| Epic Wealth Management |
|
$92.1 million | 121 | 4 | $760,815 |
| Everwealth |
|
$60.2 million | 95 | 2 | $633,846 |
| Exencial Wealth Advisors |
|
$3.8 billion | 4,629 | 45 | $814,352 |
| First State Investment Advisors |
|
$57.3 million | 211 | 3 | $271,750 |
| FMI |
|
$209.3 million | 790 | 5 | $264,966 |
| Fredric E. Russell Investment Management CO |
|
$144.4 million | 121 | 3 | $1.2 million |
| Full Sail Capital |
|
$1.5 billion | 545 | 8 | $2.7 million |
| Gibraltar Capital Management |
|
$719.4 million | 351 | 10 | $2.0 million |
| Gladstone Management Corporation |
|
$4.0 billion | 4 | 40 | $994.0 million |
| Hogantaylor Wealth |
|
$546.8 million | 305 | 6 | $1.8 million |
| Householder Group Estate & Retirement Specialists |
|
$1.1 billion | 6,426 | 48 | $168,253 |
| Hughes Warren |
|
$131.4 million | 321 | 3 | $409,223 |
| J M Brown Financial Partners |
|
$94.0 million | 1,100 | 4 | $85,413 |
| Jack Keeter & Associates |
|
$177.5 million | 269 | 3 | $659,902 |
| Jackson Hole Capital Partners |
|
$593.6 million | 122 | 4 | $4.9 million |
| Kinetic Investment Management |
|
$249.3 million | 993 | 17 | $251,066 |
| Level Four Advisory Services |
|
$3.7 billion | 6,474 | 128 | $575,094 |
| Lexaurum Advisors |
|
$604.1 million | 1,462 | 23 | $413,220 |
| Lifetime Income Store Advisors |
|
$52.0 million | 28 | 1 | $1.9 million |
| Longbow Asset Management |
|
$105.1 million | 149 | 2 | $705,200 |
| Main Street Investment Management |
|
$34.1 million | 165 | 1 | $206,510 |
| Mcguire Capital Management |
|
$62.4 million | 491 | 5 | $127,112 |
| Melia Wealth Advisory Group |
|
$409.4 million | 1,357 | 4 | $301,716 |
| Meliora Capital |
|
$121.6 million | 146 | 1 | $832,701 |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| Mitchell & Pahl Private Wealth |
|
$314.1 million | 231 | 2 | $1.4 million |
| Motiv8 Investments |
|
$118.1 million | 722 | 13 | $163,640 |
| O'brien Capital Advisors |
|
$13.8 million | 60 | 2 | $229,168 |
| Ok401k |
|
$64.9 million | 124 | 1 | $523,744 |
| Palm Beach Capital Corporation |
|
$7.6 million | 40 | 1 | $191,060 |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Perissos Private Wealth Management |
|
$30.6 million | 116 | 1 | $263,945 |
| Pinnacle Investment Advisors |
|
$374.8 million | 379 | 6 | $988,938 |
| Plan Group Financial |
|
$242.3 million | 1,481 | 10 | $163,574 |
| Rademacher Financial |
|
$119.1 million | 319 | 5 | $373,413 |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Retirement Planners OF America |
|
$3.4 billion | 7,216 | 32 | $475,303 |
| Reuter James Wealth Management |
|
$445.0 million | 390 | 3 | $1.1 million |
| SageOak Financial |
|
$106.8 million | 276 | 3 | $386,785 |
| Scissortail Wealth Management |
|
$408.7 million | 420 | 7 | $973,107 |
| Servo Wealth Management |
|
$106.9 million | 64 | 1 | $1.7 million |
| SGL Financial |
|
$168.8 million | 868 | 12 | $194,452 |
| Shaw Financial Services |
|
$854.0 million | 3,838 | 12 | $222,519 |
| Signal Research Group |
|
$14.4 million | 86 | 1 | $166,860 |
| Smart Money Group |
|
$254.1 million | 655 | 7 | $387,962 |
| SMS Financial & Investment Management |
|
$207.2 million | 80 | 3 | $2.6 million |
| Soard Financial Management |
|
$41.0 million | 215 | 2 | $190,697 |
| Stagner Financial Advisory |
|
$41.3 million | 180 | 3 | $229,243 |
| Step BY Step Financial |
|
$36.2 million | 63 | 1 | $575,054 |
| Stolper Asset Management |
|
$238.5 million | 160 | 1 | $1.5 million |
| Strategic Financial Concepts |
|
$811.0 million | 4,470 | 35 | $181,439 |
| Sutterfield Financial Group |
|
$174.8 million | 1,291 | 6 | $135,411 |
| Talon Private Wealth |
|
$826.4 million | 1,971 | 8 | $419,300 |
| The Legacy Financial Group |
|
$335.7 million | 274 | 4 | $1.2 million |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Wealth Consulting Group |
|
$2.8 billion | 7,407 | 109 | $377,454 |
| Tom Johnson Investment Management |
|
$1.5 billion | 5,573 | 6 | $272,640 |
| Total Wealth Planning and Management |
|
$163.8 million | 379 | 8 | $432,194 |
| Trac Advisor Group |
|
$11.0 million | 77 | 1 | $142,520 |
| Trajan Wealth |
|
$1.1 billion | 5,492 | 30 | $191,760 |
| Vault Wealth Strategies |
|
$32.1 million | 226 | 5 | $142,126 |
| Venturi Private Wealth |
|
$2.0 billion | 464 | 19 | $4.3 million |
| Virtue Capital Management |
|
$941.4 million | 7,973 | 107 | $118,072 |
| Vista Investment Partners |
|
$728.1 million | 1,256 | 9 | $579,688 |
| Warburton Capital Management |
|
$498.6 million | 414 | 8 | $1.2 million |
| Wealth Advisors |
|
$38.9 million | 60 | 1 | $648,189 |
| Wealth Management Solutions |
|
$82.3 million | 116 | 3 | $709,670 |
| Westside Investment Management |
|
$520.8 million | 436 | 9 | $1.2 million |
| Wingate Capital Advisors |
|
$2.3 million | 26 | 2 | $87,243 |
More Top Firms by State
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.