Best Financial Advisor Firms Oklahoma 2024

Written by investor.com

February 08, 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
Astor Investment Management		$324.8 million	706	5	$460,026
Beaird Harris		$1.4 billion	674	17	$2.1 million
Cambridge Financial Group		$176.6 million	221	3	$799,068
Capwealth Advisors		$1.2 billion	852	9	$1.4 million
Carret Asset Management		$3.0 billion	2,474	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Ciccarelli Advisory Services		$1.1 billion	2,738	11	$419,448
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Colorado Financial Management		$2.0 billion	881	9	$2.2 million
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
Corda Investment Management		$1.6 billion	1,315	22	$1.2 million
Csenge Advisory Group		$2.3 billion	6,161	69	$367,643
Dash Investments		$341.6 million	335	4	$1.0 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Evergreen Capital Management		$3.9 billion	992	19	$3.9 million
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Foster Group		$3.1 billion	1,814	41	$1.7 million
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Garcia Hamilton & Associates		$16.8 billion	441	3	$38.0 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
Greenspring Advisors		$6.0 billion	1,137	24	$5.3 million
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
GSB Wealth Management		$452.0 million	790	8	$572,108
Hogantaylor Wealth		$546.8 million	305	6	$1.8 million
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Matson Money		$17.7 billion	30,322	10	$583,191
Mcgowan Group Asset Management		$776.6 million	721	9	$1.1 million
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Minneapolis Portfolio Management Group		$824.9 million	2,056	3	$401,226
Modera Wealth Management		$6.8 billion	2,691	70	$2.5 million
Montag		$2.2 billion	476	12	$4.6 million
Mustard Seed Wealth Management		$364.0 million	737	7	$493,914
Orgel Wealth Management		$6.3 billion	3,762	26	$1.7 million
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Patten and Patten		$1.7 billion	699	4	$2.5 million
Prism Financial Group		$1.2 billion	707	4	$1.8 million
Pronvest		$779.6 million	12,398	2	$62,883
Rebalance		$1.1 billion	709	7	$1.6 million
Relevance Capital Management		$304.2 million	249	3	$1.2 million
S&A Financial Services		$310.6 million	1,048	6	$296,383
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Sageoak Financial		$106.8 million	276	3	$386,785
Saratoga Research & Investment Management		$2.6 billion	3,287	16	$792,144
Shaker Financial Services		$207.6 million	368	2	$564,084
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
Sloan Investment Management		$623.4 million	317	3	$2.0 million
SMI Advisory Services		$730.0 million	900	4	$811,111
Smith Anglin Financial		$1.2 billion	1,182	16	$1.1 million
Stack Financial Management		$1.7 billion	838	9	$2.0 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Stonebridge Capital Advisors		$1.8 billion	1,371	3	$1.3 million
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
Tanglewood Total Wealth Management		$1.2 billion	440	8	$2.7 million
The Financial Advisory Group		$1.2 billion	387	10	$3.0 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Traynor Capital Management		$823.1 million	965	4	$852,953
Turner Financial Group		$102.1 million	403	2	$253,375
Values First Advisors		$174.9 million	950	8	$184,118
Westside Investment Management		$511.5 million	461	8	$1.1 million
Windsor Capital Management		$619.8 million	578	5	$1.1 million
Worthpointe		$733.3 million	568	10	$1.3 million
Wrapmanager		$340.1 million	268	6	$1.3 million
Zega Financial		$513.4 million	270	6	$1.9 million

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Find a financial advisor in Oklahoma

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

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.

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.