Written by investor.com
September 07, 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 September 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oklahoma are as follows:
- Must be rated at least 4.5 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 |
| A-team Financial Investments |
|
$24.7 million | 271 | 2 | $91,004 |
| Acorn Growth Companies |
|
$496.8 million | 10 | 12 | $49.7 million |
| Advisor Resource Council |
|
$2.3 billion | 6,784 | 96 | $341,792 |
| 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 |
| Bauman Advisory Group |
|
$33.8 million | 221 | 4 | $153,050 |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| BFG Wealth |
|
$148.6 million | 95 | 2 | $1.6 million |
| Bridgecreek Investment Management |
|
$800.0 million | 60 | 2 | $13.3 million |
| BY Design Wealth Management |
|
$501,575 | 6 | 1 | $83,595 |
| Cadent Capital Advisors |
|
$565.9 million | 487 | 8 | $1.2 million |
| Capital Advisors |
|
$4.3 billion | 2,625 | 34 | $1.6 million |
| Caption Management |
|
$1.2 billion | 5 | 9 | $230.2 million |
| Castlepoint Wealth Advisors |
|
$326.7 million | 227 | 9 | $1.4 million |
| Chappelwood Financial Services |
|
$74.4 million | 126 | 2 | $590,773 |
| Chartmark Investments |
|
$78.0 million | 90 | 3 | $866,559 |
| Coachwise Financial Solutions |
|
$35.4 million | 273 | 2 | $129,809 |
| Compass Capital Management |
|
$77.4 million | 234 | 2 | $330,927 |
| Copper Financial |
|
$275.8 million | 1,919 | 38 | $143,706 |
| Core Wealth Management |
|
$26.6 million | 109 | 3 | $244,366 |
| Cornerstone Wealth Management |
|
$3.1 billion | 17,400 | 92 | $179,289 |
| Council Oak Wealth Advisors |
|
$337.2 million | 240 | 4 | $1.4 million |
| CX Institutional |
|
$2.2 billion | 2,809 | 57 | $790,183 |
| 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. |
|
$63.0 million | 89 | 2 | $708,403 |
| Dynamic Wealth Advisors |
|
$3.3 billion | 4,398 | 72 | $739,536 |
| Eide Bailly Advisors |
|
$1.3 billion | 1,029 | 17 | $1.3 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 |
|
$73.8 million | 224 | 3 | $329,463 |
| 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 |
|
$4.2 billion | 4 | 40 | $1.0 billion |
| Global View Capital Management |
|
$591.2 million | 6,335 | 93 | $93,318 |
| Great Valley Advisor Group |
|
$5.1 billion | 11,627 | 146 | $437,265 |
| Hogantaylor Wealth |
|
$546.8 million | 305 | 6 | $1.8 million |
| Householder Group Estate & Retirement Specialists |
|
$1.1 billion | 6,426 | 44 | $168,253 |
| Hughes Warren |
|
$131.4 million | 321 | 2 | $409,223 |
| Inspire Advisors |
|
$520.8 million | 1,997 | 29 | $260,781 |
| J M Brown Financial Partners |
|
$94.0 million | 1,100 | 4 | $85,413 |
| Jackson Hole Capital Partners |
|
$593.6 million | 122 | 4 | $4.9 million |
| Level Four Advisory Services |
|
$3.7 billion | 6,474 | 128 | $575,094 |
| Lexaurum Advisors |
|
$604.1 million | 1,462 | 23 | $413,220 |
| Longbow Asset Management |
|
$105.1 million | 149 | 2 | $705,200 |
| Main Street Investment Management |
|
$34.1 million | 165 | 1 | $206,510 |
| Mcguire Capital Management |
|
$59.9 million | 498 | 5 | $120,266 |
| Melia Wealth |
|
$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 |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Mitchell & Pahl Private Wealth |
|
$314.1 million | 231 | 2 | $1.4 million |
| Motiv8 Investments |
|
$118.1 million | 722 | 13 | $163,640 |
| Native American Fund Advisors |
|
$33.1 million | 1 | 5 | $33.1 million |
| Odingard Capital Management |
|
$52.0 million | 28 | 1 | $1.9 million |
| Ok401k |
|
$64.9 million | 124 | 1 | $523,744 |
| 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 |
| Retirement Planners OF America |
|
$3.4 billion | 7,216 | 32 | $475,303 |
| Retirementadvice | JKA |
|
$177.5 million | 269 | 3 | $659,902 |
| Robert Stephen Capital Management |
|
$224.0 million | 88 | 3 | $2.5 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 |
| Signal Research Group |
|
$14.4 million | 86 | 1 | $166,860 |
| Smart Money Group |
|
$254.1 million | 655 | 7 | $387,962 |
| 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 Wealth Consulting Group |
|
$2.8 billion | 7,407 | 156 | $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 |
|
$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 |
|
$511.5 million | 461 | 8 | $1.1 million |
| Wingate Capital Advisors |
|
$2.3 million | 26 | 2 | $87,243 |
More Top Firms by State
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.