Best Financial Advisor Firms Oklahoma 2023

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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 4.5/5 Stars $24.7 million 271 2 $91,004
Acorn Growth Companies 5/5 Stars $496.8 million 10 12 $49.7 million
Advisor Resource Council 4.5/5 Stars $2.3 billion 6,784 96 $341,792
Aegis Wealth Management 4.5/5 Stars $135.0 million 1,147 28 $117,692
Align Wealth Management 5/5 Stars $415.4 million 366 4 $1.1 million
Ameritrust Investment Advisors 5/5 Stars $59.1 million 114 5 $518,609
Archambo Financial Advisors 4.5/5 Stars $141.7 million 242 3 $585,426
Argent Retirement Plan Advisors 5/5 Stars $393.8 million 15 4 $26.3 million
Arrow Investment Management 4.5/5 Stars $22.4 million 101 1 $221,475
Autumn Glory Partners 4.5/5 Stars $465.1 million 35 1 $13.3 million
Bauman Advisory Group 4.5/5 Stars $33.8 million 221 4 $153,050
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
BFG Wealth 4.5/5 Stars $148.6 million 95 2 $1.6 million
Bridgecreek Investment Management 5/5 Stars $800.0 million 60 2 $13.3 million
BY Design Wealth Management 4.5/5 Stars $501,575 6 1 $83,595
Cadent Capital Advisors 4.5/5 Stars $565.9 million 487 8 $1.2 million
Capital Advisors 5/5 Stars $4.3 billion 2,625 34 $1.6 million
Caption Management 4.5/5 Stars $1.2 billion 5 9 $230.2 million
Castlepoint Wealth Advisors 5/5 Stars $326.7 million 227 9 $1.4 million
Chappelwood Financial Services 5/5 Stars $74.4 million 126 2 $590,773
Chartmark Investments 5/5 Stars $78.0 million 90 3 $866,559
Coachwise Financial Solutions 4.5/5 Stars $35.4 million 273 2 $129,809
Compass Capital Management 5/5 Stars $77.4 million 234 2 $330,927
Copper Financial 4.5/5 Stars $275.8 million 1,919 38 $143,706
Core Wealth Management 5/5 Stars $26.6 million 109 3 $244,366
Cornerstone Wealth Management 4.5/5 Stars $3.1 billion 17,400 92 $179,289
Council Oak Wealth Advisors 4.5/5 Stars $337.2 million 240 4 $1.4 million
CX Institutional 4.5/5 Stars $2.2 billion 2,809 57 $790,183
D.M. Wealth Management 5/5 Stars $38.4 million 177 2 $216,813
DAI Wealth 4.5/5 Stars $108.0 million 626 9 $172,448
DBA Upal OR United Professionals Assoc. 5/5 Stars $63.0 million 89 2 $708,403
Dynamic Wealth Advisors 5/5 Stars $3.3 billion 4,398 72 $739,536
Eide Bailly Advisors 4.5/5 Stars $1.3 billion 1,029 17 $1.3 million
Epic Wealth Management 4.5/5 Stars $92.1 million 121 4 $760,815
Everwealth 5/5 Stars $60.2 million 95 2 $633,846
Exencial Wealth Advisors 4.5/5 Stars $3.8 billion 4,629 45 $814,352
First State Investment Advisors 5/5 Stars $73.8 million 224 3 $329,463
FMI 4.5/5 Stars $209.3 million 790 5 $264,966
Fredric E. Russell Investment Management CO 4.5/5 Stars $144.4 million 121 3 $1.2 million
Full Sail Capital 4.5/5 Stars $1.5 billion 545 8 $2.7 million
Gibraltar Capital Management 4.5/5 Stars $719.4 million 351 10 $2.0 million
Gladstone Management Corporation 5/5 Stars $4.2 billion 4 40 $1.0 billion
Global View Capital Management 5/5 Stars $591.2 million 6,335 93 $93,318
Great Valley Advisor Group 4.5/5 Stars $5.1 billion 11,627 146 $437,265
Hogantaylor Wealth 5/5 Stars $546.8 million 305 6 $1.8 million
Householder Group Estate & Retirement Specialists 4.5/5 Stars $1.1 billion 6,426 44 $168,253
Hughes Warren 4.5/5 Stars $131.4 million 321 2 $409,223
Inspire Advisors 4.5/5 Stars $520.8 million 1,997 29 $260,781
J M Brown Financial Partners 5/5 Stars $94.0 million 1,100 4 $85,413
Jackson Hole Capital Partners 4.5/5 Stars $593.6 million 122 4 $4.9 million
Level Four Advisory Services 4.5/5 Stars $3.7 billion 6,474 128 $575,094
Lexaurum Advisors 4.5/5 Stars $604.1 million 1,462 23 $413,220
Longbow Asset Management 5/5 Stars $105.1 million 149 2 $705,200
Main Street Investment Management 5/5 Stars $34.1 million 165 1 $206,510
Mcguire Capital Management 5/5 Stars $59.9 million 498 5 $120,266
Melia Wealth 4.5/5 Stars $409.4 million 1,357 4 $301,716
Meliora Capital 5/5 Stars $121.6 million 146 1 $832,701
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Mission Wealth Management 4.5/5 Stars $5.0 billion 2,385 56 $2.1 million
Mitchell & Pahl Private Wealth 4.5/5 Stars $314.1 million 231 2 $1.4 million
Motiv8 Investments 4.5/5 Stars $118.1 million 722 13 $163,640
Native American Fund Advisors 4.5/5 Stars $33.1 million 1 5 $33.1 million
Odingard Capital Management 4.5/5 Stars $52.0 million 28 1 $1.9 million
Ok401k 4.5/5 Stars $64.9 million 124 1 $523,744
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Perissos Private Wealth Management 5/5 Stars $30.6 million 116 1 $263,945
Pinnacle Investment Advisors 4.5/5 Stars $374.8 million 379 6 $988,938
Plan Group Financial 4.5/5 Stars $242.3 million 1,481 10 $163,574
Rademacher Financial 4.5/5 Stars $119.1 million 319 5 $373,413
Retirement Planners OF America 5/5 Stars $3.4 billion 7,216 32 $475,303
Retirementadvice | JKA 4.5/5 Stars $177.5 million 269 3 $659,902
Robert Stephen Capital Management 4.5/5 Stars $224.0 million 88 3 $2.5 million
SageOak Financial 5/5 Stars $106.8 million 276 3 $386,785
Scissortail Wealth Management 4.5/5 Stars $408.7 million 420 7 $973,107
Servo Wealth Management 5/5 Stars $106.9 million 64 1 $1.7 million
SGL Financial 4.5/5 Stars $168.8 million 868 12 $194,452
Signal Research Group 5/5 Stars $14.4 million 86 1 $166,860
Smart Money Group 5/5 Stars $254.1 million 655 7 $387,962
Soard Financial Management 5/5 Stars $41.0 million 215 2 $190,697
Stagner Financial Advisory 4.5/5 Stars $41.3 million 180 3 $229,243
Step BY Step Financial 4.5/5 Stars $36.2 million 63 1 $575,054
Stolper Asset Management 5/5 Stars $238.5 million 160 1 $1.5 million
Strategic Financial Concepts 4.5/5 Stars $811.0 million 4,470 35 $181,439
Sutterfield Financial Group 4.5/5 Stars $174.8 million 1,291 6 $135,411
Talon Private Wealth 4.5/5 Stars $826.4 million 1,971 8 $419,300
The Legacy Financial Group 5/5 Stars $335.7 million 274 4 $1.2 million
The Wealth Consulting Group 4.5/5 Stars $2.8 billion 7,407 156 $377,454
Tom Johnson Investment Management 5/5 Stars $1.5 billion 5,573 6 $272,640
Total Wealth Planning and Management 4.5/5 Stars $163.8 million 379 8 $432,194
Trac Advisor Group 4.5/5 Stars $11.0 million 77 1 $142,520
Trajan Wealth 4.5/5 Stars $1.1 billion 5,492 30 $191,760
Vault Wealth 4.5/5 Stars $32.1 million 226 5 $142,126
Venturi Private Wealth 4.5/5 Stars $2.0 billion 464 19 $4.3 million
Virtue Capital Management 4.5/5 Stars $941.4 million 7,973 107 $118,072
Vista Investment Partners 4.5/5 Stars $728.1 million 1,256 9 $579,688
Warburton Capital Management 5/5 Stars $498.6 million 414 8 $1.2 million
Wealth Advisors 4.5/5 Stars $38.9 million 60 1 $648,189
Wealth Management Solutions 4.5/5 Stars $82.3 million 116 3 $709,670
Westside Investment Management 5/5 Stars $511.5 million 461 8 $1.1 million
Wingate Capital Advisors 5/5 Stars $2.3 million 26 2 $87,243

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