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Top Financial Advisor Firms in Oklahoma




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 49 Financial Advisor Firms in Oklahoma.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 49 best firms, with at least one office in Oklahoma, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oklahoma are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Oklahoma? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Acorn Growth Companies, LC 2017 View Locations
Align Wealth Management 2004 View Locations
Andco Consulting 2001 View Locations
Argent Retirement Plan Advisors 2013 View Locations
Autumn Glory Partners 2017 View Locations
BKD Wealth Advisors 1999 View Locations
Baker Asset Management 2005 View Locations
Beacon Pointe Wealth Advisors 2009 View Locations
Beam Asset Management 2001 View Locations
Belpointe Asset Management 2008 View Locations
Bridgecreek Investment Management 2004 View Locations
CWM 2011 View Locations
Cadent Capital Advisors 2013 View Locations
Cape Investment Advisory 2010 View Locations
Capital Advisors 1978 View Locations
Castleview Wealth Advisors 2015 View Locations
Claraphi Advisory Network 2014 View Locations
Cornerstone Wealth Management 2012 View Locations
Covenant 2010 View Locations
Csenge Advisory Group 2011 View Locations
Disciplined Investments 2010 View Locations
Exencial Wealth Advisors 2004 View Locations
Gibraltar Capital Management 2006 View Locations
Great Valley Advisor Group 2011 View Locations
Householder Group Estate & Retirement Specialists 2013 View Locations
Jack Keeter & Associates 2014 View Locations
Lexaurum Advisors 2016 View Locations
MCS Family Wealth Advisors 1990 View Locations
Melia Wealth Advisory Group 2017 View Locations
Motiv8 Investments 2016 View Locations
Parallel Advisors 2007 View Locations
Parsonex Advisory Services 2012 View Locations
Pinnacle Investment Advisors 2000 View Locations
Redhawk Wealth Advisors 2008 View Locations
Regal Advisory Services 2010 View Locations
Republic Wealth Advisors 2002 View Locations
Retirement Planners OF America 2011 View Locations
SGL Financial 2015 View Locations
SMS Financial & Investment Management 2008 View Locations
Stolper Asset Management 2014 View Locations
Strategic Financial Concepts 2006 View Locations
Sutterfield Financial Group 2005 View Locations
The Planning Center 2002 View Locations
Tom Johnson Investment Management 1992 View Locations
Venturi Private Wealth 2014 View Locations
Virtue Capital Management 2014 View Locations
Vista Investment Partners 2017 View Locations
Warburton Capital Management 2013 View Locations
Westside Investment Management 2010 View Locations


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