Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Oklahoma.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Access Financial Group |
|
$11.1 million | 128 | 1 | $86,826 |
| Acorn Growth Companies |
|
$335.6 million | 11 | 11 | $30.5 million |
| Advisor Resource Council |
|
$2.7 billion | 10,773 | 85 | $251,932 |
| Advisory Services Network |
|
$5.7 billion | 7,974 | 192 | $713,087 |
| Aegis Wealth Management |
|
$120.6 million | 826 | 30 | $146,017 |
| Align Wealth Management |
|
$430.4 million | 317 | 4 | $1.4 million |
| Ameritrust Investment Advisors |
|
$70.6 million | 116 | 7 | $608,776 |
| Archambo Financial Advisors |
|
$144.9 million | 236 | 4 | $613,893 |
| Argent Retirement Plan Advisors |
|
$656.2 million | 33 | 5 | $19.9 million |
| Autumn Glory Partners |
|
$444.2 million | 34 | 1 | $13.1 million |
| Beacon Pointe Advisors |
|
$23.7 billion | 10,657 | 200 | $2.2 million |
| Bridgecreek Investment Management |
|
$1.0 billion | 60 | 2 | $16.7 million |
| Burnett Financial Group |
|
$153.9 million | 87 | 1 | $1.8 million |
| Cadent Capital Advisors |
|
$552.6 million | 465 | 6 | $1.2 million |
| Capital Advisors |
|
$4.4 billion | 2,384 | 34 | $1.8 million |
| Caption Management |
|
$1.8 billion | 5 | 7 | $360.2 million |
| Castlepoint Wealth Advisors |
|
$382.8 million | 223 | 7 | $1.7 million |
| Chappelwood Financial Services |
|
$74.5 million | 126 | 2 | $591,222 |
| Chartmark Investments |
|
$122.4 million | 91 | 3 | $1.3 million |
| Coachwise Financial Solutions |
|
$38.5 million | 267 | 3 | $144,087 |
| Compass Capital Management |
|
$91.0 million | 226 | 1 | $402,597 |
| Core Wealth Management |
|
$31.3 million | 120 | 3 | $260,833 |
| Cornerstone Wealth Management |
|
$3.0 billion | 15,394 | 87 | $196,080 |
| Council Oak Wealth Advisors |
|
$323.5 million | 230 | 4 | $1.4 million |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| D.M. Wealth Management |
|
$44.6 million | 220 | 2 | $202,764 |
| DBA Upal OR United Professionals Assoc. |
|
$64.5 million | 90 | 2 | $716,545 |
| Dynamic Wealth Advisors |
|
$3.3 billion | 3,931 | 70 | $840,773 |
| Eide Bailly Advisors |
|
$1.2 billion | 1,073 | 15 | $1.1 million |
| Empirikal Partners |
|
$33.0 million | 167 | 12 | $197,604 |
| Epic Wealth Management |
|
$153.2 million | 179 | 4 | $855,902 |
| Everwealth |
|
$65.9 million | 108 | 2 | $610,127 |
| Exencial Wealth Advisors |
|
$4.4 billion | 2,667 | 45 | $1.6 million |
| Financial Destiny |
|
$21.4 million | 8 | 1 | $2.7 million |
| First State Investment Advisors |
|
$60.7 million | 183 | 3 | $331,912 |
| FMI |
|
$230.0 million | 632 | 4 | $363,924 |
| Fredric E. Russell Investment Management CO |
|
$177.6 million | 111 | 3 | $1.6 million |
| Full Sail Capital |
|
$1.7 billion | 507 | 9 | $3.3 million |
| G. Dewayne Mcanally |
|
$125.9 million | 355 | 3 | $354,661 |
| Gaddis Premier Wealth Advisors |
|
$221.7 million | 846 | 6 | $262,113 |
| Gibraltar Capital Management |
|
$752.1 million | 282 | 10 | $2.7 million |
| Great Valley Advisor Group |
|
$4.5 billion | 11,141 | 105 | $402,996 |
| Hogantaylor Wealth |
|
$563.2 million | 306 | 6 | $1.8 million |
| Householder Group Estate & Retirement Specialists |
|
$2.1 billion | 6,533 | 57 | $325,772 |
| Hughes Warren |
|
$163.6 million | 310 | 3 | $527,865 |
| Inspire Advisors |
|
$445.6 million | 1,497 | 33 | $297,630 |
| J M Brown Financial Partners |
|
$106.6 million | 560 | 5 | $190,339 |
| Jack Keeter & Associates |
|
$195.2 million | 309 | 3 | $631,620 |
| Jackson Hole Capital Partners |
|
$530.8 million | 107 | 4 | $5.0 million |
| Level Four Advisory Services |
|
$2.9 billion | 3,781 | 111 | $761,826 |
| Lexaurum Advisors |
|
$675.9 million | 1,307 | 21 | $517,118 |
| Longbow Asset Management |
|
$122.2 million | 143 | 2 | $854,477 |
| Main Street Investment Management |
|
$22.9 million | 93 | 1 | $246,390 |
| Mcguire Capital Management |
|
$62.4 million | 491 | 5 | $127,112 |
| Melia Wealth Advisory Group |
|
$385.7 million | 1,240 | 4 | $311,048 |
| Meliora Capital |
|
$103.5 million | 138 | 2 | $749,765 |
| Merit Financial Advisors |
|
$3.7 billion | 5,629 | 90 | $654,061 |
| Motiv8 Investments |
|
$143.5 million | 1,104 | 7 | $129,965 |
| O'brien Capital Advisors |
|
$16.3 million | 59 | 2 | $276,022 |
| Ok401k |
|
$76.1 million | 115 | 1 | $662,052 |
| Palm Beach Capital Corporation |
|
$7.6 million | 40 | 1 | $191,060 |
| Parallel Advisors |
|
$5.4 billion | 2,763 | 37 | $2.0 million |
| Perissos Private Wealth Management |
|
$26.5 million | 116 | 1 | $228,192 |
| Plan Group Financial |
|
$244.2 million | 1,369 | 10 | $178,410 |
| R J Cloud Advisors & Company |
|
$113.5 million | 155 | 2 | $732,258 |
| Rademacher Financial |
|
$149.2 million | 293 | 5 | $509,246 |
| Redhawk Wealth Advisors |
|
$1.4 billion | 1,723 | 36 | $802,246 |
| Reuter James Wealth Management |
|
$451.0 million | 328 | 3 | $1.4 million |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| SageOak Financial |
|
$114.1 million | 281 | 3 | $406,204 |
| Scissortail Wealth Management |
|
$334.2 million | 293 | 3 | $1.1 million |
| Servo Wealth Management |
|
$100.0 million | 49 | 1 | $2.0 million |
| SGL Financial |
|
$163.6 million | 679 | 12 | $240,978 |
| Signal Research Group |
|
$16.4 million | 89 | 1 | $184,453 |
| Smart Money Group |
|
$260.2 million | 462 | 7 | $563,129 |
| SMS Financial & Investment Management |
|
$207.2 million | 80 | 3 | $2.6 million |
| Soard Financial Management |
|
$39.0 million | 212 | 2 | $183,962 |
| Stagner Financial Advisory |
|
$46.5 million | 189 | 3 | $246,031 |
| Step BY Step Financial |
|
$41.3 million | 62 | 1 | $665,635 |
| Stolper Asset Management |
|
$237.4 million | 185 | 1 | $1.3 million |
| Strategic Financial Concepts |
|
$855.1 million | 3,572 | 39 | $239,377 |
| Strategic Wealth Advisors Group |
|
$6.6 billion | 24,579 | 119 | $269,193 |
| Sutterfield Financial Group |
|
$204.8 million | 1,397 | 6 | $146,629 |
| Talon Private Wealth |
|
$774.3 million | 3,802 | 7 | $203,651 |
| The Legacy Financial Group |
|
$318.7 million | 243 | 5 | $1.3 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Wealth Consulting Group |
|
$2.9 billion | 7,706 | 101 | $372,718 |
| Tom Johnson Investment Management |
|
$1.8 billion | 5,822 | 7 | $308,395 |
| Total Wealth Planning and Management |
|
$173.8 million | 385 | 8 | $451,356 |
| Trac Advisor Group |
|
$11.5 million | 75 | 1 | $153,725 |
| Vault Wealth Strategies |
|
$29.3 million | 197 | 4 | $148,495 |
| Venturi Private Wealth |
|
$2.3 billion | 359 | 18 | $6.4 million |
| Virtue Capital Management |
|
$1.1 billion | 5,419 | 111 | $197,733 |
| Vista Investment Partners |
|
$771.5 million | 1,017 | 11 | $758,643 |
| Warburton Capital Management |
|
$491.9 million | 401 | 6 | $1.2 million |
| Wealth Advisors |
|
$52.9 million | 61 | 1 | $867,667 |
| Wealth Management Solutions |
|
$87.8 million | 149 | 3 | $589,547 |
| Westside Investment Management |
|
$520.8 million | 436 | 9 | $1.2 million |
| Wingate Capital Advisors |
|
$2.0 million | 23 | 2 | $87,722 |
| Womack Investment Advisers |
|
$73.4 million | 168 | 4 | $436,842 |
More Top Firms by State
About the Editorial Team
investor.com
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