Best Financial Advisor Firms Oklahoma 2023

investor.com

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:

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

More Top Firms by State

About the Editorial Team

investor.com
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, retirement planning, and more.


close