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Best Financial Advisors near Bethany, Oklahoma


To help Americans find the best financial advisors in Bethany, Oklahoma, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Bethany, Oklahoma.


1. Disciplined Investments
   (405) 848-2020
11600 Broadway Ext Suite #300, Oklahoma City, Oklahoma

Disciplined Investments, registered in 2010, manages $354.3 million for 291 clients.

2. Redhawk Wealth Advisors
   (952) 835-4295
201 Nw 63rd Street Suite 150, Oklahoma City, Oklahoma

Redhawk Wealth Advisors, registered in 2008, manages $1.1 billion for 1,525 clients.

3. Retirement Planners OF America
   (405) 395-4310
3030 Northwest Expressway Suite 200, Oklahoma City, Oklahoma

Retirement Planners OF America, registered in 2011, manages $4.4 billion for 9,116 clients.

4. Parallel Advisors
   (866) 627-6984
1000 Wilshire Blvd. Suite 320, Oklahoma City, Oklahoma

Parallel Advisors, registered in 2007, manages $3.2 billion for 2,226 clients.

5. Tom Johnson Investment Management
   (405) 236-2111
201 Robert S. Kerr, Suite 510 Oklahoma City, OK

Tom Johnson Investment Management, registered in 1992, manages $1.4 billion for 3,738 clients.

6. Exencial Wealth Advisors
   (405) 478-1971
9108 N. Kelley Avenue Oklahoma City, OK

Exencial Wealth Advisors, registered in 2004, manages $3.1 billion for 2,292 clients.

7. Covenant
   (405) 810-7730
6305 Waterford Blvd. Suite 120, Oklahoma City, Oklahoma

Covenant, registered in 2010, manages $1.8 billion for 504 clients.

8. BKD Wealth Advisors
   (405) 606-2580
Two Leadership Square South Tower 211 N. Robinson Avenue, Suite 600, Oklahoma City, Oklahoma

BKD Wealth Advisors, registered in 1999, manages $3.2 billion for 1,517 clients.

9. Westside Investment Management
   (405) 286-3623
10900 Hefner Pointe Drive Suite 502, Oklahoma City, Oklahoma

Westside Investment Management, registered in 2010, manages $626.9 million for 555 clients.

10. Cadent Capital Advisors
   (405) 254-3122
14528 Hertz Quail Springs Parkway, Oklahoma City, Oklahoma

Cadent Capital Advisors, registered in 2013, manages $433.1 million for 415 clients.

11. Align Wealth Management
   (405) 607-4820
13921 Quail Pointe Drive Oklahoma City, OK

Align Wealth Management, registered in 2004, manages $333.0 million for 254 clients.

12. Castleview Wealth Advisors
   (405) 705-2906
9112 N. Kelley Avenue, Suite B-2. Oklahoma City, OK

Castleview Wealth Advisors, registered in 2015, manages $272.0 million for 193 clients.

13. Venturi Private Wealth
   (405) 254-3746
11600 Broadway Extension Suite 200, Oklahoma City, Oklahoma

Venturi Private Wealth, registered in 2014, manages $1.3 billion for 286 clients.

14. Baker Asset Management
   (405) 415-7280
1601 NW Expressway, 20th Floor, Suite A. Oklahoma City, OK

Baker Asset Management, registered in 2005, manages $243.3 million for 176 clients.

15. Argent Retirement Plan Advisors
   (405) 848-8899
621 N. Robinson, Suite 100, Oklahoma City, Oklahoma

Argent Retirement Plan Advisors, registered in 2013, manages $260.5 million for 12 clients.

16. Acorn Growth Companies, LC
   (405) 737-2676
621 N. Robinson Avenue, Suite 550. Oklahoma City, OK

Acorn Growth Companies, LC, registered in 2017, manages $515.8 million for 10 clients.

17. Vista Investment Partners
   (405) 608-5390
5601 North Classen Boulevard, Suite 101. Oklahoma City, OK

Vista Investment Partners, registered in 2017, manages $462.0 million for 808 clients.

18. Hughes Warren
   (405) 418-4080
9150 N. May Avenue, Suite B. Oklahoma City, OK

Hughes Warren, registered in 2018, manages $112.4 million for 312 clients.

19. Motiv8 Investments
   (405) 848-5790
4800 Mayfair Dr, Oklahoma City, Oklahoma

Motiv8 Investments, registered in 2016, manages $145.7 million for 952 clients.

20. Motiv8 Investments
   (405) 848-5790
Multiple Locations

Motiv8 Investments, registered in 2016, manages $145.7 million for 952 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Oklahoma


Bethany, Oklahoma Broken Arrow, Oklahoma Edmond, Oklahoma Jenks, Oklahoma OKC, Oklahoma Oakhurst, Oklahoma Oklahoma City, Oklahoma SS, Oklahoma Sand Springs, Oklahoma Tulsa, Oklahoma

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