search
List Map

Best Financial Advisors near Edmond, Oklahoma


To help Americans find the best financial advisors in Edmond, 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 Edmond, 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. 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.

4. 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.

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

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

6. Csenge Advisory Group
   (405) 412-7735
2801 S. Bryant, Edmond, Oklahoma

Csenge Advisory Group, registered in 2011, manages $915.9 million for 1,718 clients.

7. 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.

8. 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.

9. Capital Advisors
   (405) 446-8319
2524 N. Broadway Suite 338, Edmond, Oklahoma

Capital Advisors, registered in 1978, manages $2.8 billion for 1,814 clients.

10. 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.

11. 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.

12. 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.

13. Jack Keeter & Associates
   (714) 779-9200
2569 S. Kelly Avenue, Edmond, Oklahoma

Jack Keeter & Associates, registered in 2014, manages $115.8 million for 361 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. Cape Investment Advisory
   (405) 726-8964
1019 F Waterford Parkway, Edmond, Oklahoma

Cape Investment Advisory, registered in 2010, manages $294.3 million for 1,226 clients.

16. 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.

17. 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.

18. Epic Wealth Management
   (405) 257-0301
6301 Waterford Blvd, Suite 102a. Oklahoma City, OK

Epic Wealth Management, registered in 2018, manages $121.3 million for 176 clients.

19. Burnett Financial Group
   (405) 341-9245
2569 S Kelly Ave Edmond, OK

Burnett Financial Group, registered in 2018, manages $120.4 million for 83 clients.

20. Burnett Financial Group
   (405) 341-9245
Multiple Locations

Burnett Financial Group, registered in 2018, manages $120.4 million for 83 clients.



Sponsored Results help_outline


Fisher Investments
   (888) 823-9566

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

Visit Site

Corda Investment Management
   (713) 439-0665

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

Visit Site



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

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport