Oklahoma · 179 advisers
Financial Advisors in Oklahoma
Falists is the most comprehensive public directory of financial advisors in Oklahoma — 179 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
179
With website
142
Largest AUM
$22.95B
Financial planning
106
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oklahoma
Ranked by AUM and profile completeness · Data from SEC IAPD
EXCHANGE TRADED CONCEPTS, LLC
Oklahoma City, OK
AUM
$22.95B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
405-778-8377
AUM
$15.23B
Team
40 advisors
Clients
—
Fees
Percentage of AUM
800-958-2942
CAPITAL ADVISORS, INC.
Tulsa, OK
AUM
$7.43B
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 230-5879
CAPTION MANAGEMENT, LLC
Oklahoma City, OK
AUM
$3.41B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-797-5101
KNIGHTSBRIDGE ADVISERS LLC
Bartlesville, OK
AUM
$3.29B
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
918-336-0978
ARGONAUT PRIVATE CAPITAL, LP
Tulsa, OK
AUM
$3.01B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
918-392-9611
WARWICK INVESTMENT GROUP, LLC
Oklahoma City, OK
AUM
$2.05B
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
405-607-3400
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.63B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-236-2111
TRINITY STRATEGIC WEALTH
Tulsa, OK
AUM
$1.54B
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-492-2150
RETIREMENT INVESTMENT ADVISORS INC
Oklahoma City, OK
AUM
$1.49B
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
405-842-3443
FORGE FINANCIAL
Edmond, OK
AUM
$1.46B
Team
15 advisors
Clients
—
Fees
Percentage of AUM
405-340-1600
GIBRALTAR CAPITAL MANAGEMENT, INC.
Tulsa, OK
AUM
$1.35B
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(918) 492-4209
AUM
$1.30B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
918-747-3412
ALLEGIANT WEALTH ADVISORS, LLC
Tulsa, OK
AUM
$1.17B
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(918) 623-4500
JACKSON HOLE CAPITAL PARTNERS, LLC
Tulsa, OK
AUM
$1.09B
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
918-879-4698
FOURPATH CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.06B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(405) 253-6080
BOK FINANCIAL ADVISORS
Tulsa, OK
AUM
$1.06B
Team
142 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-781-6889
THE ADVISORY RESOURCE GROUP, LLC
Tulsa, OK
AUM
$926.6M
Team
6 advisors
Clients
0
Fees
Percentage of AUM
918-481-1934
ACORN CAPITAL MANAGEMENT
Oklahoma City, OK
AUM
$893.2M
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
405-737-2676
SPUR CAPITAL PARTNERS
Bartlesville, OK
AUM
$879.9M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Performance-based fees +1 more
918-331-3800
WARBURTON CAPITAL MANAGEMENT, LLC
Tulsa, OK
AUM
$786.6M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; FIXED MONTHLY FEES
918-794-3000
CADENT CAPITAL ADVISORS, LLC
Tulsa, OK
AUM
$785.8M
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
918-935-3450
CASTLEPOINT WEALTH ADVISORS
Oklahoma City, OK
AUM
$751.4M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-705-2906
PLAN GROUP FINANCIAL, INC.
Oklahoma City, OK
AUM
$690.3M
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
405-848-1099
Cities in Oklahoma
Browse financial advisors by city across Oklahoma
The Oklahoma advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.