Oklahoma · 5 advisers
Financial Advisors in Norman, Oklahoma
Looking for a financial advisor in Norman, Oklahoma? Falists indexes 5 SEC-registered and state-registered investment advisers in Norman — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $47.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$47.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Norman
Ranked by AUM · Fees, team & specialties at a glance
D.M. WEALTH MANAGEMENT, INC.
Norman, OK
AUM
$47.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
405-329-8884
BUWICK GROUP WEALTH MANAGEMENT, LLC
Norman, OK
AUM
$24.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-329-6000
TRAC WEALTH MANAGEMENT, INC
Norman, OK
AUM
$14.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-615-4465
PISMO PACIFIC FINANCIAL SERVICES, LLC
Norman, OK
AUM
$18.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-701-0800
More cities in Oklahoma
Common questions
- How many financial advisors are in Norman, Oklahoma?
- 5 registered investment advisers are listed in our Norman directory, sourced from public SEC filings.
- What types of advisors are in Norman?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Norman?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.