Oklahoma · 72 firms
Institutional Advisors in Oklahoma
Advisers managing assets for institutions, endowments, and corporations. Browse 72 advisers in Oklahoma matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Oklahoma
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
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
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
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
VISTA INVESTMENT PARTNERS LLC
Oklahoma City, OK
AUM
$610.6M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
405-608-5390
INVESTRUST CONSULTING, LLC
Oklahoma City, OK
AUM
$588.2M
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
405-843-7046
EVERPAR ADVISORS LLC
Tulsa, OK
AUM
$587.8M
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
918-221-9290
SCISSORTAIL WEALTH MANAGEMENT, LLC
Tulsa, OK
AUM
$568.2M
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(918) 956-0500
MELIA WEALTH LLC
Tulsa, OK
AUM
$560.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
918-794-9290
COUNCIL OAK WEALTH ADVISORS
Tulsa, OK
AUM
$529.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-984-9110
PINNACLE INVESTMENT ADVISORS
Tulsa, OK
AUM
$508.3M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
918-582-6864
ACCESS FINANCIAL RESOURCES INC.
Oklahoma City, OK
AUM
$410.6M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-848-9826
OLISTICO WEALTH, LLC
Tulsa, OK
AUM
$371.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
918-863-2005
179 total advisers in Oklahoma. Browse all Oklahoma advisors