Oklahoma · 149 firms
Wealth Managers in Oklahoma
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 149 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
Wealth Management 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
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
179 total advisers in Oklahoma. Browse all Oklahoma advisors