FORGE FINANCIAL
Edmond, OK
AUM
$1.46B
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM
405-340-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OK, EDMOND
17 advisers found
TRANSCENDENT CAPITAL GROUP
Edmond, OK
AUM
$360.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
405-341-9188
BISON CAPITAL GROUP, LLC
Edmond, OK
AUM
$306.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
405-510-0730
JM2 CAPITAL INC.
Edmond, OK
AUM
$238.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(405) 285-2878
HUGHES WARREN, INC.
Edmond, OK
AUM
$220.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
405-418-4080
CHAPPELWOOD FINANCIAL SERVICES
Edmond, OK
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges; PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER
405-348-0909
WOMACK INVESTMENT ADVISERS, INC
Edmond, OK
AUM
$95.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-340-1717
WTO ADVISORS, LLC
Edmond, OK
AUM
$84.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(405) 241-1400
SOARD FINANCIAL MANAGEMENT, LLC
Edmond, OK
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; CO-ADVISOR FEES
405-509-6068
MAIN STREET INVESTMENT MANAGEMENT
Edmond, OK
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
405-285-5566
STAGNER FINANCIAL ADVISORY
Edmond, OK
AUM
$59.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
855-285-0316
CONKIN FINANCIAL GROUP, INC.
Edmond, OK
AUM
$54.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
405-348-6200
SIGNAL RESEARCH GROUP LLC
Edmond, OK
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
405-509-2553
ESOTERIC WEALTH PARTNERS LLC
Edmond, OK
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(425) 354-5627
BLESSED FINANCIAL INVESTMENTS, LLC
Edmond, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
405-919-6493
PALUMBO CAPITAL GROUP, LLC
Edmond, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
405-437-1290
RULICENT
Edmond, OK
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
405-400-1751
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