EXCHANGE TRADED CONCEPTS, LLC
Oklahoma City, OK
AUM
$22.95B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
405-778-8377
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OK, OKLAHOMA CITY
27 advisers found
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-236-2111
RETIREMENT INVESTMENT ADVISORS INC
Oklahoma City, OK
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
405-842-3443
FOURPATH CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(405) 253-6080
CASTLEPOINT WEALTH ADVISORS
Oklahoma City, OK
AUM
$751.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
405-608-5390
INVESTRUST CONSULTING, LLC
Oklahoma City, OK
AUM
$588.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
405-843-7046
ACCESS FINANCIAL RESOURCES INC.
Oklahoma City, OK
AUM
$410.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-848-9826
TRITON FINANCIAL GROUP, INC
Oklahoma City, OK
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-696-7140
WINDLE WEALTH
Oklahoma City, OK
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-261-5202
LIG CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$250.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-463-3334
REDSTONE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(405) 844-9933
G. DEWAYNE MCANALLY
Oklahoma City, OK
AUM
$170.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-728-1649
EPIC WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
405-257-0301
CIMARRON CAPITAL ASSOCIATES II, LLC
Oklahoma City, OK
AUM
$54.4M
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4058486059
OK401K, INC.
Oklahoma City, OK
AUM
$53.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(405) 603-4986
A-TEAM FINANCIAL INVESTMENTS
Oklahoma City, OK
AUM
$44.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-378-2487
BALDWIN FINANCIAL, LLC
Oklahoma City, OK
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-266-7856
THE BAKER GROUP, LP
Oklahoma City, OK
AUM
—
Team
3 advisors
Clients
1-10
Fees
NEGOTIABLE FEES BASED ON % OF INVESTABLE ASSETS PER CLIENT
405-415-7200
CE INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$5.91B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
405-523-5348
Full profileNo website
ASSET MANAGEMENT ADVISORS, LLC
Oklahoma City, OK
AUM
$221.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
405-842-1881
Full profileNo website
L&S PRIVATE WEALTH, LLC
Oklahoma City, OK
AUM
$108.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
405-614-3106
Full profileNo website
LEONARD INVESTMENT ADVISORS INC.
Oklahoma City, OK
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-879-0166
Full profileNo website
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