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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OK, OKLAHOMA CITY
35 advisers found
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
PLAN GROUP FINANCIAL, INC.
Oklahoma City, OK
AUM
$690.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
405-848-1099
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
MITCHELL & PAHL PRIVATE WEALTH
Oklahoma City, OK
AUM
$449.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-608-2280
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
BISON CAPITAL ADVISORS, LLC
Oklahoma City, OK
AUM
$250.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(405) 257-0646
ADAPTATION FINANCIAL ADVISORS INC.
Oklahoma City, OK
AUM
$233.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
972-774-0700
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
SERVO WEALTH MANAGEMENT LLC
Oklahoma City, OK
AUM
$173.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(405) 384-5132
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
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
Oklahoma City, OK
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
405-844-9826
EPIC WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
405-257-0301
VAULT WEALTH
Oklahoma City, OK
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-928-4422
ARROW INVESTMENT MANAGEMENT LLC
Oklahoma City, OK
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(405) 509-8198
A-TEAM FINANCIAL INVESTMENTS
Oklahoma City, OK
AUM
$44.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-378-2487
CORE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
405-720-1244
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
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