BISON CAPITAL ADVISORS, LLC
Oklahoma City, OK
AUM
$250.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(405) 257-0646
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OK
66 advisers found
SUSTAINABLE ADVISORS ALLIANCE LLC
Tulsa, OK
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
918-408-7981
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
DRAWBRIDGE CAPITAL
Tulsa, OK
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
918-493-4190
J M BROWN FINANCIAL PARTNERS
Tulsa, OK
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-496-5460
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
SAGEOAK FINANCIAL, LLC
Tulsa, OK
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(918) 627-3700
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
R.J. CLOUD ADVISORS & COMPANY
Bixby, OK
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
918-949-9713
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
PERISSOS PRIVATE WEALTH MANAGEMENT
Bethany, OK
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-212-9690
AUM
$150.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
972-987-9651
AUM
$137.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
918-743-5959
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
CATHEDRAL SQUARE CAPITAL
Tulsa, OK
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
539-233-5160
GIBCO CAPITAL ADVISORS
Clinton, OK
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
580-323-9000
EVERWEALTH
Tulsa, OK
AUM
$81.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE
918-524-6325
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
AUM
$65.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-984-9203
STEP BY STEP FINANCIAL, LLC
Tulsa, OK
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
918-806-1030
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
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
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