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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in OK

72 advisers found

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

ACCESS ADVISORY GROUP LLC

Oklahoma City, OK

AUM

$38.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(405) 418-4026

Full profileNo website

AUM

$29.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

(918) 706-5567

Full profileNo website

KRB AND ASSOCIATES, INC

Oklahoma City, OK

AUM

$16.5M

Wealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

405-206-6454

Full profileNo website
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