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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OK
72 advisers found
AUM
$65.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-984-9203
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
WILSHIRE-PENNINGTON GROUP, INC.
Nichols Hills, OK
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
405-751-8600
AMERITRUST INVESTMENT ADVISORS INC
Tulsa, OK
AUM
$52.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
918-610-8080
A-TEAM FINANCIAL INVESTMENTS
Oklahoma City, OK
AUM
$44.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-378-2487
NATIVE AMERICAN FUND ADVISORS LLC
Tulsa, OK
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
918-582-9823
PERSPECTIVE ADVISORS, LLC
Bartlesville, OK
AUM
$34.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(918) 214-8858
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
TRAC WEALTH MANAGEMENT, INC
Norman, OK
AUM
$14.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-615-4465
AUM
$4.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-904-5721
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
SERAPH CAPITAL ASSOCIATES, LLC
Bartlesville, OK
AUM
$90.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
918-338-2255
Full profileNo website
AUM
$45.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-527-4308
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
CONE WEALTH MANAGEMENT
Tulsa, OK
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
CC INVESTMENT ADVISORS, INC.
Oklahoma City, OK
AUM
$15.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-495-0100
Full profileNo website
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