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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
179 advisers found
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
D.M. WEALTH MANAGEMENT, INC.
Norman, OK
AUM
$47.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
405-329-8884
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
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
ODINGARD CAPITAL MANAGEMENT
Tulsa, OK
AUM
$34.2M
Financial PlanningTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-794-4060
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
STILLWATER FINANCIAL
Stillwater, OK
AUM
$34.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-215-9063
WEALTH ADVISORS, L.L.C.
Broken Arrow, OK
AUM
$27.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-557-6405
BUWICK GROUP WEALTH MANAGEMENT, LLC
Norman, OK
AUM
$24.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-329-6000
O'BRIEN CAPITAL ADVISORS, LLC
Sapulpa, OK
AUM
$20.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
918-227-3285
SANDMAN WEALTH MANAGEMENT
Tulsa, OK
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
918-791-0393
SIGNAL RESEARCH GROUP LLC
Edmond, OK
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
405-509-2553
ESOTERIC WEALTH PARTNERS LLC
Edmond, OK
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(425) 354-5627
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
TURRENTINE FINANCIAL SERVICES LLC
Stigler, OK
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(918) 735-0075
INVESTMENT STRATEGIES, LLC
Oklahoma City, OK
AUM
$6.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
405-703-3858
AUM
$4.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-904-5721
FLATLANDS WEALTH LLC
Oklahoma City, OK
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
405-480-0513
WINGATE CAPITAL ADVISORS LLC
Tulsa, OK
AUM
$2.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
918-895-4957
DOMINION CAPITAL MANAGEMENT, LLC
Clinton, OK
AUM
$1.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
405-400-8900