BLESSED FINANCIAL INVESTMENTS, LLC
Edmond, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
405-919-6493
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OK
149 advisers found
BRIDGECREEK FINANCIAL GROUP
Tulsa, OK
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-392-1990
PALUMBO CAPITAL GROUP, LLC
Edmond, OK
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
405-437-1290
TAO PRIVATE WEALTH, LLC
Tulsa, OK
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(918) 986 7282
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
CORPORATE CONSULTING GROUP, INC.
Tulsa, OK
AUM
$240.8M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
918-585-5858
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
COMPREHENSIVE FINANCIAL PLANNING INC
Oklahoma City, OK
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
405-879-1117
Full profileNo website
AUM
$158.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
254-275-5326
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
REGENT WEALTH MANAGEMENT, INC.
Tulsa, OK
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
918 622-1466
Full profileNo website
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
Oklahoma City, OK
AUM
$67.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-286-2654
Full profileNo website
CCR INVESTMENT ADVISERS, LLC
Ponca City, OK
AUM
$55.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
580-304-3554
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
MERIT ADVISORS, INC.
Oklahoma City, OK
AUM
$33.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; SIGNAL SERVICE PROVIDED TO THIRD PARTY ADVISORS AND INSTITUTIONS
405-748-5335
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
SWEENEY ASSET MANAGEMENT, LLC
Oklahoma City, OK
AUM
$28.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SOLICITOR FEES AS PAID BY THIRD PARTIES
405-601-9390
Full profileNo website
PISMO PACIFIC FINANCIAL SERVICES, LLC
Norman, OK
AUM
$18.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-701-0800
Full profileNo website
THE BUFFALO FINANCIAL GROUP LLC
Choctaw, OK
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
405-779-3876
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