Adviser Record

Investment advisers in OK

84 SEC-registered firms · $89.63 billion in regulatory assets · 8 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
10elms LLPTulsa$120.6 million0
Access Financial Resources Inc.Oklahoma City$410.6 million6
Acorn Capital ManagementOklahoma City$893.2 million0
Adaptation Financial Advisors Inc.Oklahoma City$233.6 million0
Allegiant Wealth Advisors, LLCTulsa$1.17 billion0
Archambo Financial Advisors, Inc.Bartlesville$163.1 million0
Argonaut Private Capital, LPTulsa$3.01 billion0
Asset Management Advisors, LLCOklahoma City$221.3 million0
Bison Capital Advisors, LLCOklahoma City$250.0 million0
Bison Capital Group, LLCEdmond$306.2 million0
Bok Financial AdvisorsTulsa$1.06 billion5
Bridgecreek Financial GroupTulsa$649.9 million0
Burkholder Wealth ManagementTulsa$379.9 million0
Cadent Capital Advisors, LLCTulsa$785.8 million2
Caption Management, LLCOklahoma City$3.41 billion0
Castlepoint Wealth AdvisorsOklahoma City$751.4 million0
Cavanal Hill Investment Management, Inc.Tulsa$15.23 billion2
Ce Investment Management, LLCOklahoma City$5.91 billion0
Chappelwood Financial ServicesEdmond$113.1 million0
Compass Capital Management, LLCMcalester$119.0 million0
Comprehensive Financial Planning IncOklahoma City$176.0 million0
Corporate Consulting Group, Inc.Tulsa$240.8 million0
Council Oak Wealth AdvisorsTulsa$529.4 million0
Drawbridge CapitalTulsa$224.6 million1
Epic Wealth Management, LLCOklahoma City$120.8 million0
Even Herd LLCOklahoma City$55.9 million0
Everpar Advisors LLCTulsa$587.8 million0
Exchange Traded Concepts, LLCOklahoma City$22.95 billion0
F.I.G. Financial Advisory Services, Inc.Oklahoma City$162.4 million0
FmiArdmore$318.3 million0
Forge FinancialEdmond$1.46 billion0
Fourpath Capital Management, LLCOklahoma City$1.06 billion0
Fredric E. Russell Investment Management Co.Tulsa$137.5 million0
G. Dewayne McanallyOklahoma City$170.1 million1
Gaddis Premier Wealth Advisors LLCDurant$368.5 million0
Gibraltar Capital Management, Inc.Tulsa$1.35 billion0
Hogantaylor WealthTulsa$592.8 million0
Hudson & Associates Wealth Management LLCTulsa$00
Hughes Warren, Inc.Edmond$220.5 million0
Humphreys Capital, LLCOklahoma City$252.4 million0
Investrust Consulting, LLCOklahoma City$588.2 million0
J M Brown Financial PartnersTulsa$202.1 million0
Jm2 Capital Inc.Edmond$238.4 million0
Knightsbridge Advisers LLCBartlesville$3.29 billion0
L&s Private Wealth, LLCOklahoma City$108.5 million0
Lig Capital Management, LLCOklahoma City$250.4 million0
Longbow Asset ManagementTulsa$134.4 million0
Mcguire Capital Advisors, Inc.Bethany$202.4 million0
Melia Wealth LLCTulsa$560.1 million0
Meliora CapitalTulsa$174.8 million0
Mitchell & Pahl Private WealthOklahoma City$449.9 million0
Native American Fund Advisors LLCTulsa$38.9 million0
Oak Creek Private Wealth Management LLCTulsa$4.3 million0
Oath Planning, LLCTulsa$284.7 million0
Olistico Wealth, LLCTulsa$371.5 million0
Perissos Private Wealth ManagementBethany$167.1 million0
Pinnacle Investment AdvisorsTulsa$508.3 million0
Plan Group Financial, Inc.Oklahoma City$690.3 million0
Prescott Group Capital Management L.L.C.Tulsa$1.30 billion0
R.J. Cloud Advisors & CompanyBixby$171.3 million0
Redstone Wealth Management, LLCOklahoma City$187.7 million0
Relation Wealth Management, Inc.Tulsa$541.2 million0
Retirement Investment Advisors IncOklahoma City$1.49 billion4
Revo Financial, LLCBartlesville$135.4 million0
Robert Stephen Capital Management LLCTulsa$219.1 million0
Sageoak Financial, LLCTulsa$174.8 million0
Scissortail Wealth Management, LLCTulsa$568.2 million0
Seraph Capital Associates, LLCBartlesville$90.3 million0
Servo Wealth Management LLCOklahoma City$173.8 million0
Summit Wealth Group, LLCTulsa$182.5 million0
Sustainable Advisors Alliance LLCTulsa$234.8 million0
Sutterfield Financial Group, Inc.Bartlesville$274.4 million0
Tao Private Wealth, LLCTulsa$104.2 million0
The Advisory Resource Group, LLCTulsa$926.6 million0
The Legacy Financial Group, Inc.Tulsa$590.7 million0
Tom Johnson Investment Management, LLCOklahoma City$1.63 billion0
Transcendent Capital GroupEdmond$360.7 million0
Trinity Strategic WealthTulsa$1.54 billion0
Triton Financial Group, IncOklahoma City$258.7 million0
Vista Investment Partners LLCOklahoma City$610.6 million1
Warburton Capital Management, LLCTulsa$786.6 million0
Warwick Investment Group, LLCOklahoma City$2.05 billion0
Wealth OklahomaTulsa$356.3 million0
Windle WealthOklahoma City$251.0 million0