SEC-registered financial advisors in Oklahoma
This page lists 69 advisory firms with a main office in Oklahoma that are registered with the SEC and report individual clients. It is not every advisor in Oklahoma. Firms registered with Oklahoma's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Oklahoma
Showing 24 of 69
- 10Elms LLP$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Access Financial Resources Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Adaptation Financial Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Allegiant Wealth Advisors, LLC$1B or moreSEC recordPercentage of assets
- Archambo Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Asset Management Advisors, LLC$100M to $500MSEC recordPercentage of assets
- BOK Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Bridgecreek Financial Group$500M to $1BSEC recordPercentage of assets
- Burkholder Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cadent Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Castlepoint Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Chappelwood Financial Services$100M to $500MSEC recordHourlyOther
- Compass Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Comprehensive Financial Planning Inc$100M to $500MSEC recordPercentage of assetsHourly
- Corporate Consulting Group, Inc.$100M to $500MSEC recordHourlyFixed or flat fee
- Council Oak Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Drawbridge Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Epic Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Everpar Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- F.I.G. Financial Advisory Services, Inc.$100M to $500MSEC recordPercentage of assets
- Fmi$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Forge Financial$1B or moreSEC recordPercentage of assets
- Fourpath Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fredric E. Russell Investment Management Co.$100M to $500MSEC recordPercentage of assets
- G. Dewayne McAnally$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gaddis Premier Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gibraltar Capital Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyPerformance-based
- Hogantaylor Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hughes Warren, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Investrust Consulting, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- J M Brown Financial Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Jm2 Capital Inc.$100M to $500MSEC recordPercentage of assets
- L&S Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lig Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Longbow Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- McGuire Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Melia Wealth LLC$500M to $1BSEC recordPercentage of assets
- Meliora Capital$100M to $500MSEC recordPercentage of assetsHourly
- Mitchell & Pahl Private Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oak Creek Private Wealth Management LLCUnder $25MSEC recordPercentage of assets
- Oath Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Olistico Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Perissos Private Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pinnacle Investment Advisors$500M to $1BSEC recordPercentage of assetsHourlyPerformance-based
- Plan Group Financial, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- R.J. Cloud Advisors & Company$100M to $500MSEC recordPercentage of assets
- Redstone Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Relation Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Retirement Investment Advisors Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Revo Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Robert Stephen Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Sageoak Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Scissortail Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Seraph Capital Associates, LLC$25M to $100MSEC recordPercentage of assets
- Servo Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Summit Wealth Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sustainable Advisors Alliance LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Sutterfield Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tao Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourly
- The Advisory Resource Group, LLC$500M to $1BSEC recordPercentage of assets
- The Legacy Financial Group, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tom Johnson Investment Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Transcendent Capital Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trinity Strategic Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Triton Financial Group, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vista Investment Partners LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Warburton Capital Management, LLC$500M to $1BSEC recordPercentage of assetsOther
- Wealth Oklahoma$100M to $500MSEC recordPercentage of assets
- Windle Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.