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Investment advisers in Oklahoma

85 SEC-registered advisers with a main office in Oklahoma, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Cavanal Hill Investment Management, Inc.Tulsa$14.22B
Exchange Traded Concepts, LLCOklahoma City$10.17B
Capital Advisors, Inc.Tulsa$6.15B
Ce Investment Management, LLCOklahoma City$5.68B
Argonaut Private Capital, LPTulsa$3.39B8
Caption Management, LLCOklahoma City$3.07B1
Knightsbridge Advisers LLCBartlesville$3B41
Warwick Investment Group, LLCOklahoma City$1.8B5
Tom Johnson Investment Management, LLCOklahoma City$1.63B
Retirement Investment Advisors IncOklahoma City$1.27B
Forge Financial Services, LLCEdmond$1.2B
Allegiant Wealth Advisors, LLCTulsa$956.5M
Prospera Private Wealth, LLCOklahoma City$931.1M
Spur Capital Partners, LLCBartlesville$879.9M8
Prescott Group Capital Management L.L.C.Tulsa$861.7M3
Gibraltar Capital Management, Inc.Tulsa$840.6M3
Bok Financial Securities, Inc.Tulsa$835.6M
The Advisory Resource Group, LLCTulsa$808.8M
Warburton Capital Management, LLCTulsa$701.1M
Acorn Growth Companies, LCOklahoma City$655.1M4
Cadent Capital Advisors, LLCTulsa$651M
Ark & Tlk Investments, LLCOklahoma City$605M
Scissortail Wealth Management, LLCTulsa$587.5M
Investrust Consulting, LLCOklahoma City$544.1M
Plan Group Financial, Inc.Oklahoma City$541.4M
Vista Investment Partners LLCOklahoma City$541M
The Legacy Financial Group, Inc.Tulsa$513.6M
Melia Wealth LLCTulsa$509.5M
Disciplined Investments, LLCTulsa$496.8M
Everpar Advisors LLCTulsa$488.5M
Pinnacle Holdings, LLCTulsa$455.2M3
Cowa, LLCTulsa$435.2M
Relation Wealth Management, Inc.Tulsa$417.9M
Mitchell & Pahl Private Wealth, LLCOklahoma City$406M
Access Financial Resources Inc.Oklahoma City$355M
Olistico Wealth, LLCTulsa$325.8M
Jbr Co. Financial Management Inc.Ardmore$314.6M
Gaddis Premier Wealth Advisors LLCDurant$314M
Transcendent Capital Group LLCEdmond$312.1M
The Stolper Company L.L.C.Tulsa$307.4M
Triton Financial Group, IncOklahoma City$293M
Bison Capital Group, LLCEdmond$292.8M32
Burk Holdings LLCTulsa$255.1M
Bison Capital Advisors, LLCOklahoma City$250M
Sutterfield Financial Group, Inc.Bartlesville$220.8M
Adaptation Financial Advisors Inc.Oklahoma City$217.1M
Humphreys Capital, LLCOklahoma City$214.5M5
Windle Wealth, LLCOklahoma City$207.8M
Sustainable Advisors Alliance LLCTulsa$207M
Oath Planning, LLCTulsa$200.6M
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