Investment advisers in Oklahoma
85 SEC-registered advisers with a main office in Oklahoma, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Asset Management Advisors, LLC | Oklahoma City | $197.7M | — |
| Lig Capital Management, LLC | Oklahoma City | $196.8M | — |
| Streeter Moore & Stipe LLC | Tulsa | $193.5M | — |
| Drawbridge Capital, LLC | Tulsa | $189.9M | — |
| Jm2 Capital Inc. | Edmond | $186.4M | — |
| Hughes Warren, Inc. | Edmond | $185.4M | — |
| Comprehensive Financial Planning Inc | Oklahoma City | $182.5M | — |
| Corporate Consulting Group, Inc. | Tulsa | $167.1M | — |
| Perissos Private Wealth Management, LLC | Bethany | $164.9M | — |
| F.i.g. Financial Advisory Services, Inc. | Oklahoma City | $162.4M | — |
| J M Brown & Associates, Inc. | Tulsa | $158M | — |
| Archambo Financial Advisors, Inc. | Bartlesville | $157.2M | — |
| Redstone Wealth Management, LLC | Oklahoma City | $153.8M | — |
| G. Dewayne McAnally, LLC | Oklahoma City | $152M | — |
| R.j. Cloud Advisors & Company | Tulsa | $150.7M | — |
| Xxec Inc | Tulsa | $150.4M | — |
| Summit Wealth Group, LLC | Tulsa | $150M | — |
| Meliora Capital, LLC | Tulsa | $149.2M | — |
| Servo Wealth Management LLC | Oklahoma City | $149M | — |
| Sageoak Financial, LLC | Tulsa | $143.9M | — |
| Longbow Asset Management | Tulsa | $131.4M | — |
| Revo Financial, LLC | Bartlesville | $118.6M | — |
| McGuire Capital Advisors, Inc. | Bethany | $116.1M | — |
| Chappelwood Financial Services Corp. | Edmond | $113.1M | — |
| Epic Wealth Management, LLC | Oklahoma City | $112.3M | — |
| 10elms LLP | Tulsa | $109.5M | — |
| Compass Capital Management, LLC | McAlester | $107.3M | — |
| Seraph Capital Associates, LLC | Bartlesville | $77.5M | 3 |
| Even Herd LLC | Oklahoma City | $52.5M | — |
| Native American Fund Advisors LLC | Tulsa | $36.7M | — |
| Oak Creek Private Wealth Management LLC | Tulsa | $6M | — |
| Tulsa Wealth Advisors, Inc. | Tulsa | — | — |
| Yesak, LLC | Stillwater | — | — |
| Bridgecreek Financial Group, LLC | Tulsa | — | — |
| Tao Private Wealth, LLC | Tulsa | — | — |