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Investment advisers in Oklahoma

85 SEC-registered advisers with a main office in Oklahoma, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Exchange Traded Concepts, LLCOklahoma City$22.95B—
Cavanal Hill Investment Management, Inc.Tulsa$15.23B—
Capital Advisors, Inc.Tulsa$7.43B—
Ce Investment Management, LLCOklahoma City$5.91B—
Caption Management, LLCOklahoma City$3.41B1
Knightsbridge Advisers LLCBartlesville$3.29B43
Argonaut Private Capital, LPTulsa$3.01B8
Warwick Investment Group, LLCOklahoma City$2.05B5
Tom Johnson Investment Management, LLCOklahoma City$1.63B—
Tulsa Wealth Advisors, Inc.Tulsa$1.54B—
Retirement Investment Advisors IncOklahoma City$1.49B—
Forge Financial Services, LLCEdmond$1.46B—
Gibraltar Capital Management, Inc.Tulsa$1.35B4
Prescott Group Capital Management L.L.C.Tulsa$1.3B3
Allegiant Wealth Advisors, LLCTulsa$1.17B—
Fourpath Capital Management, LLCOklahoma City$1.06B—
Bok Financial Securities, Inc.Tulsa$1.06B—
The Advisory Resource Group, LLCTulsa$926.6M—
Acorn Growth Companies, LCOklahoma City$893.2M3
Spur Capital Partners, LLCBartlesville$879.9M—
Warburton Capital Management, LLCTulsa$786.6M—
Cadent Capital Advisors, LLCTulsa$785.8M—
Ark & Tlk Investments, LLCOklahoma City$751.4M—
Plan Group Financial, Inc.Oklahoma City$690.3M—
Bridgecreek Financial Group, LLCTulsa$649.9M—
Vista Investment Partners LLCOklahoma City$610.6M—
Disciplined Investments, LLCTulsa$592.8M—
The Legacy Financial Group, Inc.Tulsa$590.7M—
Investrust Consulting, LLCOklahoma City$588.2M—
Everpar Advisors LLCTulsa$587.8M—
Scissortail Wealth Management, LLCTulsa$568.2M—
Melia Group LLCTulsa$560.1M—
Relation Wealth Management, Inc.Tulsa$541.2M—
Cowa, LLCTulsa$529.4M—
Pinnacle Holdings, LLCTulsa$508.3M3
Mitchell & Pahl Private Wealth, LLCOklahoma City$449.9M—
Access Financial Resources Inc.Oklahoma City$410.6M—
Burk Holdings LLCTulsa$379.9M—
Olistico Wealth, LLCTulsa$371.5M—
Gaddis Premier Wealth Advisors LLCDurant$368.5M—
Transcendent Capital Group LLCEdmond$360.7M—
The Stolper Company L.L.C.Tulsa$356.3M—
Jbr Co. Financial Management Inc.Ardmore$318.3M—
Bison Capital Group, LLCEdmond$306.2M31
Oath Planning, LLCTulsa$284.7M—
Sutterfield Financial Group, Inc.Bartlesville$274.4M—
Triton Financial Group, IncOklahoma City$258.7M—
Humphreys Capital, LLCOklahoma City$252.4M5
Windle Wealth, LLCOklahoma City$251M—
Lig Capital Management, LLCOklahoma City$250.4M—
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