Investment advisers in Oklahoma
85 SEC-registered advisers with a main office in Oklahoma, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Corporate Consulting Group, Inc. | Tulsa | $240.8M | — |
| Jm2 Capital Inc. | Edmond | $238.4M | — |
| Sustainable Advisors Alliance LLC | Tulsa | $234.8M | — |
| Adaptation Financial Advisors Inc. | Oklahoma City | $233.6M | — |
| Drawbridge Capital, LLC | Tulsa | $224.6M | — |
| Asset Management Advisors, LLC | Oklahoma City | $221.3M | — |
| Hughes Warren, Inc. | Edmond | $220.5M | — |
| Streeter Moore & Stipe LLC | Tulsa | $219.1M | — |
| McGuire Capital Advisors, Inc. | Bethany | $202.4M | — |
| J M Brown & Associates, Inc. | Tulsa | $202.1M | — |
| Redstone Wealth Management, LLC | Oklahoma City | $187.7M | — |
| Summit Wealth Group, LLC | Tulsa | $182.5M | — |
| Comprehensive Financial Planning Inc | Oklahoma City | $176M | — |
| Meliora Capital, LLC | Tulsa | $174.8M | — |
| Sageoak Financial, LLC | Tulsa | $174.8M | — |
| Servo Wealth Management LLC | Oklahoma City | $173.8M | — |
| R.j. Cloud Advisors & Company | Bixby | $171.3M | — |
| G. Dewayne McAnally, LLC | Oklahoma City | $170.1M | — |
| Perissos Private Wealth Management, LLC | Bethany | $167.1M | — |
| Archambo Financial Advisors, Inc. | Bartlesville | $163.1M | — |
| F.i.g. Financial Advisory Services, Inc. | Oklahoma City | $162.4M | — |
| Xxec Inc | Tulsa | $137.5M | — |
| Revo Financial, LLC | Bartlesville | $135.4M | — |
| Longbow Asset Management | Tulsa | $134.4M | — |
| Epic Wealth Management, LLC | Oklahoma City | $120.8M | — |
| 10elms LLP | Tulsa | $120.6M | — |
| Compass Capital Management, LLC | McAlester | $119M | — |
| Chappelwood Financial Services Corp. | Edmond | $113.1M | — |
| L&s Private Wealth, LLC | Oklahoma City | $108.5M | — |
| Tao Private Wealth, LLC | Tulsa | $104.2M | — |
| Seraph Capital Associates, LLC | Bartlesville | $90.3M | 5 |
| Even Herd LLC | Oklahoma City | $55.9M | — |
| Native American Fund Advisors LLC | Tulsa | $38.9M | — |
| Oak Creek Private Wealth Management LLC | Tulsa | $4.3M | — |
| Spur Capital Partners, LLC | Bartlesville | — | — |