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Find The Best Financial Advisors in Oklahoma

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Oklahoma involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Oklahoma

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Oklahoma that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Oklahoma. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Oklahoma

advisor-photo

Charles Rapp

Edelman Financial Engines, LLC

1601 Northwest Expressway
Suite 1525

Oklahoma City, OK 73118

405-607-7781

advisor-photo

Lora Rolin

WilLo Financial Group

119 W Main St

Purcell, OK 73080

405-527-9711

Top Financial Advisor Firms in Oklahoma (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
THE ADVISORY RESOURCE GROUP, LLC
4625 E. 91st Street, Tulsa, OK 74137
290110 $681,929,591 2256 A percentage of AUM
Hourly charges
CADENT CAPITAL ADVISORS, LLC
4525 East 91st Street, Tulsa, OK 74137
169704 $552,640,778 1198 A percentage of AUM
Hourly charges
Other (SELECTION OF OTHER ADVISERS FEES)
PHILLIPS CAPITAL ADVISORS, INC.
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
115758 $542,117,988 347 A percentage of AUM
Hourly charges
Fixed fees
ACORN GROWTH COMPANIES, LLC
621 N. Robinson Avenue, Suite 550 Oklahoma City, OK 73102
164499 $335,588,620 11 A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)
COUNCIL OAK WEALTH ADVISORS
8801 South Yale Avenue, Suite 420 Tulsa, OK 74137
297180 $323,510,182 710 A percentage of AUM
Hourly charges
Fixed fees
FMI
130 D Street Nw, Ardmore, OK 73401
117600 $230,000,000 1049 A percentage of AUM
Fixed fees
ASSET MANAGEMENT ADVISORS, LLC
6307 Waterford Blvd., Suite 200 Oklahoma City, OK 73118-1117
111309 $183,684,314 239 A percentage of AUM
FINANCIAL SOLUTIONS, INC.
320 South Boston, Suite 1130 Tulsa, OK 74103-4700
123760 $181,665,735 8 A percentage of AUM
Performance Based
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
2200 South Utica Place, Suite 430 Tulsa, OK 74114
108886 $177,613,699 164 A percentage of AUM
HUGHES WARREN, INC.
16350 Muirfield Place, Edmond, OK 73013
145570 $163,638,189 725 A percentage of AUM
Hourly charges
BIVIN & ASSOCIATES, INC.
412 S. 14th, Ponca City, OK 74601
111688 $129,003,852 478 A percentage of AUM
Hourly charges
G. DEWAYNE MCANALLY
5909 Nw Expressway, Suite 165 Oklahoma City, OK 73132
118511 $125,904,704 732 A percentage of AUM
Hourly charges
Fixed fees
JM2 CAPITAL INC.
16340 Muirfield Place, Edmond, OK 73013
292351 $122,785,796 124 A percentage of AUM
Hourly charges
NATIVE AMERICAN FUND ADVISORS LLC
233 South Detroit Avenue, Suite 100 Tulsa, OK 74120
108149 $53,017,122 3 A percentage of AUM
Hourly charges
CORPORATE CONSULTING GROUP, INC.
320 South Boston Avenue, Suite 1130 Tulsa, OK 74103-4700
123761 $0 0 Hourly charges
Fixed fees

Additional Financial Advisors in Oklahoma

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Asset & Investment Advisors
Inquire with Asset
210 Peters Street, Suite A Poteau, OK 74953 918-647-5700
Brandt Brock
Inquire with Brandt
5018 E 68th St, Fl 1 Tulsa, OK 74136 918-270-1999
Amy M. Million, AAMS
Inquire with Amy
505 Bonita Circle, Norman, OK 73072 405-397-4313
Brenda S, Jagels
Inquire with Brenda
2200 S Utica Place, Suite 300 Tulsa, OK 74114 918-746-4803
Bruce E Smith
Inquire with Bruce
701 SW Jennings Ave, Bartlesville, OK 74003 918-337-2772
Adam H Carson
Inquire with Adam
581 Merchant Dr, Norman, OK 73069 405-360-8836
Brian Bizjack
Inquire with Brian
2200 S Utica Place, Suite 300 Tulsa, OK 74114 918-744-4608
Brock and Associates
Inquire with Brock
5018 E 68th St, Fl 1 Tulsa, OK 74136 918-270-1999
Alexander Field
Inquire with Alexander
2200 S Utica Place, Suite 300 Tulsa, OK 74114 918-744-4659
405 Advisor Group
Inquire with 405
6305 Waterford Blvd, Suite 240 Oklahoma City, OK 73118 405-841-3998

Select other cities around Oklahoma to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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