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Find The Best Financial Advisors in Oklahoma

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Alabama 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 in Oklahoma
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Oklahoma, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Oklahoma, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Oklahoma have an average of 14 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Oklahoma

Thomas "Casey" Loper

Cornerstone Wealth Management

918-779-7338

Address

2738 E 51st St Suite 200,
Tulsa, OK 74105 See Details

Charles Rapp

Edelman Financial Engines, LLC

405-607-7781

Address

1601 Northwest Expressway, Suite 1525,
Oklahoma City, OK 73118 See Details

Top Financial Advisor Firms in Oklahoma (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	110774	$9,643,156,437	2223	A Percentage of AUM
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	151197	$5,687,316,000	61	A Percentage of AUM, Fixed Fees
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	299786	$5,373,195,683	5	A Percentage of AUM
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	104643	$4,258,161,897	2625	A Percentage of AUM, Hourly charges, Fixed Fees
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue, Oklahoma City, OK, 73131	130475	$3,769,638,990	4629	A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING ARRANGEMENT)
KNIGHTSBRIDGE ADVISERS LLC 122 Sw Frank Phillips Boulevard, Bartlesville, OK, 74003	111043	$2,969,019,147	22	A Percentage of AUM, Fixed Fees, Performance Based
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	283878	$2,852,439,064	8	A Percentage of AUM, Performance Based
WARWICK INVESTMENT GROUP, LLC 2802 West Country Club Drive, Oklahoma City, OK, 73116-4221	226670	$1,694,357,793	4	A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF CERTAIN OPERATING EXPENSES)
TOM JOHNSON INVESTMENT MANAGEMENT, LLC 201 Robert S. Kerr, Suite 510, Oklahoma City, OK, 73102-4202	104511	$1,519,426,903	5573	A Percentage of AUM, Hourly charges, Fixed Fees
FULL SAIL CAPITAL, LLC 124 N.W. 10th St, Oklahoma City, OK, 73103	291368	$1,476,786,387	1413	A Percentage of AUM
CAPTION MANAGEMENT, LLC 499 W Sheridan Avenue, Suite 2250 Oklahoma City, OK, 73102	173841	$1,151,045,152	5	A Percentage of AUM, Performance Based
SPUR CAPITAL PARTNERS 2370 Nowata Place, Bartlesville, OK, 74006	115959	$1,111,107,399	8	A Percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS)
RETIREMENT INVESTMENT ADVISORS INC 2925 United Founders Blvd, Oklahoma City, OK, 73112	106316	$929,851,235	1324	A Percentage of AUM, Hourly charges, Fixed Fees
SHAW FINANCIAL SERVICES 2901 South Bryant Avenue, Edmond, OK, 73013	306480	$854,028,314	5789	A Percentage of AUM
BRIDGECREEK INVESTMENT MANAGEMENT, LLC 4521 East 91st Street, Suite 300, Tulsa, OK, 74137	132519	$800,000,000	60	A Percentage of AUM

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?

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Oklahoma

How To Find The Best Financial Advisors in OklahomaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Oklahoma

Thomas "Casey" Loper

Cornerstone Wealth Management

Address

Charles Rapp

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Oklahoma (Ranked by AUM)

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

Frequently Asked Questions

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How To Find The Best Financial Advisors in Oklahoma
Last Updated - 13-Jun-2023

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