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 |