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Find The Best Financial Advisors in Oklahoma
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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 1 vetted financial advisors and 645 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 17 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
918-779-7338Top 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 | $10,119,597,584 | 2056 | A percentage of AUM |
| EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120 | 151197 | $8,619,465,000 | 55 | A percentage of AUM, Fixed fees |
| CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114 | 299786 | $6,458,808,312 | 5 | A percentage of AUM |
| CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114 | 104643 | $4,394,251,891 | 2834 | A percentage of AUM |
| EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue, Oklahoma City, OK, 73131 | 130475 | $4,360,545,533 | 4065 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ARRANGEMENT) |
| KNIGHTSBRIDGE ADVISERS LLC 122 Sw Frank Phillips Boulevard, Bartlesville, OK, 74003 | 111043 | $3,456,735,152 | 22 | A percentage of AUM, Fixed fees, Performance Based |
| ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136 | 283878 | $2,744,640,331 | 8 | A percentage of AUM, Performance Based |
| CAPTION MANAGEMENT, LLC 499 W Sheridan Avenue, Suite 2250 Oklahoma City, OK, 73102 | 173841 | $1,800,893,123 | 5 | A percentage of AUM, Performance Based |
| TOM JOHNSON INVESTMENT MANAGEMENT, LLC 201 Robert S. Kerr, Suite 510, Oklahoma City, OK, 73102-4202 | 104511 | $1,795,478,023 | 5822 | A percentage of AUM, Hourly charges, Fixed fees |
| FULL SAIL CAPITAL, LLC 124 N.W. 10th St, Oklahoma City, OK, 73103 | 291368 | $1,691,645,631 | 1278 | A percentage of AUM |
| SPUR CAPITAL PARTNERS 2370 Nowata Place, Bartlesville, OK, 74006 | 115959 | $1,267,165,813 | 8 | A percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS) |
| WARWICK INVESTMENT GROUP, LLC 2802 West Country Club Drive, Oklahoma City, OK, 73116-4221 | 226670 | $1,201,197,982 | 3 | A percentage of AUM, Performance Based |
| RETIREMENT INVESTMENT ADVISORS INC 2925 United Founders Blvd, Oklahoma City, OK, 73112 | 106316 | $1,131,455,114 | 1349 | A percentage of AUM, Hourly charges, Fixed fees |
| BRIDGECREEK INVESTMENT MANAGEMENT, LLC 4521 East 91st Street, Suite 300, Tulsa, OK, 74137 | 132519 | $1,000,000,000 | 120 | A percentage of AUM |
| SHAW FINANCIAL SERVICES 2901 South Bryant Avenue, Edmond, OK, 73013 | 306480 | $966,073,438 | 4836 | A percentage of AUM |
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 |
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