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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 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 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

advisor-photo

Thomas "Casey" Loper

Cornerstone Wealth Management

2738 E 51st St Suite 200

Tulsa, OK 74105

918-779-7338

Top Financial Advisor Firms in Oklahoma (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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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