Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
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 |
VISTA INVESTMENT PARTNERS LLC 5601 North Classen Boulevard,
Suite 101 Oklahoma City, OK 73118 |
286014 |
$771,540,297 |
2720 |
A percentage of AUM Fixed 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 |
REUTER JAMES WEALTH MANAGEMENT, LLC 5025 Gaillardia Corporate Pl,
Suite C2 Oklahoma City, OK 73142 |
313573 |
$450,977,173 |
1239 |
A percentage of AUM Hourly charges Fixed fees |
ALIGN WEALTH MANAGEMENT, LLC 13921 Quail Pointe Drive,
Oklahoma City, OK 73134 |
131482 |
$430,350,000 |
948 |
A percentage of AUM Fixed fees |
CASTLEPOINT WEALTH ADVISORS 9112 N. Kelley Avenue,
Suite B-2 Oklahoma City, OK 73131 |
205512 |
$382,790,814 |
223 |
A percentage of AUM Fixed fees |
MITCHELL & PAHL PRIVATE WEALTH 1001 Nw 71st Street,
Suite 4 Oklahoma City, OK 73116 |
307625 |
$349,642,094 |
890 |
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) |
ACCESS FINANCIAL RESOURCES INC. 3621 Nw 63rd Street,
Suite A-1 Oklahoma City, OK 73116 |
109495 |
$289,353,931 |
2163 |
A percentage of AUM Hourly charges Fixed fees |
CAPSTONE TRITON FINANCIAL GROUP LLC 14614 Bogert Parkway,
Oklahoma City, OK 73134 |
309294 |
$274,853,195 |
936 |
A percentage of AUM Hourly charges Fixed fees |
PLAN GROUP FINANCIAL, INC. 6 Ne 63rd Street,
Suite 240 Oklahoma City, OK 73105 |
116508 |
$244,243,310 |
2190 |
A percentage of AUM |
ASSET MANAGEMENT ADVISORS, LLC 6307 Waterford Blvd.,
Suite 200 Oklahoma City, OK 73118-1117 |
111309 |
$183,684,314 |
239 |
A percentage of AUM |
COMPREHENSIVE FINANCIAL PLANNING INC 2919 United Founders Blvd.,
Oklahoma City, OK 73112 |
109822 |
$171,654,780 |
338 |
A percentage of AUM Hourly charges |
WINDLE WEALTH 5740 Nw 132nd St.,
Oklahoma City, OK 73142 |
285653 |
$133,262,616 |
580 |
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 |