Find The Best Financial Advisors in Oklahoma City, 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Oklahoma City is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Oklahoma City & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Oklahoma City, Oklahoma, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and non-vetted financial advisors in Oklahoma City, Oklahoma, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Oklahoma City, Oklahoma have an average of 0 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 City, Oklahoma

Top Financial Advisor Firms in Oklahoma City, Oklahoma (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
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
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)
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
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
VISTA INVESTMENT PARTNERS LLC 5601 North Classen Boulevard, Suite 101 Oklahoma City, OK, 73118	286014	$728,089,179	2648	A Percentage of AUM, Fixed Fees
INVESTRUST CONSULTING, LLC 5100 N Classen Boulevard, Suite 600 Oklahoma City, OK, 73118	108037	$522,558,270	11	A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING)
PHILLIPS CAPITAL ADVISORS, INC. 3401 Nw 63rd St. Ste 500, Oklahoma City, OK, 73116	115758	$514,657,338	646	A Percentage of AUM, Hourly charges, Fixed Fees
ACORN GROWTH COMPANIES, LLC 621 N. Robinson Avenue, Suite 550 Oklahoma City, OK, 73102	164499	$496,782,115	10	A Percentage of AUM, Performance Based, Other (EBITDA FEE)
REUTER JAMES WEALTH MANAGEMENT, LLC 5025 Gaillardia Corporate Pl, Suite C2 Oklahoma City, OK, 73142	313573	$445,030,764	1384	A Percentage of AUM, Hourly charges, Fixed Fees
ALIGN WEALTH MANAGEMENT, LLC 13921 Quail Pointe Drive, Oklahoma City, OK, 73134	131482	$415,407,000	991	A Percentage of AUM, Fixed Fees
CASTLEPOINT WEALTH ADVISORS 7308 N. Classen Blvd., Oklahoma City, OK, 73116	205512	$326,698,065	227	A Percentage of AUM, Hourly charges

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

Financial Advisors in Tulsa, Oklahoma

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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