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Find The Best Financial Advisors in Oklahoma City, Oklahoma
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!
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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 2 vetted financial advisors and 32 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
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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 | $10,174,416,057 | 84 | A percentage of AUM, Fixed fees |
| CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114 | 299786 | $6,272,435,135 | 6 | A percentage of AUM |
| EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue, Oklahoma City, OK, 73131 | 130475 | $5,015,687,471 | 10586 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ARRANGEMENT) |
| FULL SAIL CAPITAL, LLC 124 N.W. 10th St, Oklahoma City, OK, 73103 | 291368 | $1,831,472,226 | 1609 | A percentage of AUM |
| CAPTION MANAGEMENT, LLC 499 W Sheridan Avenue, Suite 2250 Oklahoma City, OK, 73102 | 173841 | $1,706,753,895 | 5 | A percentage of AUM, Performance Based |
| WARWICK INVESTMENT GROUP, LLC 944 W Wilshire Blvd, Oklahoma City, OK, 73116-4221 | 226670 | $1,645,926,208 | 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 | $1,505,567,003 | 5627 | A percentage of AUM, Hourly charges, Fixed fees |
| RETIREMENT INVESTMENT ADVISORS INC 2925 United Founders Blvd, Oklahoma City, OK, 73112 | 106316 | $1,109,660,853 | 1335 | A percentage of AUM, Hourly charges, Fixed fees |
| FOURPATH CAPITAL MANAGEMENT, LLC 4727 Gaillardia Parkway, Suite 120 Oklahoma City, OK, 73142 | 313573 | $931,104,788 | 2197 | A percentage of AUM, Hourly charges, Fixed fees |
| CASTLEPOINT WEALTH ADVISORS 7308 N. Classen Blvd., Oklahoma City, OK, 73116 | 205512 | $605,040,407 | 1009 | A percentage of AUM, Hourly charges, Fixed fees |
| ACORN CAPITAL MANAGEMENT 621 N. Robinson Avenue, Suite 550 Oklahoma City, OK, 73102 | 164499 | $574,127,168 | 9 | A percentage of AUM, Performance Based, Other (EBITDA FEE) |
| INVESTRUST CONSULTING, LLC 5100 N Classen Boulevard, Suite 620 Oklahoma City, OK, 73118 | 108037 | $562,737,100 | 11 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING) |
| VISTA INVESTMENT PARTNERS LLC 5601 North Classen Boulevard, Suite 101 Oklahoma City, OK, 73118 | 286014 | $541,021,596 | 1601 | A percentage of AUM, Fixed fees |
| MITCHELL & PAHL PRIVATE WEALTH 1001 Nw 71st Street, Suite 4 Oklahoma City, OK, 73116 | 307625 | $354,445,250 | 900 | A percentage of AUM, Hourly charges, Fixed fees |
| PLAN GROUP FINANCIAL, INC. 101 N.E. 82nd Street, Suite 200 Oklahoma City, OK, 73114 | 116508 | $346,931,792 | 2568 | A percentage of AUM, Fixed fees |
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