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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!

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 - 24-Jan-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 1 vetted financial advisors and 102 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 20 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

advisor-photo

Lora Rolin

WilLo Financial Group

119 W Main St

Purcell, OK 73080

405-527-9711

Top Financial Advisor Firms in Oklahoma (Ranked by AUM)

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

Additional Financial Advisors in Oklahoma

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
405 Advisor Group
Inquire with 405
6305 Waterford Blvd, Suite 240 Oklahoma City, OK 73118 405-841-3998
Benchmark Financial Services, LLC.
Inquire with Benchmark
2932 NW 122nd, Suite 19 Oklahoma City, OK 73120 405-840-0028
Betty Parkerson
Inquire with Betty
6305 Waterford Blvd, Suite 240 Oklahoma City, OK 73118 580-319-4897
Kelly Thompson
Inquire with Kelly
5400 N Grand Blvd, Ste 410 Oklahoma City, OK 73112 405-942-3766
Stephen J Janzen
Inquire with Stephen
6420 N Santa Fe Ave, Ste A Oklahoma City, OK 73116 405-286-5111
Julie Marks
Inquire with Julie
9104 N Kelley Ave, Oklahoma City, OK 73131 405-286-4300
Drew Self
Inquire with Drew
3030 NW Expy, Ste 1400 Oklahoma City, OK 73112 405-605-0224
Williams, Self & Associates
Inquire with Williams,
3030 NW Expy, Ste 1400 Oklahoma City, OK 73112 405-605-0224
Kyle Louis Williams
Inquire with Kyle
3030 NW Expy, Ste 1400 Oklahoma City, OK 73112 405-605-0224
Morgan Stanley Financial Advisors
Inquire with Morgan
6305 Waterford Blvd, Suite 240 Oklahoma City, OK 73118 405-843-3326

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

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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