Investment adviser firms in OKLAHOMA CITY, Oklahoma
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
29 firms · Source months shown: August 2026
- ACCESS FINANCIAL RESOURCES INC.CRD 109495 · OKLAHOMA CITY, OK$410,602,883.00Regulatory AUM · August 2026
- ACORN GROWTH COMPANIES, LCCRD 164499 · OKLAHOMA CITY, OK$893,183,647.00Regulatory AUM · August 2026
- ADAPTATION FINANCIAL ADVISORS INC.CRD 309192 · OKLAHOMA CITY, OK$233,603,057.00Regulatory AUM · August 2026
- ARK & TLK INVESTMENTS, LLCCRD 205512 · OKLAHOMA CITY, OK$751,448,285.00Regulatory AUM · August 2026
- ASSET MANAGEMENT ADVISORS, LLCCRD 111309 · OKLAHOMA CITY, OK$221,273,854.00Regulatory AUM · August 2026
- BISON CAPITAL ADVISORS, LLCCRD 306471 · OKLAHOMA CITY, OK$250,000,000.00Regulatory AUM · August 2026
- CAPTION MANAGEMENT, LLCCRD 173841 · OKLAHOMA CITY, OK$3,407,703,418.00Regulatory AUM · August 2026
- CE INVESTMENT MANAGEMENT, LLCCRD 299786 · OKLAHOMA CITY, OK$5,907,573,125.00Regulatory AUM · August 2026
- COMPREHENSIVE FINANCIAL PLANNING INCCRD 109822 · OKLAHOMA CITY, OK$175,954,952.00Regulatory AUM · August 2026
- EPIC WEALTH MANAGEMENT, LLCCRD 297643 · OKLAHOMA CITY, OK$120,808,791.00Regulatory AUM · August 2026
- EVEN HERD LLCCRD 329728 · OKLAHOMA CITY, OK$55,855,516.00Regulatory AUM · August 2026
- EXCHANGE TRADED CONCEPTS, LLCCRD 151197 · OKLAHOMA CITY, OK$22,952,324,758.00Regulatory AUM · August 2026
- F.I.G. FINANCIAL ADVISORY SERVICES, INC.CRD 105506 · OKLAHOMA CITY, OK$162,392,624.00Regulatory AUM · August 2026
- FOURPATH CAPITAL MANAGEMENT, LLCCRD 313573 · OKLAHOMA CITY, OK$1,058,662,371.00Regulatory AUM · August 2026
- G. DEWAYNE MCANALLY, LLCCRD 118511 · OKLAHOMA CITY, OK$170,109,509.00Regulatory AUM · August 2026
- HUMPHREYS CAPITAL, LLCCRD 309323 · OKLAHOMA CITY, OK$252,426,274.00Regulatory AUM · August 2026
- INVESTRUST CONSULTING, LLCCRD 108037 · OKLAHOMA CITY, OK$588,198,253.00Regulatory AUM · August 2026
- L&S PRIVATE WEALTH, LLCCRD 339946 · OKLAHOMA CITY, OK$108,501,056.00Regulatory AUM · August 2026
- LIG CAPITAL MANAGEMENT, LLCCRD 130489 · OKLAHOMA CITY, OK$250,406,715.00Regulatory AUM · August 2026
- MITCHELL & PAHL PRIVATE WEALTH, LLCCRD 307625 · OKLAHOMA CITY, OK$449,942,478.00Regulatory AUM · August 2026
- PLAN GROUP FINANCIAL, INC.CRD 116508 · OKLAHOMA CITY, OK$690,303,586.00Regulatory AUM · August 2026
- REDSTONE WEALTH MANAGEMENT, LLCCRD 311525 · OKLAHOMA CITY, OK$187,700,203.00Regulatory AUM · August 2026
- RETIREMENT INVESTMENT ADVISORS INCCRD 106316 · OKLAHOMA CITY, OK$1,489,750,468.00Regulatory AUM · August 2026
- SERVO WEALTH MANAGEMENT LLCCRD 159367 · OKLAHOMA CITY, OK$173,757,091.00Regulatory AUM · August 2026
- TOM JOHNSON INVESTMENT MANAGEMENT, LLCCRD 104511 · OKLAHOMA CITY, OK$1,632,586,982.00Regulatory AUM · August 2026
- TRITON FINANCIAL GROUP, INCCRD 309294 · OKLAHOMA CITY, OK$258,729,081.00Regulatory AUM · August 2026
- VISTA INVESTMENT PARTNERS LLCCRD 286014 · OKLAHOMA CITY, OK$610,582,257.00Regulatory AUM · August 2026
- WARWICK INVESTMENT GROUP, LLCCRD 226670 · OKLAHOMA CITY, OK$2,050,487,383.00Regulatory AUM · August 2026
- WINDLE WEALTH, LLCCRD 285653 · OKLAHOMA CITY, OK$251,046,200.00Regulatory AUM · August 2026