Investment adviser firms in Oklahoma
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
86 firms · Source months shown: July 2026 and August 2026
- 10ELMS LLPCRD 323398 · TULSA, OK$120,572,068.00Regulatory AUM · 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
- ALLEGIANT WEALTH ADVISORS, LLCCRD 330239 · TULSA, OK$1,168,282,243.00Regulatory AUM · August 2026
- ARCHAMBO FINANCIAL ADVISORS, INC.CRD 129927 · BARTLESVILLE, OK$163,077,864.00Regulatory AUM · August 2026
- ARGONAUT PRIVATE CAPITAL, LPCRD 283878 · TULSA, OK$3,007,976,621.00Regulatory 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
- BISON CAPITAL GROUP, LLCCRD 315170 · EDMOND, OK$306,169,426.00Regulatory AUM · August 2026
- BOK FINANCIAL SECURITIES, INC.CRD 17530 · TULSA, OK$1,058,021,768.00Regulatory AUM · August 2026
- BRIDGECREEK FINANCIAL GROUP, LLCCRD 340683 · TULSA, OK$649,946,000.00Regulatory AUM · August 2026
- BURK HOLDINGS LLCCRD 305300 · TULSA, OK$379,869,603.00Regulatory AUM · August 2026
- CADENT CAPITAL ADVISORS, LLCCRD 169704 · TULSA, OK$785,808,110.00Regulatory AUM · August 2026
- CAPITAL ADVISORS, INC.CRD 104643 · TULSA, OK$7,428,393,494.00Regulatory AUM · August 2026
- CAPTION MANAGEMENT, LLCCRD 173841 · OKLAHOMA CITY, OK$3,407,703,418.00Regulatory AUM · August 2026
- CAVANAL HILL INVESTMENT MANAGEMENT, INC.CRD 110774 · TULSA, OK$15,233,547,787.00Regulatory AUM · August 2026
- CE INVESTMENT MANAGEMENT, LLCCRD 299786 · OKLAHOMA CITY, OK$5,907,573,125.00Regulatory AUM · August 2026
- CHAPPELWOOD FINANCIAL SERVICES CORP.CRD 134318 · EDMOND, OK$113,083,313.00Regulatory AUM · August 2026
- COMPASS CAPITAL MANAGEMENT, LLCCRD 150170 · MCALESTER, OK$118,999,578.00Regulatory AUM · August 2026
- COMPREHENSIVE FINANCIAL PLANNING INCCRD 109822 · OKLAHOMA CITY, OK$175,954,952.00Regulatory AUM · August 2026
- CORPORATE CONSULTING GROUP, INC.CRD 123761 · TULSA, OK$240,753,338.00Regulatory AUM · August 2026
- COWA, LLCCRD 297180 · TULSA, OK$529,365,864.00Regulatory AUM · August 2026
- DISCIPLINED INVESTMENTS, LLCCRD 129696 · TULSA, OK$592,795,599.00Regulatory AUM · August 2026
- DRAWBRIDGE CAPITAL, LLCCRD 128636 · TULSA, OK$224,592,580.00Regulatory 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
- EVERPAR ADVISORS LLCCRD 326468 · TULSA, OK$587,838,031.00Regulatory 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
- FORGE FINANCIAL SERVICES, LLCCRD 306480 · EDMOND, OK$1,457,365,476.00Regulatory 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
- GADDIS PREMIER WEALTH ADVISORS LLCCRD 317837 · DURANT, OK$368,546,461.00Regulatory AUM · August 2026
- GIBRALTAR CAPITAL MANAGEMENT, INC.CRD 122328 · TULSA, OK$1,348,981,020.00Regulatory AUM · August 2026
- HUGHES WARREN, INC.CRD 145570 · EDMOND, OK$220,544,521.00Regulatory 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
- J M BROWN & ASSOCIATES, INC.CRD 118427 · TULSA, OK$202,091,848.00Regulatory AUM · August 2026
- JBR CO. FINANCIAL MANAGEMENT INC.CRD 117600 · ARDMORE, OK$318,309,587.00Regulatory AUM · August 2026
- JM2 CAPITAL INC.CRD 292351 · EDMOND, OK$238,449,954.00Regulatory AUM · August 2026
- KNIGHTSBRIDGE ADVISERS LLCCRD 111043 · BARTLESVILLE, OK$3,288,456,835.00Regulatory 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
- LONGBOW ASSET MANAGEMENTCRD 126193 · TULSA, OK$134,423,519.00Regulatory AUM · August 2026
- MCGUIRE CAPITAL ADVISORS, INC.CRD 164549 · BETHANY, OK$202,424,203.00Regulatory AUM · August 2026
- MELIA GROUP LLCCRD 145402 · TULSA, OK$560,110,616.00Regulatory AUM · August 2026
- MELIORA CAPITAL, LLCCRD 172367 · TULSA, OK$174,816,740.00Regulatory AUM · August 2026
- MITCHELL & PAHL PRIVATE WEALTH, LLCCRD 307625 · OKLAHOMA CITY, OK$449,942,478.00Regulatory AUM · August 2026
- NATIVE AMERICAN FUND ADVISORS LLCCRD 108149 · TULSA, OK$38,895,472.00Regulatory AUM · August 2026
- OAK CREEK PRIVATE WEALTH MANAGEMENT LLCCRD 306851 · TULSA, OK$4,258,867.00Regulatory AUM · August 2026
- OATH PLANNING, LLCCRD 299187 · TULSA, OK$284,681,416.00Regulatory AUM · August 2026
- OLISTICO WEALTH, LLCCRD 315028 · TULSA, OK$371,509,330.00Regulatory AUM · August 2026
- PERISSOS PRIVATE WEALTH MANAGEMENT, LLCCRD 217514 · BETHANY, OK$167,076,989.00Regulatory AUM · August 2026
- PINNACLE HOLDINGS, LLCCRD 108086 · TULSA, OK$508,333,424.00Regulatory AUM · August 2026
- PLAN GROUP FINANCIAL, INC.CRD 116508 · OKLAHOMA CITY, OK$690,303,586.00Regulatory AUM · August 2026
- PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.CRD 115220 · TULSA, OK$1,298,388,038.00Regulatory AUM · August 2026
- R.J. CLOUD ADVISORS & COMPANYCRD 289371 · BIXBY, OK$171,286,108.00Regulatory AUM · August 2026
- REDSTONE WEALTH MANAGEMENT, LLCCRD 311525 · OKLAHOMA CITY, OK$187,700,203.00Regulatory AUM · August 2026
- RELATION WEALTH MANAGEMENT, INC.CRD 329961 · TULSA, OK$541,213,086.00Regulatory AUM · August 2026
- RETIREMENT INVESTMENT ADVISORS INCCRD 106316 · OKLAHOMA CITY, OK$1,489,750,468.00Regulatory AUM · August 2026
- REVO FINANCIAL, LLCCRD 172646 · BARTLESVILLE, OK$135,435,068.00Regulatory AUM · August 2026
- SAGEOAK FINANCIAL, LLCCRD 166927 · TULSA, OK$174,816,282.00Regulatory AUM · August 2026
- SCISSORTAIL WEALTH MANAGEMENT, LLCCRD 297761 · TULSA, OK$568,186,776.00Regulatory AUM · August 2026
- SERAPH CAPITAL ASSOCIATES, LLCCRD 165754 · BARTLESVILLE, OK$90,287,578.00Regulatory AUM · August 2026
- SERVO WEALTH MANAGEMENT LLCCRD 159367 · OKLAHOMA CITY, OK$173,757,091.00Regulatory AUM · August 2026
- SPUR CAPITAL PARTNERS, LLCCRD 115959 · BARTLESVILLE, OK$879,888,074.00Regulatory AUM · July 2026
- STREETER MOORE & STIPE LLCCRD 118588 · TULSA, OK$219,130,877.00Regulatory AUM · August 2026
- SUMMIT WEALTH GROUP, LLCCRD 166118 · TULSA, OK$182,490,922.00Regulatory AUM · August 2026
- SUSTAINABLE ADVISORS ALLIANCE LLCCRD 312061 · TULSA, OK$234,841,969.00Regulatory AUM · August 2026
- SUTTERFIELD FINANCIAL GROUP, INC.CRD 115652 · BARTLESVILLE, OK$274,397,181.00Regulatory AUM · August 2026
- TAO PRIVATE WEALTH, LLCCRD 340979 · TULSA, OKNot availableRegulatory AUM · August 2026
- THE ADVISORY RESOURCE GROUP, LLCCRD 290110 · TULSA, OK$926,569,671.00Regulatory AUM · August 2026
- THE LEGACY FINANCIAL GROUP, INC.CRD 135059 · TULSA, OK$590,734,523.00Regulatory AUM · August 2026
- THE STOLPER COMPANY L.L.C.CRD 132962 · TULSA, OK$356,289,476.00Regulatory AUM · August 2026
- TOM JOHNSON INVESTMENT MANAGEMENT, LLCCRD 104511 · OKLAHOMA CITY, OK$1,632,586,982.00Regulatory AUM · August 2026
- TRANSCENDENT CAPITAL GROUP LLCCRD 316872 · EDMOND, OK$360,737,340.00Regulatory AUM · August 2026
- TRITON FINANCIAL GROUP, INCCRD 309294 · OKLAHOMA CITY, OK$258,729,081.00Regulatory AUM · August 2026
- TULSA WEALTH ADVISORS, INC.CRD 337956 · TULSA, OK$1,536,077,168.00Regulatory AUM · August 2026
- VISTA INVESTMENT PARTNERS LLCCRD 286014 · OKLAHOMA CITY, OK$610,582,257.00Regulatory AUM · August 2026
- WALTON CREEK INVESTMENT ADVISORS LLCCRD 343176 · TULSA, OKNot availableRegulatory AUM · August 2026
- WARBURTON CAPITAL MANAGEMENT, LLCCRD 141969 · TULSA, OK$786,622,276.00Regulatory 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
- XXEC INCCRD 108886 · TULSA, OK$137,477,365.00Regulatory AUM · August 2026