RIA Intelligence

Investment Advisers in Oklahoma

157 registered firms

Sort by: AUM Name Employees Last Updated
ACCESS CAPITAL MANAGEMENT, LLC
CRD #153558 BETHANY, OK
SEC
AUM
$3.4M
Employees
3
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD #306851 TULSA, OK
SEC
AUM
$6M
Employees
1
OBSIDEO CAPITAL MANAGEMENT, LLC
CRD #154104 TULSA, OK
SEC
AUM
$6M
Employees
5
MERIT ADVISORS, INC.
CRD #113999 OKLAHOMA CITY, OK
SEC
AUM
$9.4M
Employees
5
AVONDALE INVESTMENTS, LLC
CRD #119760 OKLAHOMA CITY, OK
SEC
AUM
$11.1M
Employees
1
LOMBARD SMITH INVESTMENTS INC
CRD #105998 OKLAHOMA CITY, OK
SEC
AUM
$12.3M
Employees
5
SUMMIT INVESTMENT GROUP, LLC
CRD #142452 TULSA, OK
SEC
AUM
$22.8M
Employees
1
UTICA CAPITAL ADVISERS, INC.
CRD #114841 TULSA, OK
SEC
AUM
$25M
Employees
1
SOUTHMARK OF TULSA, INC.
CRD #118670 TULSA, OK
SEC
AUM
$27.1M
Employees
10
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
CRD #151669 OKLAHOMA CITY, OK
SEC
AUM
$30.4M
Employees
5
PENTECOST CAPITAL MANAGEMENT INC
CRD #106078 TULSA, OK
SEC
AUM
$31.2M
Employees
10
WEALTH ADVISORS, L.L.C.
CRD #131248 TULSA, OK
SEC
AUM
$31.7M
Employees
1
ARCHON ADVISORY CORP
CRD #105236 TULSA, OK
SEC
AUM
$31.8M
Employees
10
WARD WEALTH MANAGEMENT SERVICES, INC.
CRD #117810 STILLWATER, OK
SEC
AUM
$32.8M
Employees
1
COATES CARL VICTOR
CRD #108144 PONCA CITY, OK
SEC
AUM
$32.9M
Employees
1
COMBEST FINANCIAL SERVICES, INC.
CRD #135326 DUNCAN, OK
SEC
AUM
$36.5M
Employees
5
NATIVE AMERICAN FUND ADVISORS LLC
CRD #108149 TULSA, OK
SEC
AUM
$36.7M
Employees
7
THE BAKER GROUP, LP
CRD #7888 OKLAHOMA CITY, OK
SEC
AUM
$40.2M
Employees
--
FIRST STATE INVESTMENT ADVISORS INC
CRD #104788 TULSA, OK
SEC
AUM
$42.9M
Employees
1
SOUTHWEST FINANCIAL SERVICES, LLC
CRD #132560 TULSA, OK
SEC
AUM
$49.2M
Employees
1
WOMACK INVESTMENT ADVISERS, INC
CRD #118081 EDMOND, OK
SEC
AUM
$49.6M
Employees
6
MARK I ASSET MANAGEMENT, LTD
CRD #104563 OKLAHOMA CITY, OK
SEC
AUM
$51.2M
Employees
1
EVEN HERD LLC
CRD #329728 OKLAHOMA CITY, OK
SEC
AUM
$52.5M
Employees
1
INSTITUTIONAL EQUITY ASSOCIATES, LLC
CRD #148602 OKLAHOMA CITY, OK
SEC
AUM
$52.7M
Employees
5
WILSHIRE-PENNINGTON GROUP, INC.
CRD #127465 OKLAHOMA CITY, OK
SEC
AUM
$53.6M
Employees
1