RIA Intelligence

Investment Advisers in Oklahoma

157 registered firms

Sort by: AUM Name Employees Last Updated
SERVO WEALTH MANAGEMENT LLC
CRD #159367 OKLAHOMA CITY, OK
SEC
AUM
$149M
Employees
1
MELIORA CAPITAL, LLC
CRD #172367 TULSA, OK
SEC
AUM
$149.2M
Employees
3
SUMMIT WEALTH GROUP, LLC
CRD #166118 TULSA, OK
SEC
AUM
$150M
Employees
8
XXEC INC
CRD #108886 TULSA, OK
SEC
AUM
$150.4M
Employees
5
R.J. CLOUD ADVISORS & COMPANY
CRD #289371 BIXBY, OK
SEC
AUM
$150.7M
Employees
3
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
CRD #105506 OKLAHOMA CITY, OK
SEC
AUM
$151.8M
Employees
3
G. DEWAYNE MCANALLY, LLC
CRD #118511 OKLAHOMA CITY, OK
SEC Disclosures
AUM
$152M
Employees
6
REDSTONE WEALTH MANAGEMENT, LLC
CRD #311525 OKLAHOMA CITY, OK
SEC
AUM
$153.8M
Employees
10
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD #129927 BARTLESVILLE, OK
SEC
AUM
$157.2M
Employees
5
J M BROWN & ASSOCIATES, INC.
CRD #118427 TULSA, OK
SEC
AUM
$158M
Employees
8
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD #217514 BETHANY, OK
SEC
AUM
$164.9M
Employees
3
CORPORATE CONSULTING GROUP, INC.
CRD #123761 TULSA, OK
SEC
AUM
$167.1M
Employees
2
AMERICAN FIDELITY ASSURANCE CO
CRD #106080 OKLAHOMA CITY, OK
SEC
AUM
$170.3M
Employees
1,500
CAPSTONE FINANCIAL GROUP, INC
CRD #299819 OKLAHOMA CITY, OK
SEC Disclosures
AUM
$180.3M
Employees
4
BURNETT FINANCIAL GROUP, INC.
CRD #167814 EDMOND, OK
SEC
AUM
$182.4M
Employees
4
COMPREHENSIVE FINANCIAL PLANNING INC
CRD #109822 OKLAHOMA CITY, OK
SEC
AUM
$182.5M
Employees
3
MILLER PRIVATE WEALTH LLC
CRD #304853 OKLAHOMA CITY, OK
SEC
AUM
$182.9M
Employees
3
HUGHES WARREN, INC.
CRD #145570 EDMOND, OK
SEC
AUM
$185.4M
Employees
6
JM2 CAPITAL INC.
CRD #292351 EDMOND, OK
SEC
AUM
$186.4M
Employees
8
KHP CAPITAL LLC
CRD #281169 TULSA, OK
SEC
AUM
$187.5M
Employees
8
DRAWBRIDGE CAPITAL, LLC
CRD #128636 TULSA, OK
SEC Disclosures
AUM
$189.9M
Employees
12
STREETER MOORE & STIPE LLC
CRD #118588 TULSA, OK
SEC
AUM
$193.5M
Employees
5
LIG CAPITAL MANAGEMENT, LLC
CRD #130489 OKLAHOMA CITY, OK
SEC
AUM
$196.8M
Employees
4
ASSET MANAGEMENT ADVISORS, LLC
CRD #111309 OKLAHOMA CITY, OK
SEC
AUM
$197.7M
Employees
2
OATH PLANNING, LLC
CRD #299187 TULSA, OK
SEC
AUM
$200.6M
Employees
6