RIA Intelligence

Investment Advisers in Oklahoma

157 registered firms

Sort by: AUM Name Employees Last Updated
CADENT CAPITAL ADVISORS, LLC
CRD #169704 TULSA, OK
SEC Disclosures
AUM
$651M
Employees
15
ARK & TLK INVESTMENTS, LLC
CRD #205512 OKLAHOMA CITY, OK
SEC
AUM
$605M
Employees
10
PHILLIPS CAPITAL ADVISORS, INC.
CRD #115758 OKLAHOMA CITY, OK
SEC
AUM
$588.6M
Employees
17
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD #297761 TULSA, OK
SEC
AUM
$587.5M
Employees
10
INVESTRUST CONSULTING, LLC
CRD #108037 OKLAHOMA CITY, OK
SEC
AUM
$544.1M
Employees
10
PLAN GROUP FINANCIAL, INC.
CRD #116508 OKLAHOMA CITY, OK
SEC
AUM
$541.4M
Employees
27
VISTA INVESTMENT PARTNERS LLC
CRD #286014 OKLAHOMA CITY, OK
SEC
AUM
$541M
Employees
9
THE LEGACY FINANCIAL GROUP, INC.
CRD #135059 TULSA, OK
SEC
AUM
$513.6M
Employees
9
MELIA WEALTH LLC
CRD #145402 TULSA, OK
SEC
AUM
$509.5M
Employees
7
CLOUD, NEFF MANAGEMENT, LLC
CRD #108032 TULSA, OK
SEC
AUM
$500M
Employees
10
DISCIPLINED INVESTMENTS, LLC
CRD #129696 TULSA, OK
SEC
AUM
$496.8M
Employees
11
EVERPAR ADVISORS LLC
CRD #326468 TULSA, OK
SEC
AUM
$488.5M
Employees
8
PINNACLE HOLDINGS, LLC
CRD #108086 TULSA, OK
SEC Private Funds
AUM
$455.2M
Employees
8
COWA, LLC
CRD #297180 TULSA, OK
SEC
AUM
$435.2M
Employees
6
RELATION WEALTH MANAGEMENT, INC.
CRD #329961 TULSA, OK
SEC
AUM
$417.9M
Employees
10
ALIGN WEALTH MANAGEMENT, LLC
CRD #131482 OKLAHOMA CITY, OK
SEC
AUM
$415.4M
Employees
5
MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD #307625 OKLAHOMA CITY, OK
SEC
AUM
$406M
Employees
4
ACCESS FINANCIAL RESOURCES INC.
CRD #109495 OKLAHOMA CITY, OK
SEC Disclosures
AUM
$355M
Employees
9
OLISTICO WEALTH, LLC
CRD #315028 TULSA, OK
SEC
AUM
$325.8M
Employees
4
JBR CO. FINANCIAL MANAGEMENT INC.
CRD #117600 ARDMORE, OK
SEC
AUM
$314.6M
Employees
6
GADDIS PREMIER WEALTH ADVISORS LLC
CRD #317837 DURANT, OK
SEC
AUM
$314M
Employees
16
TRANSCENDENT CAPITAL GROUP LLC
CRD #316872 EDMOND, OK
SEC
AUM
$312.1M
Employees
10
THE STOLPER COMPANY L.L.C.
CRD #132962 TULSA, OK
SEC
AUM
$307.4M
Employees
4
TRITON FINANCIAL GROUP, INC
CRD #309294 OKLAHOMA CITY, OK
SEC
AUM
$293M
Employees
5
BISON CAPITAL GROUP, LLC
CRD #315170 EDMOND, OK
SEC Private Funds
AUM
$292.8M
Employees
5