RIA Intelligence

Investment Advisers in Oklahoma

157 registered firms

Sort by: AUM Name Employees Last Updated
BURK HOLDINGS LLC
CRD #305300 TULSA, OK
SEC
AUM
$255.1M
Employees
6
BISON CAPITAL ADVISORS, LLC
CRD #306471 OKLAHOMA CITY, OK
SEC
AUM
$250M
Employees
4
SUTTERFIELD FINANCIAL GROUP, INC.
CRD #115652 BARTLESVILLE, OK
SEC
AUM
$220.8M
Employees
24
ADAPTATION FINANCIAL ADVISORS INC.
CRD #309192 OKLAHOMA CITY, OK
SEC
AUM
$217.1M
Employees
4
HUMPHREYS CAPITAL, LLC
CRD #309323 OKLAHOMA CITY, OK
SEC Private Funds
AUM
$214.5M
Employees
22
WINDLE WEALTH, LLC
CRD #285653 OKLAHOMA CITY, OK
SEC
AUM
$207.8M
Employees
2
SUSTAINABLE ADVISORS ALLIANCE LLC
CRD #312061 TULSA, OK
SEC
AUM
$207M
Employees
8
OATH PLANNING, LLC
CRD #299187 TULSA, OK
SEC
AUM
$200.6M
Employees
6
ASSET MANAGEMENT ADVISORS, LLC
CRD #111309 OKLAHOMA CITY, OK
SEC
AUM
$197.7M
Employees
2
LIG CAPITAL MANAGEMENT, LLC
CRD #130489 OKLAHOMA CITY, OK
SEC
AUM
$196.8M
Employees
4
STREETER MOORE & STIPE LLC
CRD #118588 TULSA, OK
SEC
AUM
$193.5M
Employees
5
DRAWBRIDGE CAPITAL, LLC
CRD #128636 TULSA, OK
SEC Disclosures
AUM
$189.9M
Employees
12
KHP CAPITAL LLC
CRD #281169 TULSA, OK
SEC
AUM
$187.5M
Employees
8
JM2 CAPITAL INC.
CRD #292351 EDMOND, OK
SEC
AUM
$186.4M
Employees
8
HUGHES WARREN, INC.
CRD #145570 EDMOND, OK
SEC
AUM
$185.4M
Employees
6
MILLER PRIVATE WEALTH LLC
CRD #304853 OKLAHOMA CITY, OK
SEC
AUM
$182.9M
Employees
3
COMPREHENSIVE FINANCIAL PLANNING INC
CRD #109822 OKLAHOMA CITY, OK
SEC
AUM
$182.5M
Employees
3
BURNETT FINANCIAL GROUP, INC.
CRD #167814 EDMOND, OK
SEC
AUM
$182.4M
Employees
4
CAPSTONE FINANCIAL GROUP, INC
CRD #299819 OKLAHOMA CITY, OK
SEC Disclosures
AUM
$180.3M
Employees
4
AMERICAN FIDELITY ASSURANCE CO
CRD #106080 OKLAHOMA CITY, OK
SEC
AUM
$170.3M
Employees
1,500
CORPORATE CONSULTING GROUP, INC.
CRD #123761 TULSA, OK
SEC
AUM
$167.1M
Employees
2
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD #217514 BETHANY, OK
SEC
AUM
$164.9M
Employees
3
J M BROWN & ASSOCIATES, INC.
CRD #118427 TULSA, OK
SEC
AUM
$158M
Employees
8
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD #129927 BARTLESVILLE, OK
SEC
AUM
$157.2M
Employees
5
REDSTONE WEALTH MANAGEMENT, LLC
CRD #311525 OKLAHOMA CITY, OK
SEC
AUM
$153.8M
Employees
10