RIA Intelligence

Investment Advisers in Oklahoma

157 registered firms

Sort by: AUM Name Employees Last Updated
G. DEWAYNE MCANALLY, LLC
CRD #118511 OKLAHOMA CITY, OK
SEC Disclosures
AUM
$152M
Employees
6
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
CRD #105506 OKLAHOMA CITY, OK
SEC
AUM
$151.8M
Employees
3
R.J. CLOUD ADVISORS & COMPANY
CRD #289371 BIXBY, OK
SEC
AUM
$150.7M
Employees
3
XXEC INC
CRD #108886 TULSA, OK
SEC
AUM
$150.4M
Employees
5
SUMMIT WEALTH GROUP, LLC
CRD #166118 TULSA, OK
SEC
AUM
$150M
Employees
8
MELIORA CAPITAL, LLC
CRD #172367 TULSA, OK
SEC
AUM
$149.2M
Employees
3
SERVO WEALTH MANAGEMENT LLC
CRD #159367 OKLAHOMA CITY, OK
SEC
AUM
$149M
Employees
1
SAGEOAK FINANCIAL, LLC
CRD #166927 TULSA, OK
SEC
AUM
$143.9M
Employees
3
AARON WILBANKS & ASSOCIATES, INC.
CRD #118304 OKLAHOMA CITY, OK
SEC Disclosures
AUM
$137M
Employees
48
LONGBOW ASSET MANAGEMENT
CRD #126193 TULSA, OK
SEC
AUM
$131.4M
Employees
2
BIVIN & ASSOCIATES, INC.
CRD #111688 PONCA CITY, OK
SEC
AUM
$129M
Employees
6
REVO FINANCIAL, LLC
CRD #172646 BARTLESVILLE, OK
SEC
AUM
$118.6M
Employees
4
MCGUIRE CAPITAL ADVISORS, INC.
CRD #164549 BETHANY, OK
SEC
AUM
$116.1M
Employees
5
EPIC WEALTH MANAGEMENT, LLC
CRD #297643 OKLAHOMA CITY, OK
SEC
AUM
$112.3M
Employees
5
COMPASS CAPITAL MANAGEMENT, LLC
CRD #150170 MCALESTER, OK
SEC
AUM
$107.3M
Employees
9
THE FOCUS GROUP ADVISORS, LLC
CRD #117845 BARTLESVILLE, OK
SEC
AUM
$95.1M
Employees
3
ROSS ALAN BLAIR
CRD #105071 TULSA, OK
SEC
AUM
$93.3M
Employees
5
VALUE FUND ADVISORS, LLC
CRD #129654 TULSA, OK
SEC
AUM
$82M
Employees
10
CFS, LLC
CRD #118321 OKLAHOMA CITY, OK
SEC Private Funds
AUM
$80.9M
Employees
4
BARNETT INVESTMENTS INC
CRD #111102 BARTLESVILLE, OK
SEC
AUM
$79.7M
Employees
1
SERAPH CAPITAL ASSOCIATES, LLC
CRD #165754 BARTLESVILLE, OK
SEC Private Funds
AUM
$77.5M
Employees
1
PARAGON FINANCIAL GROUP, LLC
CRD #111660 TULSA, OK
SEC
AUM
$75M
Employees
10
FINANCIAL SOLUTIONS, INC.
CRD #123760 TULSA, OK
SEC
AUM
$74.5M
Employees
2
ACCESS FINANCIAL GROUP, INC.
CRD #113798 BETHANY, OK
SEC
AUM
$71.1M
Employees
6
REGENT WEALTH MANAGEMENT, INC.
CRD #150197 TULSA, OK
SEC
AUM
$68.7M
Employees
3