Top Financial Advisors in Oklahoma City, Oklahoma
Finding the right financial advisor in Oklahoma City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Oklahoma City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Oklahoma City, OK.
Find the Best Financial Advisor Firms in Oklahoma City:
EXENCIAL WEALTH ADVISORS
CRD#: 130475
Address: 9108 N. Kelley Avenue, Oklahoma City, OK 73131
Clients: 1,888
Average Clients per Advisor: 37
AUM: $ 5.3B
FULL SAIL CAPITAL, LLC
CRD#: 291368
Address: 124 N.w. 10th St, Oklahoma City, OK 73103
Clients: 236
Average Clients per Advisor: 23
AUM: $ 2.0B
RETIREMENT INVESTMENT ADVISORS INC
CRD#: 106316
Address: 2925 United Founders Blvd, Oklahoma City, OK 73112
Clients: 988
Average Clients per Advisor: 123
AUM: $ 1.3B
FOURPATH CAPITAL MANAGEMENT, LLC
CRD#: 313573
Address: 4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142
Clients: 559
Average Clients per Advisor: 93
AUM: $ 931M
CASTLEPOINT WEALTH ADVISORS
CRD#: 205512
Address: 7308 N. Classen Blvd., Oklahoma City, OK 73116
Clients: 129
Average Clients per Advisor: 16
AUM: $ 605M
PLAN GROUP FINANCIAL, INC.
CRD#: 116508
Address: 101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114
Clients: 1,059
Average Clients per Advisor: 75
AUM: $ 541M
How We Chose the Top Financial Advisors in Oklahoma City, Oklahoma
To create this list of top financial advisor firms in Oklahoma City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Oklahoma City has to offer.
Search Financial Advisors in Oklahoma City, Oklahoma
Bradley Shayne Lester
Stephen James Janzen
Teresa Sue Malzahn
Michael Robert Wojtek
Kurt Charles Carter
James Leroy Johnson
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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