Data / Investment advisers / Serving charitable organizations / Oklahoma
Investment advisers in Oklahoma serving charitable organizations: 40 firms
40 SEC registered investment advisers with a main office in Oklahoma report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $1.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Prescott Group Capital Management L.L.C.
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- 40Advisers
- $1.2 billionAUM from this client type
- 38Advisers over $100 million
- November 2, 2026File date
Advisers in Oklahoma serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Prescott Group Capital Management L.L.C. | Tulsa | 1 | $205.5 million | $1.30 billion | adviserinfo.sec.gov |
| Investrust Consulting, LLC | Oklahoma City | 8 | $187.9 million | $588.2 million | adviserinfo.sec.gov |
| Allegiant Wealth Advisors, LLC | Tulsa | Fewer than 5 | $170.2 million | $1.17 billion | adviserinfo.sec.gov |
| Ce Investment Management, LLC | Oklahoma City | Fewer than 5 | $95.4 million | $5.91 billion | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | 47 | $89 million | $1.63 billion | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | 7 | $74.3 million | $786.6 million | adviserinfo.sec.gov |
| Gibraltar Capital Management, Inc. | Tulsa | 12 | $58.5 million | $1.35 billion | adviserinfo.sec.gov |
| Bridgecreek Financial Group | Tulsa | 5 | $55.3 million | $649.9 million | adviserinfo.sec.gov |
| Jm2 Capital Inc. | Edmond | Fewer than 5 | $43.2 million | $238.4 million | adviserinfo.sec.gov |
| Corporate Consulting Group, Inc. | Tulsa | Fewer than 5 | $38.1 million | $240.8 million | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | 9 | $30.9 million | $508.3 million | adviserinfo.sec.gov |
| Retirement Investment Advisors Inc | Oklahoma City | 18 | $25.3 million | $1.49 billion | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | Fewer than 5 | $24.9 million | $587.8 million | adviserinfo.sec.gov |
| Fourpath Capital Management, LLC | Oklahoma City | 12 | $22.9 million | $1.06 billion | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | 8 | $18.9 million | $529.4 million | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | 4 | $15 million | $610.6 million | adviserinfo.sec.gov |
| Relation Wealth Management, Inc. | Tulsa | Fewer than 5 | $13 million | $541.2 million | adviserinfo.sec.gov |
| Sutterfield Financial Group, Inc. | Bartlesville | 9 | $8.8 million | $274.4 million | adviserinfo.sec.gov |
| Seraph Capital Associates, LLC | Bartlesville | 17 | $7.5 million | $90.3 million | adviserinfo.sec.gov |
| 10elms LLP | Tulsa | Fewer than 5 | $7.3 million | $120.6 million | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | 4 | $7.3 million | $371.5 million | adviserinfo.sec.gov |
| Mitchell & Pahl Private Wealth | Oklahoma City | Fewer than 5 | $6.9 million | $449.9 million | adviserinfo.sec.gov |
| Bok Financial Advisors | Tulsa | 5 | $5.3 million | $1.06 billion | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | Fewer than 5 | $4.1 million | $234.8 million | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | 4 | $4 million | $785.8 million | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | 1 | $3.4 million | $379.9 million | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | Fewer than 5 | $3.3 million | $592.8 million | adviserinfo.sec.gov |
| Meliora Capital | Tulsa | 2 | $3.2 million | $174.8 million | adviserinfo.sec.gov |
| Fmi | Ardmore | 4 | $3.1 million | $318.3 million | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | Fewer than 5 | $1.7 million | $590.7 million | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | 2 | $1.2 million | $258.7 million | adviserinfo.sec.gov |
| Compass Capital Management, LLC | McAlester | Fewer than 5 | $1.2 million | $119 million | adviserinfo.sec.gov |
| Sageoak Financial, LLC | Tulsa | Fewer than 5 | $953,441 | $174.8 million | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | 3 | $356,853 | $224.6 million | adviserinfo.sec.gov |
| Forge Financial | Edmond | Fewer than 5 | $304,768 | $1.46 billion | adviserinfo.sec.gov |
| Gaddis Premier Wealth Advisors LLC | Durant | 2 | $300,127 | $368.5 million | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | Fewer than 5 | $288,569 | $251 million | adviserinfo.sec.gov |
| McGuire Capital Advisors, Inc. | Bethany | 2 | $53,755 | $202.4 million | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | Fewer than 5 | $47,624 | $170.1 million | adviserinfo.sec.gov |
| Native American Fund Advisors LLC | Tulsa | 1 | $3,214 | $38.9 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.