Data / Investment advisers / Serving corporations and other businesses / Oklahoma
Investment advisers in Oklahoma serving corporations and other businesses: 40 firms
40 SEC registered investment advisers with a main office in Oklahoma report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $1.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Fourpath Capital Management, LLC.
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- 40Advisers
- $1.1 billionAUM from this client type
- 38Advisers over $100 million
- November 2, 2026File date
Advisers in Oklahoma serving corporations and other businesses
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 |
|---|
| Fourpath Capital Management, LLC | Oklahoma City | 29 | $147.7 million | $1.06 billion | adviserinfo.sec.gov |
| Ce Investment Management, LLC | Oklahoma City | Fewer than 5 | $129 million | $5.91 billion | adviserinfo.sec.gov |
| Fmi | Ardmore | 23 | $80 million | $318.3 million | adviserinfo.sec.gov |
| Wealth Oklahoma | Tulsa | 7 | $79.8 million | $356.3 million | adviserinfo.sec.gov |
| Relation Wealth Management, Inc. | Tulsa | Fewer than 5 | $77 million | $541.2 million | adviserinfo.sec.gov |
| Trinity Strategic Wealth | Tulsa | 23 | $65 million | $1.54 billion | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | 120 | $60.8 million | $1.63 billion | adviserinfo.sec.gov |
| Castlepoint Wealth Advisors | Oklahoma City | 6 | $47 million | $751.4 million | adviserinfo.sec.gov |
| Bok Financial Advisors | Tulsa | 29 | $44.4 million | $1.06 billion | adviserinfo.sec.gov |
| Gibraltar Capital Management, Inc. | Tulsa | 8 | $44.2 million | $1.35 billion | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | 9 | $42 million | $786.6 million | adviserinfo.sec.gov |
| Allegiant Wealth Advisors, LLC | Tulsa | Fewer than 5 | $39.2 million | $1.17 billion | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | 23 | $37.8 million | $610.6 million | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | 11 | $35.4 million | $251 million | adviserinfo.sec.gov |
| L&S Private Wealth, LLC | Oklahoma City | 1 | $33.1 million | $108.5 million | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | 12 | $25.3 million | $508.3 million | adviserinfo.sec.gov |
| Robert Stephen Capital Management LLC | Tulsa | 13 | $20.3 million | $219.1 million | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | 24 | $16.5 million | $785.8 million | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | 10 | $12.9 million | $371.5 million | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | 10 | $11.4 million | $258.7 million | adviserinfo.sec.gov |
| 10elms LLP | Tulsa | Fewer than 5 | $11.3 million | $120.6 million | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | Fewer than 5 | $8.1 million | $170.1 million | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | 5 | $6.7 million | $568.2 million | adviserinfo.sec.gov |
| Seraph Capital Associates, LLC | Bartlesville | 50 | $5.9 million | $90.3 million | adviserinfo.sec.gov |
| Forge Financial | Edmond | 9 | $4.7 million | $1.46 billion | adviserinfo.sec.gov |
| McGuire Capital Advisors, Inc. | Bethany | 16 | $4.6 million | $202.4 million | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | Fewer than 5 | $3.6 million | $587.8 million | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | 3 | $3.4 million | $224.6 million | adviserinfo.sec.gov |
| Epic Wealth Management, LLC | Oklahoma City | 5 | $3.1 million | $120.8 million | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | 3 | $3 million | $250.4 million | adviserinfo.sec.gov |
| Access Financial Resources Inc. | Oklahoma City | 12 | $3 million | $410.6 million | adviserinfo.sec.gov |
| Sutterfield Financial Group, Inc. | Bartlesville | 18 | $2.9 million | $274.4 million | adviserinfo.sec.gov |
| Perissos Private Wealth Management | Bethany | 2 | $1.7 million | $167.1 million | adviserinfo.sec.gov |
| Transcendent Capital Group | Edmond | 4 | $1.7 million | $360.7 million | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | 2 | $1.2 million | $221.3 million | adviserinfo.sec.gov |
| Native American Fund Advisors LLC | Tulsa | 1 | $532,027 | $38.9 million | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | 1 | $206,850 | $560.1 million | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | Fewer than 5 | $83,756 | $590.7 million | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | Fewer than 5 | $62,391 | $592.8 million | adviserinfo.sec.gov |
| Sageoak Financial, LLC | Tulsa | Fewer than 5 | $61,916 | $174.8 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.