Data / Investment advisers / Serving high net worth individuals / Oklahoma
Investment advisers in Oklahoma serving high net worth individuals: 70 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
70 SEC registered investment advisers with a main office in Oklahoma report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $19.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Gibraltar Capital Management, Inc.
The request: Every investment adviser in Oklahoma that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.
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- 70Advisers
- $19.4 billionAUM from this client type
- 68Advisers over $100 million
- November 2, 2026File date
Advisers in Oklahoma serving high net worth individuals
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 |
|---|
| Gibraltar Capital Management, Inc. | Tulsa | 240 | $1.03 billion | $1.35 billion | adviserinfo.sec.gov |
| Retirement Investment Advisors Inc | Oklahoma City | 403 | $1.03 billion | $1.49 billion | adviserinfo.sec.gov |
| Allegiant Wealth Advisors, LLC | Tulsa | 34 | $958.7 million | $1.17 billion | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | 1,333 | $852 million | $1.63 billion | adviserinfo.sec.gov |
| Forge Financial | Edmond | 1,057 | $814.5 million | $1.46 billion | adviserinfo.sec.gov |
| Trinity Strategic Wealth | Tulsa | 175 | $683.9 million | $1.54 billion | adviserinfo.sec.gov |
| Fourpath Capital Management, LLC | Oklahoma City | 212 | $675 million | $1.06 billion | adviserinfo.sec.gov |
| Castlepoint Wealth Advisors | Oklahoma City | 152 | $646.7 million | $751.4 million | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | 152 | $618.1 million | $785.8 million | adviserinfo.sec.gov |
| Bridgecreek Financial Group | Tulsa | 42 | $594.6 million | $649.9 million | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | 158 | $563.6 million | $786.6 million | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | 157 | $526 million | $590.7 million | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | 140 | $525.9 million | $587.8 million | adviserinfo.sec.gov |
| The Advisory Resource Group, LLC | Tulsa | 147 | $514.4 million | $926.6 million | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | 164 | $485.1 million | $592.8 million | adviserinfo.sec.gov |
| Plan Group Financial, Inc. | Oklahoma City | 149 | $479.3 million | $690.3 million | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | 118 | $450.4 million | $610.6 million | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | 117 | $426.5 million | $529.4 million | adviserinfo.sec.gov |
| Bok Financial Advisors | Tulsa | 349 | $420.5 million | $1.06 billion | adviserinfo.sec.gov |
| Investrust Consulting, LLC | Oklahoma City | Fewer than 5 | $400.3 million | $588.2 million | adviserinfo.sec.gov |
| Mitchell & Pahl Private Wealth | Oklahoma City | 89 | $394.5 million | $449.9 million | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | 152 | $346.8 million | $379.9 million | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | 72 | $340.4 million | $568.2 million | adviserinfo.sec.gov |
| Transcendent Capital Group | Edmond | 71 | $246.5 million | $360.7 million | adviserinfo.sec.gov |
| Bison Capital Advisors, LLC | Oklahoma City | 145 | $240 million | $250 million | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | 148 | $234 million | $560.1 million | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | 203 | $227.2 million | $371.5 million | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | 40 | $204.8 million | $221.3 million | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | 128 | $204.5 million | $508.3 million | adviserinfo.sec.gov |
| Gaddis Premier Wealth Advisors LLC | Durant | 218 | $186.7 million | $368.5 million | adviserinfo.sec.gov |
| Jm2 Capital Inc. | Edmond | 41 | $183.4 million | $238.4 million | adviserinfo.sec.gov |
| Wealth Oklahoma | Tulsa | 29 | $171 million | $356.3 million | adviserinfo.sec.gov |
| Meliora Capital | Tulsa | 38 | $163.9 million | $174.8 million | adviserinfo.sec.gov |
| Fmi | Ardmore | 80 | $146.8 million | $318.3 million | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | 94 | $146.3 million | $234.8 million | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | 48 | $145.6 million | $258.7 million | adviserinfo.sec.gov |
| Relation Wealth Management, Inc. | Tulsa | 42 | $145 million | $541.2 million | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | 69 | $144.3 million | $251 million | adviserinfo.sec.gov |
| Servo Wealth Management LLC | Oklahoma City | 43 | $138.7 million | $173.8 million | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | 359 | $136.6 million | $224.6 million | adviserinfo.sec.gov |
| R.J. Cloud Advisors & Company | Bixby | 49 | $136.6 million | $171.3 million | adviserinfo.sec.gov |
| Summit Wealth Group, LLC | Tulsa | 56 | $128.6 million | $182.5 million | adviserinfo.sec.gov |
| Robert Stephen Capital Management LLC | Tulsa | 25 | $125.6 million | $219.1 million | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | 65 | $124 million | $250.4 million | adviserinfo.sec.gov |
| Access Financial Resources Inc. | Oklahoma City | 89 | $123.8 million | $410.6 million | adviserinfo.sec.gov |
| Oath Planning, LLC | Tulsa | 58 | $123.1 million | $284.7 million | adviserinfo.sec.gov |
| Archambo Financial Advisors, Inc. | Bartlesville | 50 | $122.5 million | $163.1 million | adviserinfo.sec.gov |
| F.I.G. Financial Advisory Services, Inc. | Oklahoma City | 55 | $111.3 million | $162.4 million | adviserinfo.sec.gov |
| Revo Financial, LLC | Bartlesville | 34 | $105.6 million | $135.4 million | adviserinfo.sec.gov |
| Corporate Consulting Group, Inc. | Tulsa | Fewer than 5 | $104.6 million | $240.8 million | adviserinfo.sec.gov |
| Tao Private Wealth, LLC | Tulsa | 45 | $104.1 million | $104.2 million | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | 53 | $103.1 million | $233.6 million | adviserinfo.sec.gov |
| Sageoak Financial, LLC | Tulsa | 51 | $90.2 million | $174.8 million | adviserinfo.sec.gov |
| 10elms LLP | Tulsa | 19 | $89.9 million | $120.6 million | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | 58 | $85.6 million | $170.1 million | adviserinfo.sec.gov |
| Epic Wealth Management, LLC | Oklahoma City | 38 | $83.3 million | $120.8 million | adviserinfo.sec.gov |
| Perissos Private Wealth Management | Bethany | 38 | $83 million | $167.1 million | adviserinfo.sec.gov |
| Hughes Warren, Inc. | Edmond | 47 | $79.3 million | $220.5 million | adviserinfo.sec.gov |
| McGuire Capital Advisors, Inc. | Bethany | 36 | $77.5 million | $202.4 million | adviserinfo.sec.gov |
| Longbow Asset Management | Tulsa | 27 | $71.3 million | $134.4 million | adviserinfo.sec.gov |
| Redstone Wealth Management, LLC | Oklahoma City | 40 | $67.7 million | $187.7 million | adviserinfo.sec.gov |
| Compass Capital Management, LLC | McAlester | 39 | $65.2 million | $119 million | adviserinfo.sec.gov |
| Sutterfield Financial Group, Inc. | Bartlesville | 45 | $62.3 million | $274.4 million | adviserinfo.sec.gov |
| Comprehensive Financial Planning Inc | Oklahoma City | 7 | $60.1 million | $176 million | adviserinfo.sec.gov |
| J M Brown Financial Partners | Tulsa | 372 | $54.6 million | $202.1 million | adviserinfo.sec.gov |
| L&S Private Wealth, LLC | Oklahoma City | 27 | $50.7 million | $108.5 million | adviserinfo.sec.gov |
| Chappelwood Financial Services | Edmond | 18 | $43.5 million | $113.1 million | adviserinfo.sec.gov |
| Fredric E. Russell Investment Management Co. | Tulsa | 46 | $41.3 million | $137.5 million | adviserinfo.sec.gov |
| Seraph Capital Associates, LLC | Bartlesville | 48 | $12.3 million | $90.3 million | adviserinfo.sec.gov |
| Oak Creek Private Wealth Management LLC | Tulsa | 4 | $3.7 million | $4.3 million | adviserinfo.sec.gov |
Also on SpecStream
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.