Data / Investment advisers / Serving individuals / Oklahoma
Investment advisers in Oklahoma serving individuals: 66 firms
66 SEC registered investment advisers with a main office in Oklahoma report individuals among their clients in Form ADV item 5.D, and together they attribute $8.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Trinity Strategic Wealth.
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- 66Advisers
- $8.3 billionAUM from this client type
- 64Advisers over $100 million
- November 2, 2026File date
Advisers in Oklahoma serving 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 |
|---|
| Trinity Strategic Wealth | Tulsa | 1,560 | $777.9 million | $1.54 billion | adviserinfo.sec.gov |
| Forge Financial | Edmond | 3,617 | $636.7 million | $1.46 billion | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | 4,104 | $612.8 million | $1.63 billion | adviserinfo.sec.gov |
| Bok Financial Advisors | Tulsa | 2,914 | $587.8 million | $1.06 billion | adviserinfo.sec.gov |
| Retirement Investment Advisors Inc | Oklahoma City | 996 | $413.1 million | $1.49 billion | adviserinfo.sec.gov |
| The Advisory Resource Group, LLC | Tulsa | 562 | $412.2 million | $926.6 million | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | 1,015 | $325.9 million | $560.1 million | adviserinfo.sec.gov |
| Plan Group Financial, Inc. | Oklahoma City | 1,072 | $211 million | $690.3 million | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | 403 | $208.9 million | $568.2 million | adviserinfo.sec.gov |
| Fourpath Capital Management, LLC | Oklahoma City | 557 | $189.6 million | $1.06 billion | adviserinfo.sec.gov |
| Gaddis Premier Wealth Advisors LLC | Durant | 1,240 | $181.6 million | $368.5 million | adviserinfo.sec.gov |
| Oath Planning, LLC | Tulsa | 444 | $161.6 million | $284.7 million | adviserinfo.sec.gov |
| J M Brown Financial Partners | Tulsa | 129 | $147.5 million | $202.1 million | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | 450 | $146.1 million | $785.8 million | adviserinfo.sec.gov |
| Hughes Warren, Inc. | Edmond | 761 | $141.3 million | $220.5 million | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | 330 | $137.3 million | $508.3 million | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | 637 | $130.5 million | $233.6 million | adviserinfo.sec.gov |
| McGuire Capital Advisors, Inc. | Bethany | 1,386 | $120.4 million | $202.4 million | adviserinfo.sec.gov |
| Redstone Wealth Management, LLC | Oklahoma City | 550 | $120 million | $187.7 million | adviserinfo.sec.gov |
| Comprehensive Financial Planning Inc | Oklahoma City | 93 | $115.8 million | $176 million | adviserinfo.sec.gov |
| Transcendent Capital Group | Edmond | 435 | $112.6 million | $360.7 million | adviserinfo.sec.gov |
| Sutterfield Financial Group, Inc. | Bartlesville | 944 | $111.7 million | $274.4 million | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | 334 | $107.4 million | $610.6 million | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | 258 | $103.2 million | $786.6 million | adviserinfo.sec.gov |
| Access Financial Resources Inc. | Oklahoma City | 383 | $96 million | $410.6 million | adviserinfo.sec.gov |
| Wealth Oklahoma | Tulsa | 137 | $95.4 million | $356.3 million | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | 215 | $95.1 million | $592.8 million | adviserinfo.sec.gov |
| Gibraltar Capital Management, Inc. | Tulsa | 265 | $88.5 million | $1.35 billion | adviserinfo.sec.gov |
| Fmi | Ardmore | 610 | $88.4 million | $318.3 million | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | 341 | $85.4 million | $250.4 million | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | 253 | $84 million | $529.4 million | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | 613 | $83.6 million | $224.6 million | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | 465 | $83 million | $234.8 million | adviserinfo.sec.gov |
| Sageoak Financial, LLC | Tulsa | 212 | $81.3 million | $174.8 million | adviserinfo.sec.gov |
| Fredric E. Russell Investment Management Co. | Tulsa | 33 | $81.2 million | $137.5 million | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | 341 | $76.4 million | $170.1 million | adviserinfo.sec.gov |
| Robert Stephen Capital Management LLC | Tulsa | 150 | $73.2 million | $219.1 million | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | 319 | $71.1 million | $251 million | adviserinfo.sec.gov |
| Chappelwood Financial Services | Edmond | 148 | $69.6 million | $113.1 million | adviserinfo.sec.gov |
| Longbow Asset Management | Tulsa | 105 | $63.1 million | $134.4 million | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | 160 | $62.2 million | $590.7 million | adviserinfo.sec.gov |
| Perissos Private Wealth Management | Bethany | 152 | $60.1 million | $167.1 million | adviserinfo.sec.gov |
| Castlepoint Wealth Advisors | Oklahoma City | 125 | $57.8 million | $751.4 million | adviserinfo.sec.gov |
| Summit Wealth Group, LLC | Tulsa | 226 | $53.9 million | $182.5 million | adviserinfo.sec.gov |
| F.I.G. Financial Advisory Services, Inc. | Oklahoma City | 187 | $51.1 million | $162.4 million | adviserinfo.sec.gov |
| Mitchell & Pahl Private Wealth | Oklahoma City | 136 | $48.6 million | $449.9 million | adviserinfo.sec.gov |
| Compass Capital Management, LLC | McAlester | 192 | $47 million | $119 million | adviserinfo.sec.gov |
| Archambo Financial Advisors, Inc. | Bartlesville | 147 | $40.6 million | $163.1 million | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | 198 | $36.3 million | $258.7 million | adviserinfo.sec.gov |
| Epic Wealth Management, LLC | Oklahoma City | 110 | $34.4 million | $120.8 million | adviserinfo.sec.gov |
| R.J. Cloud Advisors & Company | Bixby | 110 | $34.1 million | $171.3 million | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | 110 | $33.4 million | $587.8 million | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | 183 | $31.5 million | $371.5 million | adviserinfo.sec.gov |
| Revo Financial, LLC | Bartlesville | 132 | $29.8 million | $135.4 million | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | 114 | $28.8 million | $379.9 million | adviserinfo.sec.gov |
| L&S Private Wealth, LLC | Oklahoma City | 74 | $24.7 million | $108.5 million | adviserinfo.sec.gov |
| Relation Wealth Management, Inc. | Tulsa | 54 | $21.9 million | $541.2 million | adviserinfo.sec.gov |
| Seraph Capital Associates, LLC | Bartlesville | 211 | $17.7 million | $90.3 million | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | 59 | $15.3 million | $221.3 million | adviserinfo.sec.gov |
| Servo Wealth Management LLC | Oklahoma City | 44 | $14.8 million | $173.8 million | adviserinfo.sec.gov |
| 10elms LLP | Tulsa | 18 | $12 million | $120.6 million | adviserinfo.sec.gov |
| Jm2 Capital Inc. | Edmond | 29 | $11.9 million | $238.4 million | adviserinfo.sec.gov |
| Meliora Capital | Tulsa | 63 | $7.7 million | $174.8 million | adviserinfo.sec.gov |
| Oak Creek Private Wealth Management LLC | Tulsa | 7 | $605,012 | $4.3 million | adviserinfo.sec.gov |
| Allegiant Wealth Advisors, LLC | Tulsa | Fewer than 5 | $312,853 | $1.17 billion | adviserinfo.sec.gov |
| Tao Private Wealth, LLC | Tulsa | 1 | $49,500 | $104.2 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.