Data / Investment advisers / Serving pension and profit sharing plans / Oklahoma
Investment advisers in Oklahoma serving pension and profit sharing plans: 30 firms
30 SEC registered investment advisers with a main office in Oklahoma report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $975 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Relation Wealth Management, Inc.
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- 30Advisers
- $975 millionAUM from this client type
- 29Advisers over $100 million
- November 2, 2026File date
Advisers in Oklahoma serving pension and profit sharing plans
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 |
|---|
| Relation Wealth Management, Inc. | Tulsa | 30 | $284.3 million | $541.2 million | adviserinfo.sec.gov |
| Access Financial Resources Inc. | Oklahoma City | 160 | $187.9 million | $410.6 million | adviserinfo.sec.gov |
| Olistico Wealth, LLC | Tulsa | 4 | $92.6 million | $371.5 million | adviserinfo.sec.gov |
| Corporate Consulting Group, Inc. | Tulsa | Fewer than 5 | $77 million | $240.8 million | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | 55 | $64.1 million | $258.7 million | adviserinfo.sec.gov |
| Sutterfield Financial Group, Inc. | Bartlesville | 100 | $53.7 million | $274.4 million | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | 7 | $37.9 million | $250.4 million | adviserinfo.sec.gov |
| Retirement Investment Advisors Inc | Oklahoma City | 14 | $24.4 million | $1.49 billion | adviserinfo.sec.gov |
| Fourpath Capital Management, LLC | Oklahoma City | 11 | $23.5 million | $1.06 billion | adviserinfo.sec.gov |
| Servo Wealth Management LLC | Oklahoma City | 2 | $20.3 million | $173.8 million | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | 27 | $18 million | $1.63 billion | adviserinfo.sec.gov |
| Fredric E. Russell Investment Management Co. | Tulsa | 5 | $14.9 million | $137.5 million | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | 12 | $14.1 million | $508.3 million | adviserinfo.sec.gov |
| Seraph Capital Associates, LLC | Bartlesville | 70 | $13.9 million | $90.3 million | adviserinfo.sec.gov |
| Wealth Oklahoma | Tulsa | 2 | $10.1 million | $356.3 million | adviserinfo.sec.gov |
| Bison Capital Advisors, LLC | Oklahoma City | 18 | $10 million | $250 million | adviserinfo.sec.gov |
| Hogantaylor Wealth | Tulsa | 6 | $9.3 million | $592.8 million | adviserinfo.sec.gov |
| Gibraltar Capital Management, Inc. | Tulsa | Fewer than 5 | $5 million | $1.35 billion | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | 5 | $3.5 million | $786.6 million | adviserinfo.sec.gov |
| Sageoak Financial, LLC | Tulsa | Fewer than 5 | $2.3 million | $174.8 million | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | Fewer than 5 | $1.5 million | $234.8 million | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | 24 | $1.2 million | $785.8 million | adviserinfo.sec.gov |
| Forge Financial | Edmond | Fewer than 5 | $1.1 million | $1.46 billion | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | 2 | $896,272 | $568.2 million | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | Fewer than 5 | $785,000 | $590.7 million | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | 1 | $768,972 | $379.9 million | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | 1 | $611,912 | $224.6 million | adviserinfo.sec.gov |
| R.J. Cloud Advisors & Company | Bixby | 1 | $546,573 | $171.3 million | adviserinfo.sec.gov |
| Trinity Strategic Wealth | Tulsa | 1 | $128,076 | $1.54 billion | adviserinfo.sec.gov |
| Redstone Wealth Management, LLC | Oklahoma City | 12 | Not listed | $187.7 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.