Data / Investment advisers / Oklahoma

Investment advisers in Oklahoma: 91 firms, $89.6 billion in AUM

91 investment advisers have their main office in Oklahoma: 84 SEC registered and 7 exempt reporting. The registered advisers report $89.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Exchange Traded Concepts, LLC with $23 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

• 91Advisers
• 84SEC registered
• 7Exempt reporting
• $89.6 billionTotal AUM
• 79Advisers over $100 million
• 18Manage private funds
• November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

Advisers in Oklahoma that manage private funds

18 advisers report private funds. The 40 with the most funds.

Cities in Oklahoma

More ways to read Oklahoma

• Advisers in Oklahoma with $1 billion to $10 billion in AUM
• Advisers in Oklahoma with $500 million to $1 billion in AUM
• Advisers in Oklahoma with $100 million to $500 million in AUM
• Advisers in Oklahoma serving individuals
• Advisers in Oklahoma serving high net worth individuals
• Advisers in Oklahoma serving pooled investment vehicles
• Advisers in Oklahoma serving pension and profit sharing plans
• Advisers in Oklahoma serving charitable organizations
• Advisers in Oklahoma serving corporations and other businesses
• Private fund advisers in Oklahoma

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.