Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Oklahoma in 2024.
Best Firms in Oklahoma
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Assembly Wealth |
|
$369.0 million | 255 | 6 | $1.4 million |
| Astor Investment Management |
|
$261.4 million | 519 | 4 | $503,753 |
| Beaird Harris |
|
$1.7 billion | 704 | 17 | $2.4 million |
| Cambridge Financial Group |
|
$258.1 million | 221 | 3 | $1.2 million |
| Capwealth Advisors |
|
$1.4 billion | 834 | 1 | $1.6 million |
| Carret Asset Management |
|
$3.1 billion | 2,525 | 11 | $1.2 million |
| Chandler Asset Management |
|
$35.8 billion | 818 | 16 | $43.8 million |
| Ciccarelli Advisory Services |
|
$1.1 billion | 2,738 | 11 | $419,448 |
| Cincinnati Asset Management |
|
$2.4 billion | 6,312 | 8 | $378,975 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Colorado Financial Management |
|
$2.0 billion | 881 | 9 | $2.2 million |
| Cookson Peirce Wealth Management |
|
$1.9 billion | 920 | 17 | $2.1 million |
| Corda Investment Management |
|
$1.6 billion | 1,315 | 22 | $1.2 million |
| Csenge Advisory Group |
|
$2.8 billion | 5,630 | 76 | $488,978 |
 Dash Investments
|
|
$427.1 million | 365 | 5 | $1.2 million |
| EP Wealth Advisors |
|
$22.3 billion | 13,185 | 195 | $1.7 million |
| Estabrook Capital Management |
|
$863.7 million | 794 | 5 | $1.1 million |
| Flexible Plan Investments |
|
$1.4 billion | 11,773 | 6 | $120,660 |
| Foster Group |
|
$3.2 billion | 1,840 | 47 | $1.8 million |
| Freedom Investment Management |
|
$2.0 billion | 9,859 | 17 | $204,068 |
| Frontier Asset Management |
|
$5.7 billion | 3,671 | 14 | $1.6 million |
| Future Capital |
|
$962.5 million | 12,768 | 2 | $75,386 |
| Garcia Hamilton & Associates |
|
$20.2 billion | 449 | 3 | $45.1 million |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Greenspring Advisors |
|
$6.9 billion | 1,201 | 27 | $5.7 million |
| Grimes & Company |
|
$4.9 billion | 3,599 | 30 | $1.3 million |
| GSB Wealth Management |
|
$475.0 million | 838 | 8 | $566,841 |
| Hogantaylor Wealth |
|
$434.4 million | 292 | 6 | $1.5 million |
| Lighthouse Financial Services |
|
$387.3 million | 455 | 5 | $851,158 |
| Mainstay Capital Management |
|
$3.9 billion | 3,557 | 14 | $1.1 million |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Mcgowan Group Asset Management |
|
$837.5 million | 718 | 8 | $1.2 million |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Miller Tabak Asset Management |
|
$1.3 billion | 1,110 | 1 | $1.2 million |
| Minneapolis Portfolio Management Group |
|
$889.0 million | 1,879 | 3 | $473,102 |
| Modera Wealth Management |
|
$12.5 billion | 5,684 | 106 | $2.2 million |
| Montag |
|
$2.5 billion | 487 | 12 | $5.1 million |
| Mustard Seed Wealth Management |
|
$364.0 million | 737 | 7 | $493,914 |
| Orgel Wealth Management |
|
$7.1 billion | 3,813 | 31 | $1.9 million |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Patten and Patten |
|
$1.9 billion | 709 | 4 | $2.7 million |
| Prism Financial Group |
|
$1.5 billion | 817 | 5 | $1.8 million |
| Rebalance |
|
$1.3 billion | 673 | 8 | $2.0 million |
| Relevance Capital Management |
|
$372.0 million | 263 | 4 | $1.4 million |
| S&A Financial Services |
|
$310.6 million | 1,048 | 6 | $296,383 |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Sageoak Financial |
|
$129.1 million | 265 | 3 | $487,343 |
| Saratoga Research & Investment Management |
|
$2.7 billion | 3,207 | 16 | $854,436 |
| Shaker Financial Services |
|
$228.4 million | 360 | 2 | $634,409 |
| Shufro, Rose & Co |
|
$2.0 billion | 1,269 | 9 | $1.6 million |
| Sigfig Wealth Management |
|
$2.8 billion | 79,642 | 4 | $35,120 |
| Slavic Mutual Funds Management Corp |
|
$5.6 billion | 1,098 | 13 | $5.1 million |
| Sloan Investment Management |
|
$716.2 million | 325 | 3 | $2.2 million |
| SMI Advisory Services |
|
$777.0 million | 928 | 5 | $837,284 |
| Smith Anglin Financial |
|
$1.6 billion | 1,254 | 16 | $1.3 million |
| Stack Financial Management |
|
$1.8 billion | 860 | 10 | $2.1 million |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Stonebridge Capital Advisors |
|
$2.0 billion | 1,494 | 14 | $1.4 million |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Tandem Investment Advisors |
|
$3.2 billion | 9,811 | 9 | $330,206 |
| Tanglewood Total Wealth Management |
|
$1.3 billion | 427 | 7 | $3.1 million |
| The Financial Advisory Group |
|
$1.2 billion | 399 | 10 | $3.1 million |
| The Mather Group |
|
$10.5 billion | 4,245 | 91 | $2.5 million |
| TOM Johnson Investment Management |
|
$1.5 billion | 5,627 | 6 | $267,561 |
| Traynor Capital Management |
|
$1.2 billion | 1,003 | 4 | $1.2 million |
| Turner Financial Group |
|
$115.7 million | 418 | 5 | $276,899 |
| Values First Advisors |
|
$190.1 million | 969 | 8 | $196,156 |
| Westside Investment Management |
|
$659.4 million | 2,478 | 8 | $266,117 |
| Windsor Capital Management |
|
$619.8 million | 578 | 5 | $1.1 million |
| Worthpointe |
|
$757.7 million | 507 | 10 | $1.5 million |
Find a financial advisor in Oklahoma
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Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Oklahoma 2024.
Firm has:
- Jurisdiction in Oklahoma
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.