Top Financial Advisors in Oklahoma City, Oklahoma
Finding the right financial advisor in Oklahoma City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Oklahoma City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Oklahoma City, OK.
Find the Best Financial Advisor Firms in Oklahoma City:
EXENCIAL WEALTH ADVISORS
CRD#: 130475
Address: 9108 N. Kelley Avenue, Oklahoma City, OK 73131
Clients: 2,380
Average Clients per Advisor: 41
AUM: $ 3.8B
FULL SAIL CAPITAL, LLC
CRD#: 291368
Address: 124 N.w. 10th St, Oklahoma City, OK 73103
Clients: 237
Average Clients per Advisor: 23
AUM: $ 1.5B
RETIREMENT INVESTMENT ADVISORS INC
CRD#: 106316
Address: 2925 United Founders Blvd, Oklahoma City, OK 73112
Clients: 1,038
Average Clients per Advisor: 148
AUM: $ 930M
VISTA INVESTMENT PARTNERS LLC
CRD#: 286014
Address: 5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118
Clients: 324
Average Clients per Advisor: 36
AUM: $ 728M
PLAN GROUP FINANCIAL, INC.
CRD#: 116508
Address: 101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114
Clients: 1,072
Average Clients per Advisor: 63
AUM: $ 690M
PHILLIPS CAPITAL ADVISORS, INC.
CRD#: 115758
Address: 3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
Clients: 451
Average Clients per Advisor: 30
AUM: $ 515M
How We Chose the Top Financial Advisors in Oklahoma City, Oklahoma
To create this list of top financial advisor firms in Oklahoma City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Oklahoma City has to offer.
Search Financial Advisors in Oklahoma City, Oklahoma
Jeffrey Kyle Kitchens
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Thomas Falco JR
Registered Affiliation(s):PFS INVESTMENTS INC.
Jonathan Roth
Registered Affiliation(s):PFS INVESTMENTS INC.
Janie Floylene Bays
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lacey Lynn Roberts
Registered Affiliation(s):INTEGRITY FINANCIAL ADVISORS, LLC
Margaret Mary Avant
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Cory James Robinson
Registered Affiliation(s):TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Shawn Lee Parker
Registered Affiliation(s):AMERICAN FIDELITY SECURITIES, INC.
Celeste Aida Hicks-monteleone
Registered Affiliation(s):AMERICAN FIDELITY SECURITIES, INC.
Ronyaunas Lamont Tharpe
Registered Affiliation(s):AMERICAN FIDELITY SECURITIES, INC.
John Taylor Currie
Registered Affiliation(s):THE BAKER GROUP, LP
Jeffrey Robert Oakes
Registered Affiliation(s):THE BAKER GROUP, LP
Kimberly Jo Galbraith
Registered Affiliation(s):EPIC WEALTH MANAGEMENT, LLC
Jason Brady Dixon
Registered Affiliation(s):RFG ADVISORY, LLC
Sue Jones Mcmillan
Registered Affiliation(s):T.S. PHILLIPS INVESTMENTS, INC.
Candice Anne Culhane
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Garry Loyd Mize
Registered Affiliation(s):IAMS WEALTH MANAGEMENT, LLC
Jan Belk
Registered Affiliation(s):OSAIC WEALTH, INC.
Ruth Loralann Brennan
Registered Affiliation(s):D.A. DAVIDSON & CO.
Cynthia Dawn Black
Registered Affiliation(s):BOK FINANCIAL SECURITIES, INC.
Belinda Jean Willis
Registered Affiliation(s):BOK FINANCIAL SECURITIES, INC.
Sebastian J Oukassou
Registered Affiliation(s):LPL FINANCIAL LLC
Amy Delores Durden
Registered Affiliation(s):PFS INVESTMENTS INC.
Matthew Alan Reichert
Registered Affiliation(s):STEPHEN H. MCDONALD & ASSOCIATES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
