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
Mitchell Frankfurt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott Lee Schaefer
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Kevin R. Kurtz
Registered Affiliation(s):MORGAN STANLEY
Michael Jim Anderson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Gregory Douglas Jones
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Tracy Ann Miller
Registered Affiliation(s):MILLER PRIVATE WEALTH LLC
James David Weston
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Mason Alexander Sommer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Richard Edward Cudjo
Registered Affiliation(s):MORGAN STANLEY
Patricia Marie Burrus
Registered Affiliation(s):PHILLIPS CAPITAL ADVISORS, INC.
Randall Loren Cloud
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Sam Postich
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Justin Joseph Klein
Registered Affiliation(s):FSC SECURITIES CORPORATION
Kathryn Denise Isernhagen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Gregory Coburn
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Kelly Duane Wisdom
Registered Affiliation(s):LPL FINANCIAL LLC
James Russell Fortune
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Steven James Manuel
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Kelly Ghodrat Khelghati
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Julia Diane Chew
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Gregory Michael Buwick
Registered Affiliation(s):BUWICK GROUP WEALTH MANAGEMENT, LLC
William Lynn Tate
Registered Affiliation(s):EDWARD JONES
Casey L Eden
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Dustan Bena Bowers
Registered Affiliation(s):GALLAGHER FIDUCIARY ADVISORS, LLC
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.
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