RIAs in Oklahoma
154 RIAs headquartered in Oklahoma managing a combined $99.6B.
By city
TULSAOklahoma55 FIRMS · $43.3BOKLAHOMA CITYOklahoma51 FIRMS · $46.4BEDMONDOklahoma17 FIRMS · $3.2BBARTLESVILLEOklahoma8 FIRMS · $4.9BNORMANOklahoma4 FIRMS · $105MBETHANYOklahoma2 FIRMS · $368MNICHOLS HILLSOklahoma2 FIRMS · $91MSTILLWATEROklahoma2 FIRMS · $34MCLINTONOklahoma2 FIRMS · $88.2MSTIGLEROklahoma1 FIRM · $9.9MSulphurOklahoma1 FIRMMCALESTEROklahoma1 FIRM · $119MBIXBYOklahoma1 FIRM · $171MBROKEN ARROWOklahoma1 FIRM · $27.2MChoctawOklahoma1 FIRM · $17MDURANTOklahoma1 FIRM · $369MJENKSOklahoma1 FIRMARDMOREOklahoma1 FIRM · $318MPONCA CITYOklahoma1 FIRM · $55.8MSAPULPAOklahoma1 FIRM · $20.2M
All RIAs in Oklahoma
VISTA INVESTMENT PARTNERS LLC
RIAOKLAHOMA CITY, OK
AUM $611MTEAM 9REPS 6
HOGANTAYLOR WEALTH
RIATULSA, OK
AUM $593MTEAM 10REPS 6
THE LEGACY FINANCIAL GROUP, INC.
RIATULSA, OK
AUM $591MTEAM 9REPS 9
INVESTRUST CONSULTING, LLC
RIAOKLAHOMA CITY, OK
AUM $588MTEAM 10REPS 11
EVERPAR ADVISORS LLC
RIATULSA, OK
AUM $588MTEAM 9REPS 10
SCISSORTAIL WEALTH MANAGEMENT, LLC
RIATULSA, OK
AUM $568MTEAM 13REPS 9
MELIA WEALTH LLC
RIATULSA, OK
AUM $560MTEAM 7REPS 4
RELATION WEALTH MANAGEMENT, INC.
RIATULSA, OK
AUM $541MTEAM 14REPS 9
COUNCIL OAK WEALTH ADVISORS
RIATULSA, OK
AUM $529MTEAM 6REPS 5
PINNACLE INVESTMENT ADVISORS
RIATULSA, OK
AUM $508MTEAM 7REPS 13
MITCHELL & PAHL PRIVATE WEALTH
RIAOKLAHOMA CITY, OK
AUM $450MTEAM 4REPS 2
ACCESS FINANCIAL RESOURCES INC.
RIAOKLAHOMA CITY, OK
AUM $411MTEAM 9REPS 7
BURKHOLDER WEALTH MANAGEMENT
RIATULSA, OK
AUM $380MTEAM 8REPS 7
OLISTICO WEALTH, LLC
RIATULSA, OK
AUM $372MTEAM 4REPS 4
GADDIS PREMIER WEALTH ADVISORS LLC
RIADURANT, OK
AUM $369MTEAM 16REPS 9
TRANSCENDENT CAPITAL GROUP
RIAEDMOND, OK
AUM $361MTEAM 11REPS 9
WEALTH OKLAHOMA
RIATULSA, OK
AUM $356MTEAM 6REPS 6
FMI
RIAARDMORE, OK
AUM $318MTEAM 5REPS 4
BISON CAPITAL GROUP, LLC
RIAEDMOND, OK
AUM $306MTEAM 6REPS 3
OATH PLANNING, LLC
RIATULSA, OK
AUM $285MTEAM 8REPS 6
SUTTERFIELD FINANCIAL GROUP, INC.
RIABARTLESVILLE, OK
AUM $274MTEAM 32REPS 9
TRITON FINANCIAL GROUP, INC
RIAOKLAHOMA CITY, OK
AUM $259MTEAM 5REPS 5
HUMPHREYS CAPITAL, LLC
RIAOKLAHOMA CITY, OK
AUM $252MTEAM 20REPS 6
WINDLE WEALTH
RIAOKLAHOMA CITY, OK
AUM $251MTEAM 3REPS 2
FINTRX platform
Need contacts and allocation intelligence for these firms?