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
REVO FINANCIAL, LLC
RIABARTLESVILLE, OK
AUM $135MTEAM 3REPS 2
LONGBOW ASSET MANAGEMENT
RIATULSA, OK
AUM $134MTEAM 2REPS 2
EPIC WEALTH MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
AUM $121MTEAM 5REPS 3
10ELMS LLP
RIATULSA, OK
AUM $121MTEAM 5REPS 4
COMPASS CAPITAL MANAGEMENT, LLC
RIAMCALESTER, OK
AUM $119MTEAM 10REPS 4
CHAPPELWOOD FINANCIAL SERVICES
RIAEDMOND, OK
AUM $113MTEAM 3REPS 3
L&S PRIVATE WEALTH, LLC
RIAOKLAHOMA CITY, OK
AUM $109MTEAM 1REPS 3
LEONARD INVESTMENT ADVISORS INC.
RIAOKLAHOMA CITY, OK
AUM $95.7MTEAM 6REPS 9
WOMACK INVESTMENT ADVISERS, INC
RIAEDMOND, OK
AUM $95.3MTEAM 3REPS 3
SERAPH CAPITAL ASSOCIATES, LLC
RIABARTLESVILLE, OK
AUM $90.3MTEAM 1REPS 2
CHARTMARK INVESTMENTS, INC.
RIATULSA, OK
AUM $87.6MTEAM 4REPS 4
CATHEDRAL SQUARE CAPITAL
RIATULSA, OK
AUM $86.8MTEAM 3REPS 2
GIBCO CAPITAL ADVISORS
RIACLINTON, OK
AUM $86.8MTEAM 4REPS 3
WTO ADVISORS, LLC
RIAEDMOND, OK
AUM $84.6MTEAM 2REPS 1
EVERWEALTH
RIATULSA, OK
AUM $81.7MTEAM 2REPS 2
DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD.
RIATULSA, OK
AUM $79.5MTEAM 5REPS 13
REGENT WEALTH MANAGEMENT, INC.
RIATULSA, OK
AUM $75.7MTEAM 2REPS 4
SOARD FINANCIAL MANAGEMENT, LLC
RIAEDMOND, OK
AUM $73MTEAM 2REPS 2
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
RIAOKLAHOMA CITY, OK
AUM $67.2MTEAM 2REPS 2
FIRST INVESTMENT CORPORATION
RIABARTLESVILLE, OK
AUM $66.8MTEAM 3REPS 3
MAIN STREET INVESTMENT MANAGEMENT
RIAEDMOND, OK
AUM $66.1MTEAM 2REPS 2
INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
RIATULSA, OK
AUM $65.6MTEAM 1REPS 1
STEP BY STEP FINANCIAL, LLC
RIATULSA, OK
AUM $62.9MTEAM 2REPS 2
VAULT WEALTH
RIAOKLAHOMA CITY, OK
AUM $61.4MTEAM 6REPS 5
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