RIAs in Oklahoma
154 RIAs headquartered in Oklahoma managing a combined $90.9B.
By city
TulsaOklahoma55 FIRMS · $35.5BOklahoma CityOklahoma51 FIRMS · $46.4BEdmondOklahoma18 FIRMS · $3.2BBartlesvilleOklahoma7 FIRMS · $4.1BNormanOklahoma4 FIRMS · $105MBethanyOklahoma2 FIRMS · $370MNichols 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
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
Stagner Financial Advisory
RIAEdmond, OK
AUM $59.7MTEAM 4REPS 3
Arrow Investment Management LLC
RIAOklahoma City, OK
AUM $58.9MTEAM 1REPS 1
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