RIAs in Oklahoma

154 RIAs headquartered in Oklahoma managing a combined $99.6B.

By city

All RIAs in Oklahoma

STAGNER FINANCIAL ADVISORY

RIA

EDMOND, OK

AUM $59.7MTEAM 4REPS 3

ARROW INVESTMENT MANAGEMENT LLC

RIA

OKLAHOMA CITY, OK

AUM $58.9MTEAM 1REPS 1

EVEN HERD LLC

RIA

OKLAHOMA CITY, OK

AUM $55.9MTEAM 2REPS 2

CCR INVESTMENT ADVISERS, LLC

RIA

PONCA CITY, OK

AUM $55.8MTEAM 3REPS 3

COACHWISE FINANCIAL SOLUTIONS, INC.

RIA

TULSA, OK

AUM $55.2MTEAM 2REPS 2

CONKIN FINANCIAL GROUP, INC.

RIA

EDMOND, OK

AUM $54.8MTEAM 1REPS 1

CIMARRON CAPITAL ASSOCIATES II, LLC

RIA

OKLAHOMA CITY, OK

AUM $54.4MTEAM 4REPS 3

OK401K, INC.

RIA

OKLAHOMA CITY, OK

AUM $53.3MTEAM 1REPS 1

WILSHIRE-PENNINGTON GROUP, INC.

RIA

NICHOLS HILLS, OK

AUM $52.8MTEAM 2REPS 2

AMERITRUST INVESTMENT ADVISORS INC

RIA

TULSA, OK

AUM $52.4MTEAM 6REPS 7

D.M. WEALTH MANAGEMENT, INC.

RIA

NORMAN, OK

AUM $47MTEAM 3REPS 3

MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.

RIA

TULSA, OK

AUM $45.4MTEAM 2REPS 2

A-TEAM FINANCIAL INVESTMENTS

RIA

OKLAHOMA CITY, OK

AUM $44.7MTEAM 2REPS 2

NATIVE AMERICAN FUND ADVISORS LLC

RIA

TULSA, OK

AUM $38.9MTEAM 6REPS 11

ACCESS ADVISORY GROUP LLC

RIA

NICHOLS HILLS, OK

AUM $38.2MTEAM 1REPS 1

CORE WEALTH MANAGEMENT, LLC

RIA

OKLAHOMA CITY, OK

AUM $37.6MTEAM 3REPS 3

ODINGARD CAPITAL MANAGEMENT

RIA

TULSA, OK

AUM $34.2MTEAM 6REPS 3

PERSPECTIVE ADVISORS, LLC

RIA

BARTLESVILLE, OK

AUM $34MTEAM 3REPS 2

STILLWATER FINANCIAL

RIA

STILLWATER, OK

AUM $34MTEAM 1REPS 1

MERIT ADVISORS, INC.

RIA

OKLAHOMA CITY, OK

AUM $33.2MTEAM 4REPS 4

CONE WEALTH MANAGEMENT

RIA

TULSA, OK

AUM $29.7MTEAM 1REPS 1

SWEENEY ASSET MANAGEMENT, LLC

RIA

OKLAHOMA CITY, OK

AUM $28.9MTEAM 1REPS 2

WEALTH ADVISORS, L.L.C.

RIA

BROKEN ARROW, OK

AUM $27.2MTEAM 2REPS 1

BUWICK GROUP WEALTH MANAGEMENT, LLC

RIA

NORMAN, OK

AUM $24.7MTEAM 2REPS 2

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