RIAs in Oklahoma

154 RIAs headquartered in Oklahoma managing a combined $90.9B.

By city

All RIAs in Oklahoma

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 4

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

O'Brien Capital Advisors, LLC

RIA

Sapulpa, OK

AUM $20.2MTEAM 2REPS 2

Sandman Wealth Management

RIA

Tulsa, OK

AUM $18.7MTEAM 1REPS 2

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo