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Top Financial Advisors in Oklahoma City

Oklahoma City is growing and with an unemployment rate 0.5% lower than the national average. That growth is Benzinga has worked to create a guide for you to find the most appropriate financial advisor for you to manage your money in the best way possible no matter what your circumstances may be.

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  • $403,481,009
    575
    • Financial planning services
  • $1,191,482,234
    1,767
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $305,400,000
    50
    • Financial planning services
    • Pension consulting services
  • CDR# 145570
    $98,930,886
    250
    • Financial planning services
  • $115,663,473
    143
    • Selection of other advisers (including private fund managers)
  • $2,055,168,990
    783
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $209,434,712
    100
    • Financial planning services
    • Pension consulting services
    • Educational seminars/workshops
  • $114,982,536
    90
    • Financial planning services
  • $654,950,326
    N/A
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
    • BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT
  • $662,679,901
    117
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Oklahoma City we poured through all SEC registered advisory firms who have an office in Oklahoma City. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

VISTA INVESTMENT PARTNERS LLC

CDR# 286014
$403,481,009
575
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
5601 NORTH CLASSEN BOULEVARD SUITE 101
OKLAHOMA CITY OK, 73118
405-608-5390

$403,481,009
575
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

TOM JOHNSON INVESTMENT MANAGEMENT, LLC

CDR# 104511
$1,191,482,234
1,767
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
201 ROBERT S. KERR, SUITE 510
OKLAHOMA CITY OK, 73102-4202
405-236-2111

$1,191,482,234
1,767
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ALIGN WEALTH MANAGEMENT, LLC

CDR# 131482
$305,400,000
50
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
13921 QUAIL POINTE DRIVE
OKLAHOMA CITY OK, 73134
(405) 607-4820

$305,400,000
50
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

HUGHES WARREN, INC.

CDR# 145570
$98,930,886
250
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
9150 N. MAY AVENUE SUITE B
OKLAHOMA CITY OK, 73120-4417
405-418-4080

$98,930,886
250
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges

EPIC WEALTH MANAGEMENT, LLC

CDR# 297643
$115,663,473
143
Works with high networth individuals
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
6301 WATERFORD BLVD SUITE 102A
OKLAHOMA CITY OK, 73118
405-257-0301

$115,663,473
143
Works with high networth individuals
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management

EXENCIAL WEALTH ADVISORS

CDR# 130475
$2,055,168,990
783
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
9108 N. KELLEY AVENUE
OKLAHOMA CITY OK, 73131
405-478-1971

$2,055,168,990
783
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

CASTLEVIEW WEALTH ADVISORS

CDR# 205512
$209,434,712
100
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
9112 N. KELLEY AVENUE SUITE B-2
OKLAHOMA CITY OK, 73131
405-705-2906

$209,434,712
100
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

COMPREHENSIVE FINANCIAL PLANNING INC

CDR# 109822
$114,982,536
90
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
2919 UNITED FOUNDERS BLVD.
OKLAHOMA CITY OK, 73112
405-879-1117

$114,982,536
90
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges

INVESTRUST CONSULTING, LLC

CDR# 108037
$654,950,326
N/A
Works with high networth individuals
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
5100 N CLASSEN BOULEVARD SUITE 600
OKLAHOMA CITY OK, 73118
405-843-7046

$654,950,326
N/A
Works with high networth individuals
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

FULL SAIL CAPITAL, LLC

CDR# 291368
$662,679,901
117
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
9401 N. KELLY AVENUE SUITE B
OKLAHOMA CITY OK, 73131
(405) 286-2100

$662,679,901
117
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges