Best Financial Advisor Firms Oklahoma 2025

Written by AdvisorSearch.org

March 07, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Oklahoma in 2024.

Best Firms in Oklahoma

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$576.3 million	2,898	3	$198,872
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Adell Harriman & Carpenter		$1.8 billion	781	5	$2.2 million
American Financial Advisors		$1.0 billion	763	8	$1.4 million
Auour Investments		$340.9 million	369	4	$923,946
Beaird Harris		$1.9 billion	769	18	$2.5 million
Burrus		$213.3 million	316	2	$675,101
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clayton Wealth Partners		$810.6 million	753	6	$1.1 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster Group		$3.5 billion	1,829	48	$1.9 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Future Capital		$962.5 million	12,768	2	$75,386
Garcia Hamilton & Associates		$20.2 billion	449	3	$45.1 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
Greenspring Advisors		$3.8 billion	1,218	27	$3.1 million
GSB Wealth Management		$540.4 million	829	8	$651,908
Hogantaylor Wealth		$496.8 million	361	6	$1.4 million
Ironwood Investment Counsel		$1.5 billion	532	11	$2.8 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Koss-olinger Consulting		$2.1 billion	727	15	$2.9 million
Lighthouse Financial Services		$429.8 million	454	5	$946,778
M.C. Byrd Wealth Management		$274.0 million	567	3	$483,221
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcgowan Group Asset Management		$996.7 million	743	8	$1.3 million
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Montag		$2.7 billion	506	12	$5.4 million
Mustard Seed Wealth Management		$413.6 million	735	8	$562,676
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
Prism Financial Group		$1.7 billion	849	5	$2.0 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Rebalance		$1.6 billion	652	7	$2.4 million
Relevance Capital Management		$442.6 million	272	4	$1.6 million
S&A Financial Services		$321.7 million	1,448	4	$222,155
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
Shaker Financial Services		$260.6 million	371	2	$702,458
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Steigerwald, Gordon & Koch - Wealth Advisors		$1.2 billion	688	8	$1.8 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
Tanglewood Total Wealth Management		$1.3 billion	427	7	$3.1 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
Values First Advisors		$202.0 million	1,006	8	$200,752
Westside Investment Management		$774.2 million	1,121	8	$690,622
Windsor Capital Management		$665.0 million	561	5	$1.2 million
Worthpointe		$885.6 million	509	9	$1.7 million

View More

Find a financial advisor in Oklahoma

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Oklahoma 2024.

Firm has:

• Jurisdiction in Oklahoma
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.