Best Financial Advisor Firms Oklahoma 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Adell Harriman & Carpenter		$2.1 billion	819	5	$2.5 million
American Financial Advisors		$1.3 billion	799	6	$1.6 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Auour Investments		$378.0 million	375	4	$1.0 million
Beaird Harris		$2.3 billion	800	17	$2.8 million
Burrus		$240.7 million	322	2	$747,385
California Financial Advisors		$2.3 billion	1,525	14	$1.5 million
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Carret Asset Management		$3.5 billion	2,633	10	$1.3 million
Castlepoint Wealth Advisors		$751.4 million	283	8	$2.7 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Clayton Wealth Partners		$909.8 million	753	7	$1.2 million
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Foster Group		$4.8 billion	2,101	54	$2.3 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
Garcia Hamilton & Associates		$24.9 billion	312	3	$79.7 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Grey Ledge Advisors		$616.0 million	887	8	$694,524
Guideline Investments		$16.5 billion	87,973	2	$187,499
Hogantaylor Wealth		$592.8 million	385	6	$1.5 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Ifrah Financial Services		$489.1 million	598	9	$817,885
Ironwood Investment Counsel		$1.8 billion	554	12	$3.2 million
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Longbow Asset Management		$134.4 million	132	2	$1.0 million
M.C. Byrd Wealth Management		$294.2 million	557	3	$528,140
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Matson Money		$24.3 billion	29,985	7	$811,358
Mcgowan Group Asset Management		$1.1 billion	4,773	7	$226,917
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Montag		$3.0 billion	503	8	$5.9 million
Mustard Seed Wealth Management		$449.4 million	734	9	$612,256
Optivest		$319.4 million	108	3	$3.0 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Rebalance		$1.9 billion	656	8	$2.9 million
Relevance Capital Management		$495.9 million	279	4	$1.8 million
S&A Financial Services		$392.3 million	1,183	3	$331,590
S.A. Mason		$528.7 million	282	3	$1.9 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
Shaker Financial Services		$286.3 million	329	2	$870,274
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
Tanglewood Total Wealth Management		$1.6 billion	417	8	$3.8 million
Team Financial Strategies		$262.0 million	292	8	$897,352
The Mather Group		$13.4 billion	4,773	97	$2.8 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
Values First Advisors		$215.4 million	967	7	$222,771
Wedgewood Partners		$560.7 million	389	4	$1.4 million
Westside Investment Management		$888.8 million	890	7	$998,625
Windsor Capital Management		$703.4 million	543	5	$1.3 million
Worthpointe		$1.1 billion	626	9	$1.7 million

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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.