Best Financial Advisor Firms Oklahoma 2025

Written by AdvisorSearch.org

February 04, 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
Absolute Capital Management		$400.6 million	1,433	3	$279,557
American Financial Advisors		$1.0 billion	763	8	$1.4 million
Auour Investments		$317.0 million	370	4	$856,684
Beaird Harris		$1.7 billion	704	17	$2.4 million
Burrus		$228.4 million	375	2	$608,978
Cambridge Financial Group		$258.1 million	221	3	$1.2 million
Capwealth Advisors		$1.4 billion	834	1	$1.6 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	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Foster Group		$3.2 billion	1,840	47	$1.8 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		$6.9 billion	1,201	28	$5.7 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
GSB Wealth Management		$475.0 million	838	8	$566,841
Hogantaylor Wealth		$434.4 million	292	6	$1.5 million
Ironwood Investment Counsel		$1.4 billion	510	8	$2.7 million
Lighthouse Financial Services		$429.8 million	454	5	$946,778
M.C. Byrd Wealth Management		$261.9 million	565	3	$463,624
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		$837.5 million	718	8	$1.2 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Montag		$2.7 billion	506	12	$5.4 million
Mustard Seed Wealth Management		$413.6 million	735	8	$562,676
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Patten and Patten		$1.9 billion	709	4	$2.7 million
Prism Financial Group		$1.5 billion	817	5	$1.8 million
Rebalance		$1.3 billion	673	9	$2.0 million
Relevance Capital Management		$372.0 million	263	4	$1.4 million
S&A Financial Services		$310.6 million	1,048	6	$296,383
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Saratoga Research & Investment Management		$2.7 billion	3,207	16	$854,436
Shaker Financial Services		$228.4 million	360	2	$634,409
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Stack Financial Management		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steigerwald, Gordon & Koch - Wealth Advisors		$1.1 billion	646	7	$1.6 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
Tanglewood Total Wealth Management		$1.3 billion	427	7	$3.1 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Traynor Capital Management		$1.2 billion	1,003	4	$1.2 million
Values First Advisors		$202.0 million	1,006	8	$200,752
Westside Investment Management		$659.4 million	2,478	8	$266,117
Windsor Capital Management		$665.0 million	561	5	$1.2 million
Worthpointe		$757.7 million	507	10	$1.5 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.