Top 10 financial advisors in Oklahoma
We've curated a list of the best financial advisors in Oklahoma, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $9,643,156,437 Number of advisors 49 advisors | |||
| 2 | Assets under management $4,245,271,614 Number of advisors 59 advisors | |||
| 3 | Assets under management $705,878,735 Number of advisors 9 advisors | |||
| 4 | Assets under management $501,529,857 Number of advisors 6 advisors | |||
| 5 | Assets under management $497,694,147 Number of advisors 9 advisors | |||
| 6 | Assets under management $409,429,767 Number of advisors 4 advisors | |||
| 7 | Assets under management $405,983,921 Number of advisors 8 advisors | |||
| 8 | Assets under management $401,506,245 Number of advisors 155 advisors | |||
| 9 | Assets under management $383,515,677 Number of advisors 10 advisors | |||
| 10 | Assets under management $317,792,826 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Oklahoma, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. is a financial advisory firm based in Tulsa, Oklahoma. It currently has approximately $9,643,156,437 of assets under management and employs about 49 people. Cavanal Hill Investment Management, Inc. uses a fee structure of and a percentage of assets under your management.
$9,643,156,437 under management
49 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Capital Advisors, Inc.
Capital Advisors, Inc. is a registered investment adviser founded in 1978, located in Tulsa, OK. The firm offers portfolio management services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies, and corporations. The firm's investment advisory services are provided by a Portfolio Management team, which includes an Investment Advisor Representative, an internal portfolio manager, and a client services associate. Capital Advisors also provides comprehensive financial planning services covering various financial aspects. The firm serves as the investment adviser to the Capital Advisors Growth Fund (CIAOX), a diversified open-end investment company. Capital Advisors is a fiduciary under the Investment Advisers Act of 1940, acting in the best interests of clients and avoiding conflicts of interest. The firm's fee structure includes a percentage of assets under management for investment advisory services and financial planning services. Clients are required to have a minimum account size of $500,000, which is negotiable. Capital Advisors does not receive any formal economic benefits other than normal compensation for providing investment advice. The firm does not have custody of client funds or securities, and clients receive quarterly account statements from the custodian. Capital Advisors may accept limited power of attorney to act on a discretionary basis for clients and votes proxies for securities under its discretionary authority. The firm has no financial commitments impairing its ability to meet client commitments and has not been subject to a bankruptcy proceeding.
$4,245,271,614 under management
59 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Vista Investment Partners LLC
Vista Investment Partners LLC, established in 2016, offers financial planning and portfolio management services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm develops a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Clients can opt for discretionary or non-discretionary portfolio management, with discretionary clients granting Vista authority to manage their investments without prior consultation. Vista may utilize Separate Account Managers to offer a variety of manager styles and investment strategies. The firm primarily invests in mutual funds, ETFs, stocks, fixed income securities, and other investments, using fundamental analysis to select investments. Vista's fee structure includes management fees based on a percentage of assets under management, with financial planning services offered at no additional fee for clients with assets over $1,000,000. The firm does not have performance-based fees and does not vote proxies for client securities. Vista does not have any disciplinary events to report and engages in best execution practices when selecting brokers. The firm may receive economic benefits from custodians Raymond James and TD Ameritrade, with fees separate from internal fees and expenses. Clients are advised to review account statements and reports provided by custodians for accuracy.
$705,878,735 under management
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Jackson Hole Capital Partners, LLC
Jackson Hole Capital Partners, LLC is a registered investment advisor based in Tulsa, OK, established in 2016. The firm offers investment advisory and management services to individual and institutional clients, including individuals, families, institutions, corporations, and private funds. Services include asset management, financial planning, and investment selection tailored to each client's specific needs. The firm manages client portfolios on a discretionary and non-discretionary basis, with a minimum investment amount of $2 million, which may be waived at the firm's discretion. Fees are based on a percentage of assets under management, ranging from 0.25% to 1.00%. The firm does not participate in wrap fee programs and charges fixed consulting fees. Jackson Hole Capital Partners follows a variety of investment strategies, including core equity, dividend, global opportunities, fixed income, master limited partnerships, options, and passive investment strategies. The firm also manages private investment funds, investing in various alternative strategies. Clients' assets are held at independent custodians, and the firm provides regular account reviews and reporting. Jackson Hole Capital Partners acts as a fiduciary, voting proxies on behalf of clients and maintaining a Code of Ethics to ensure client interests are prioritized. The firm does not receive compensation from other investment advisors and does not engage in soft dollar arrangements. Clients can request documentation on how specific proxies were voted on their behalf. The firm does not require prepayment of fees exceeding $1,200 per client.
$501,529,857 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Warburton Capital Management, LLC
Warburton Capital Management, LLC, established in 2006, is a registered investment advisor specializing in personalized investment advisory services, asset management, and financial planning. The firm, led by majority owner Thomas K. Warburton, operates under the U.S. Securities and Exchange Commission since 2013. As fiduciaries, they are committed to acting in clients' best interests, providing services such as continuous asset management and financial planning, including pension plan consulting. Clients' assets, totaling $701.1 million as of January 30, 2025, are managed on a discretionary basis, with fees ranging from 0.30% to 1.25% based on the account value. The firm primarily recommends mutual funds and ETFs, following a passive investment methodology. Clients have the ability to impose restrictions on their accounts, and the firm reviews managed accounts quarterly. Warburton Capital Management has a business continuity plan in place and maintains a strict customer privacy policy, safeguarding client information and only sharing it as permitted by law.
$497,694,147 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Melia Wealth LLC
Melia Wealth LLC, established in 2009, specializes in providing investment supervisory services, including asset management services. The firm offers discretionary direct asset management services tailored to individual client investment goals, time horizons, objectives, and risk tolerance. Clients authorize Melia Wealth to execute selected investment program transactions based on the agreed-upon Investment Advisory Agreement. As of March 31, 2025, the firm manages approximately $509,547,471 of client assets on a discretionary basis. Melia Wealth charges a monthly management fee of 0.0833% of the "Ending Value" reported on the CHARLES SCHWAB & CO., INC. Monthly Account Statement. Clients must consent to the direct debiting of management fees from their accounts, which are reflected on custodial account statements. The firm primarily serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Melia Wealth requires a minimum account size of $100,000, which may be waived at the firm's discretion. The investment strategy is based on client objectives and may include fundamental, technical, and cyclical analysis. Risks involved in investing are disclosed, including interest-rate risk, market risk, inflation risk, currency risk, reinvestment risk, business risk, liquidity risk, and financial risk. Melia Wealth does not receive external compensation for the sale of securities to clients and does not engage in performance-based fees. The firm's employees adhere to a Code of Ethics and do not recommend securities in which they have a material financial interest. Clients receive written account statements quarterly, and the firm does not vote proxies on securities. Melia Wealth does not have any financial conditions impairing its ability to meet client commitments or bankruptcy petitions in the past ten years.
$409,429,767 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Everpar Advisors LLC
EverPar Advisors LLC is a financial advisor firm established in 2023, located in Tulsa, OK. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. EverPar Advisors LLC is owned by EverPar Holdings LLC, with key owners being Timothy Koski, Michael Christian, Craig Silberg, David Ellis, and Courtney Hoffman. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Clients can expect a minimum initial investment of $1,000,000 for Comprehensive Portfolio Management services. The firm's fee structure includes an annual fee not exceeding 1.99% for Asset Management and Comprehensive Portfolio Management services. EverPar Advisors LLC utilizes the sub-advisory services of third-party investment advisory firms to aid in implementing investment portfolios. The firm does not charge performance-based fees and does not engage in directed brokerage. Investment strategies employed by the firm include Asset Allocation, Fixed Income, Long-Term Purchases, Margin Transactions, Options, and Short-Term Purchases. EverPar Advisors LLC conducts annual reviews of client accounts for Asset Management, Comprehensive Portfolio Management, and Third Party Money Management clients. The firm does not accept proxy authority to vote client securities. Additionally, EverPar Advisors LLC does not provide financial information in the brochure due to specific criteria not being met. For more detailed information, clients are encouraged to contact the firm directly.
$405,983,921 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Bok Financial Advisors
Bok Financial Advisors is a financial advisory firm based in Tulsa, Oklahoma. It currently has approximately $401,506,245 of assets under management and employs about 155 people. Bok Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$401,506,245 under management
155 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Furnishes Advice About Securities In Any Manner Not Described Above.
Scissortail Wealth Management, LLC
Scissortail Wealth Management, LLC is a registered investment adviser based in Tulsa, Oklahoma, providing investment advisory services since November 2018. The firm offers discretionary and non-discretionary portfolio management, financial planning services, and financial consulting. Clients can expect a tailored approach based on their financial circumstances, goals, and risk tolerance. The firm may use methods such as charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory in investment strategies. Scissortail manages over $553 million in client assets on a discretionary basis and over $34 million on a non-discretionary basis as of December 31, 2024. Fees for portfolio management services are negotiable, generally up to 2% of assets annually, payable quarterly. Financial planning and consulting services are fixed fee-based, ranging from $250 to $30,000. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, corporations, trusts, estates, and charitable organizations. Scissortail does not vote proxies for client securities and does not vote on behalf of clients. The firm does not have any disciplinary events to report and does not have custody of client funds or securities. Scissortail does not vote proxies for client securities and does not vote on behalf of clients. The firm does not have any disciplinary events to report and does not have custody of client funds or securities.
$383,515,677 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Reuter James Wealth Management, LLC
FourPath Capital Management, LLC is a registered investment adviser providing personalized investment management and financial advisory services to individual and institutional investors. The firm, established in 2021, operates under the ownership of Kyle Reuter and Jeffrey James. FourPath offers various services, including investment and wealth management, financial planning, and consulting, tailored to clients' needs and goals. Clients can have their portfolios managed on a discretionary or non-discretionary basis, with a minimum initial investment of $1,000,000. The firm charges fees based on a graduated fee schedule for assets under management. FourPath may also engage Independent Managers to manage client assets, with fees set by the managers. The firm does not charge performance-based fees or participate in side-by-side management. Clients' assets are held by a qualified custodian, and FourPath has investment discretion over client accounts. The firm has no disciplinary information to report and does not pay referral fees. Clients receive regular account reviews and performance reports, and FourPath retains proxy voting authority for client securities. The firm does not require prepayment of fees exceeding $1,200 and has a sound financial condition. For more information, clients can contact FourPath at (405) 253-6080.
$317,792,826 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Oklahoma, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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