Top financial advisors in Edmond, OK
We've curated a list of the best financial advisors in Edmond, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $241,250,484 Number of advisors 10 advisors | |||
| 2 | Assets under management $131,593,680 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 Edmond, 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.
Transcendent Capital Group
Transcendent Capital Group LLC is a Registered Investment Adviser based in Edmond, Oklahoma, founded in August 2021 by David Chad Ferrell and Bill Allen Johnson. The firm offers tailored investment advisory services, including asset allocation strategies, financial planning, and risk assessment. Clients can impose restrictions on investments and may choose between discretionary and non-discretionary services. The firm charges asset management fees based on a maximum annual rate of 2%, with fees assessed quarterly in advance. Financial planning services are charged through fixed fees or hourly arrangements, ranging from $150 to $250 per hour. TCG does not charge performance-based fees or participate in side-by-side management. The firm serves individuals, high net worth individuals, and corporations with no minimum account size requirement. TCG's investment strategies focus on asset allocation, dollar-cost averaging, technical analysis, and long-term purchases. The firm does not vote proxies on behalf of clients and does not have physical custody of client funds. Clients must grant written authorization for discretionary management. TCG does not compensate for client referrals and does not have financial impairment or bankruptcy history.
$241,250,484 under management
10 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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Bfg Wealth
Burnett Financial Group, Inc., operating as BFG Wealth, is an investment advisory firm based in Edmond, Oklahoma, established in 2003 and owned by BFG Holdings, Inc. The firm specializes in Comprehensive Portfolio Management and Pension Consulting services, acting as a fiduciary to always prioritize clients' best interests. They offer individualized investment advice with the option for clients to place restrictions on investments. The firm manages over $182 million in assets under management as of December 31, 2023, with a maximum annual fee of 1.50% for Comprehensive Portfolio Management. Clients may incur transaction charges and other expenses separately. The firm does not accept performance-based fees and does not engage in soft dollar arrangements. BFG Wealth recommends Charles Schwab & Co. Inc. as a custodian and broker, providing access to a wide range of investment products and services. The firm also has an arrangement with Fidelity Brokerage Services LLC for institutional platform services. Clients receive quarterly account reviews for Comprehensive Portfolio Management and ongoing services for Pension Consulting. The firm does not receive referral fees and does not have discretionary authority in selecting brokers. Clients have the option to grant investment discretion to the firm, and the firm does not accept proxy authority to vote client securities. Financial information such as a balance sheet or bankruptcy petition is not disclosed.
$131,593,680 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
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 Edmond, 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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