Top 10 financial advisors in Oklahoma City, OK
We've curated a list of the best financial advisors in Oklahoma City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $705,878,735 Number of advisors 9 advisors | |||
| 2 | Assets under management $317,792,826 Number of advisors 3 advisors | |||
| 3 | Assets under management $317,099,601 Number of advisors 10 advisors | |||
| 4 | Assets under management $286,550,251 Number of advisors 4 advisors | |||
| 5 | Assets under management $278,087,454 Number of advisors 9 advisors | |||
| 6 | Assets under management $242,254,517 Number of advisors 17 advisors | |||
| 7 | Assets under management $185,400,000 Number of advisors 4 advisors | |||
| 8 | Assets under management $182,869,857 Number of advisors 4 advisors | |||
| 9 | Assets under management $146,889,040 Number of advisors 2 advisors | |||
| 10 | Assets under management $111,338,770 Number of advisors 6 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 City, 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.
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)
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
Castlepoint Wealth Advisors
Castlepoint Wealth Advisors is a financial advisory firm based in Oklahoma City, Oklahoma. It currently has approximately $317,099,601 of assets under management and employs about 10 people. Castlepoint Wealth Advisors uses a fee structure of a percentage of assets under your management and hourly charges.
$317,099,601 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth, LLC is a fee-only registered investment adviser founded in 2020 by Brian D. Mitchell and Candace Pahl. The firm specializes in providing personalized investment management and financial advisory services to individual investors, high net worth individuals, trusts, businesses, and charitable organizations. Mitchell & Pahl operates under a fiduciary standard of care, offering portfolio management, financial planning, and wealth management services on a discretionary and non-discretionary basis. The firm's investment strategies are tailored to each client's risk profile and financial goals, focusing on a tax-efficient and cost-effective asset allocation strategy. Clients may engage Mitchell & Pahl for financial planning and consulting services on an hourly, fixed rate, or project basis. The firm does not charge performance-based fees or participate in side-by-side management. Mitchell & Pahl has no disciplinary information to report and does not pay referral fees. The firm has custody arrangements with a qualified custodian, First Clearing, and exercises investment discretion with clients' securities accounts. Clients receive monthly or quarterly account statements directly from the custodian. Mitchell & Pahl's financial condition is stable, with no financial commitments that could impair client commitments.
$286,550,251 under management
4 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
Selection Of Other Advisers
Access Financial Resources Inc.
Access Financial Resources, Inc. is a registered investment adviser based in Oklahoma City, Oklahoma, founded in 1991. The firm offers personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include financial objective determination, cash flow management, tax planning, insurance review, asset management, education funding, retirement planning, and estate planning. AFR operates as a "fee-based" firm, providing objective advice on various asset vehicles for a fee paid by clients. Investment advice is offered through non-discretionary or discretionary authority, allowing clients to control their investments. AFR's investment strategies include strategic asset allocation, core and satellite approach, and global diversification. The firm manages approximately $323 million in assets, with fees based on a percentage of assets under management. AFR's fee structure is negotiable, with hourly charges for financial planning services and asset-based percentage fees for investment advisory services. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive account statements directly from custodians, and AFR does not vote proxies on behalf of clients. AFR maintains an information security program and a Business Continuity Plan to safeguard client information and ensure business continuity in case of disruptions.
$278,087,454 under management
9 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
Educational Seminars/workshops
Plan Group Financial, Inc.
Plan Group Financial, Inc., established in 1996, is an investment advisory firm based in Oklahoma City, OK. The firm offers Investment Management and Financial Consultation services tailored to individual client goals, risk tolerance, and time horizons. Clients may impose restrictions on investments, but typically grant discretionary authority to manage their accounts. The firm manages over $538 million in discretionary assets and provides retirement plan consulting services. Fees are based on a percentage of assets under management, with negotiable rates. Plan Group may utilize third-party managers and charges additional fees for services like fee-based financial plans. The firm does not accept performance-based fees and primarily works with individuals, trusts, and businesses with no minimum account size. Investment strategies include model portfolios, fundamental and technical analysis, and may involve non-traded securities or separately managed accounts. Plan Group does not vote proxies and does not have any financial conditions that could impact client commitments. The firm discloses potential conflicts of interest related to insurance product sales and compensation received from third parties. Clients receive quarterly evaluation reports and annual account review meetings.
$242,254,517 under management
17 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
Selection Of Other Advisers
Bison Capital Advisors, LLC
Bison Capital Advisors, LLC is a registered investment adviser based in Oklahoma City, offering a wrap fee program for clients seeking investment advisory services. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients can expect tailored investment strategies aligned with their financial goals, risk tolerance, and time horizons. The wrap fee program allows clients to pay a single fee covering advisory services and custodial transaction costs, with our firm absorbing individual transaction charges. The fee schedule varies based on the type of assets managed, with annualized fees billed quarterly. The minimum account balance required for the Wrap Asset Management service is $500,000. The firm's in-house licensed investment adviser representatives manage all accounts, conducting fundamental analysis and asset allocation to balance risk and reward. Clients have the freedom to place reasonable restrictions on their portfolios. The firm does not charge performance-based fees and does not recommend other wrap fee programs. Clients can contact their portfolio managers directly with any questions or concerns. Bison Capital Advisors maintains high ethical standards, with a Code of Ethics ensuring fair and transparent practices. The firm conducts regular reviews of client accounts and does not pay referral fees. Financial information is not provided as the firm meets specific criteria ensuring financial stability and client protection.
$185,400,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Miller Private Wealth LLC
Miller Private Wealth LLC is a registered investment adviser specializing in providing investment advice through the Wrap Fee Program. Established in 2019, the firm, led by Tracy Miller, offers continuous supervisory services on a discretionary basis, focusing on individual investment goals, time horizons, and risk tolerance. Clients authorize discretionary authority for investment transactions based on their objectives. The firm may engage sub-advisors when appropriate, with fees bundled in the Program fee. Clients can participate in a tiered fee schedule based on assets under management, ranging from 1.50% to 1.00% annually. The fee structure includes ongoing portfolio management services, asset allocation, and monitoring. MPW offers both Wrap Fee and Non-Wrap Fee Programs, providing options based on client needs. The firm practices a nimble trading strategy to grow assets during up trends and protect principal during down trends. MPW does not require a minimum initial investment and generally serves individuals or high net worth clients. The firm's investment philosophy involves fundamental and technical analysis, focusing on capital appreciation and risk management. Tracy Miller, a CFP®, ChFC®, CLU®, leads the firm with extensive experience in the financial industry. Additionally, the firm's Code of Ethics ensures the best interests of clients are prioritized. Clients receive quarterly performance reports and have access to Tracy Miller for any inquiries or consultations.
$182,869,857 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Asset Management Advisors, LLC
Asset Management Advisors, LLC, established in 1996 by Jerry M. Williams and Scott G. Davis, specializes in providing "Family Office" services to related families and individual investors. The firm manages approximately $197,677,000 in assets for 103 clients, with a minimum investment requirement of $1,000,000. They offer investment management services with a total return objective, investing in stocks, bonds, ETFs, and mutual funds. Client securities are held at Charles Schwab & Co., Inc. AMA charges a tiered fee structure based on assets under management, starting at 1.00% for the first $1,000,000. The firm is fee-only and does not charge a minimum annual fee. AMA uses fundamental analysis and a value investing approach, focusing on long-term performance and limiting the risk of permanent capital loss. Clients have full discretion over their accounts, with AMA having the authority to trade on their behalf. The firm does not receive soft dollars and does not use performance-based fees. AMA's owners, Jerry M. Williams and Laura A. Roy, are both Certified Public Accountants. Williams has a Juris Doctor degree and Roy holds a Bachelor of Business Administration and Master of Accountancy. The firm's employees adhere to a Code of Ethics and are subject to quarterly personal trading reviews. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker. - 16 -
$146,889,040 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
G. Dewayne Mcanally
G. DeWayne McAnally, LLC is a financial advisor firm established in Oklahoma City. The firm specializes in offering a wrap fee program called Navigator Plus Wrap Fee Program, providing portfolio management services, custodial services, and transaction/commission costs for a bundled fee. GDM offers discretionary investment advice tailored to clients' needs and investment objectives. Clients grant discretionary authority to manage their accounts, allowing GDM to make specific investment decisions without prior approval for each transaction. The firm constructs diversified portfolios using mutual funds, ETFs, bonds, equities, and other investment tools. Management fees are charged based on a percentage of assets under management, with fees ranging from 0.90% to 1.35% depending on the account size. Clients have the option to pay fees directly or have them deducted from their accounts. GDM's investment strategies include long-term purchases, short-term purchases, trading, and option writing. The firm uses fundamental, technical, cyclical, and charting methods of analysis to formulate investment advice. GDM does not vote proxies, and clients are responsible for voting proxies. The firm's code of ethics focuses on fiduciary duty, personal securities transactions, insider trading, gifts, and conflicts of interest. GDM executes transactions through Charles Schwab & Co., Inc., and receives additional benefits from Schwab. The firm may receive compensation from vendors, and certain personnel are licensed as independent insurance agents, earning commission-based compensation for selling insurance products. GDM does not have any financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.
$111,338,770 under management
6 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)
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 City, 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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