Top 10 advisors in Oklahoma City
We’ve curated a list of the best financial advisors in Oklahoma City, take a look at it below
Find an advisor in Oklahoma City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $5,687,316,000 | 9 advisors | ||
| 2 | $5,373,195,683 | 17 advisors | ||
| 3 | $1,151,045,152 | 14 advisors | ||
| 4 | $705,878,735 | 9 advisors | ||
| 5 | $495,814,245 | 12 advisors | ||
| 6 | $317,792,826 | 3 advisors | ||
| 7 | $317,099,601 | 10 advisors | ||
| 8 | $286,550,251 | 4 advisors | ||
| 9 | $278,087,454 | 9 advisors | ||
| 10 | $242,254,517 | 17 advisors |
How we came up with this list
To generate our top financial advisors list in Oklahoma City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oklahoma City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Exchange Traded Concepts, LLC
Assets under management
$5,687,316,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
2. Ce Investment Management, LLC
Assets under management
$5,373,195,683
Fee structure
A percentage of assets under your management
Services offered
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
3. Caption Management, LLC
Assets under management
$1,151,045,152
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Vista Investment Partners LLC
Assets under management
$705,878,735
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)
5. Acorn Growth Companies, LLC
Assets under management
$495,814,245
Fee structure
A percentage of assets under your management
Performance-based fees
EBITDA FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Reuter James Wealth Management, LLC
Assets under management
$317,792,826
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
- Not sure which one to choose?Use our smart matching tool
7. Castlepoint Wealth Advisors
Assets under management
$317,099,601
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
8. Mitchell & Pahl Private Wealth
Assets under management
$286,550,251
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
9. Access Financial Resources Inc.
Assets under management
$278,087,454
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
- Not sure which one to choose?Use our smart matching tool
10. Plan Group Financial, Inc.
Assets under management
$242,254,517
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
Your first meeting is free.