Research Report · 2026-06-30
Largest Registered Investment Advisers in Oklahoma City
Oklahoma City SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
33
Total AUM
$53.90B
Median AUM
$258.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | OKLAHOMA CITY | 151197 | $22.95B | 16 | 2026-02-28 | → |
| 2 | EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY | 130475 | $5.98B | 116 | 2026-03-31 | → |
| 3 | CE INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 299786 | $5.91B | 17 | 2026-03-31 | → |
| 4 | CAPTION MANAGEMENT, LLC | OKLAHOMA CITY | 173841 | $3.41B | 22 | 2026-03-31 | → |
| 5 | WARWICK INVESTMENT GROUP, LLC | OKLAHOMA CITY | 226670 | $2.05B | 82 | 2026-03-31 | → |
| 6 | FULL SAIL CAPITAL, LLC | OKLAHOMA CITY | 291368 | $2.03B | 15 | 2025-06-30 | → |
| 7 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 104511 | $1.63B | 11 | 2026-04-30 | → |
| 8 | RETIREMENT INVESTMENT ADVISORS INC | OKLAHOMA CITY | 106316 | $1.49B | 15 | 2026-03-31 | → |
| 9 | FOURPATH CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 313573 | $1.06B | 6 | 2026-02-28 | → |
| 10 | ACORN GROWTH COMPANIES, LC | OKLAHOMA CITY | 164499 | $893.2M | 21 | 2026-05-31 | → |
| 11 | ARK & TLK INVESTMENTS, LLC | OKLAHOMA CITY | 205512 | $751.4M | 10 | 2026-06-30 | → |
| 12 | PLAN GROUP FINANCIAL, INC. | OKLAHOMA CITY | 116508 | $690.3M | 29 | 2026-04-30 | → |
| 13 | VISTA INVESTMENT PARTNERS LLC | OKLAHOMA CITY | 286014 | $610.6M | 9 | 2026-05-31 | → |
| 14 | INVESTRUST CONSULTING, LLC | OKLAHOMA CITY | 108037 | $588.2M | 10 | 2026-03-31 | → |
| 15 | MITCHELL & PAHL PRIVATE WEALTH, LLC | OKLAHOMA CITY | 307625 | $449.9M | 4 | 2026-02-28 | → |
| 16 | ACCESS FINANCIAL RESOURCES INC. | OKLAHOMA CITY | 109495 | $410.6M | 9 | 2026-04-30 | → |
| 17 | TRITON FINANCIAL GROUP, INC | OKLAHOMA CITY | 309294 | $258.7M | 5 | 2026-03-31 | → |
| 18 | HUMPHREYS CAPITAL, LLC | OKLAHOMA CITY | 309323 | $252.4M | 20 | 2026-04-30 | → |
| 19 | WINDLE WEALTH, LLC | OKLAHOMA CITY | 285653 | $251.0M | 3 | 2026-03-31 | → |
| 20 | LIG CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 130489 | $250.4M | 4 | 2026-04-30 | → |
| 21 | BISON CAPITAL ADVISORS, LLC | OKLAHOMA CITY | 306471 | $250.0M | 4 | 2025-05-31 | → |
| 22 | ADAPTATION FINANCIAL ADVISORS INC. | OKLAHOMA CITY | 309192 | $233.6M | 4 | 2026-05-31 | → |
| 23 | ASSET MANAGEMENT ADVISORS, LLC | OKLAHOMA CITY | 111309 | $221.3M | 2 | 2026-02-28 | → |
| 24 | REDSTONE WEALTH MANAGEMENT, LLC | OKLAHOMA CITY | 311525 | $187.7M | 10 | 2026-02-28 | → |
| 25 | COMPREHENSIVE FINANCIAL PLANNING INC | OKLAHOMA CITY | 109822 | $176.0M | 2 | 2026-03-31 | → |
| 26 | SERVO WEALTH MANAGEMENT LLC | OKLAHOMA CITY | 159367 | $173.8M | 1 | 2026-03-31 | → |
| 27 | G. DEWAYNE MCANALLY, LLC | OKLAHOMA CITY | 118511 | $170.1M | 6 | 2026-03-31 | → |
| 28 | F.I.G. FINANCIAL ADVISORY SERVICES, INC. | OKLAHOMA CITY | 105506 | $162.4M | 3 | 2026-04-30 | → |
| 29 | EPIC WEALTH MANAGEMENT, LLC | OKLAHOMA CITY | 297643 | $120.8M | 5 | 2026-03-31 | → |
| 30 | L&S PRIVATE WEALTH, LLC | OKLAHOMA CITY | 339946 | $108.5M | 1 | 2026-04-30 | → |
| 31 | CANAAN NATURAL GAS MANAGEMENT, LLC | OKLAHOMA CITY | 161801 | $65.0M | 1 | 2025-03-31 | → |
| 32 | PRAESIDIAN CAPITAL MANAGEMENT II, LLC | OKLAHOMA CITY | 161417 | $62.7M | 8 | 2025-03-31 | → |
| 33 | EVEN HERD LLC | OKLAHOMA CITY | 329728 | $55.9M | 2 | 2026-03-31 | → |
Related Lists
Sleeve33 firms · 2026-06-30