Research Report · 2026-06-30
Institutional Registered Investment Advisers in Oklahoma City
SEC-registered investment advisers in Oklahoma City ranked by reported institutional client assets.
Firms
20
Total AUM
$22.71B
Median AUM
$430.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CE INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 299786 | $5.91B | 17 | 2026-03-31 | → |
| 2 | EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY | 130475 | $5.98B | 116 | 2026-03-31 | → |
| 3 | FULL SAIL CAPITAL, LLC | OKLAHOMA CITY | 291368 | $2.03B | 15 | 2025-06-30 | → |
| 4 | FOURPATH CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 313573 | $1.06B | 6 | 2026-02-28 | → |
| 5 | ACCESS FINANCIAL RESOURCES INC. | OKLAHOMA CITY | 109495 | $410.6M | 9 | 2026-04-30 | → |
| 6 | INVESTRUST CONSULTING, LLC | OKLAHOMA CITY | 108037 | $588.2M | 10 | 2026-03-31 | → |
| 7 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 104511 | $1.63B | 11 | 2026-04-30 | → |
| 8 | TRITON FINANCIAL GROUP, INC | OKLAHOMA CITY | 309294 | $258.7M | 5 | 2026-03-31 | → |
| 9 | VISTA INVESTMENT PARTNERS LLC | OKLAHOMA CITY | 286014 | $610.6M | 9 | 2026-05-31 | → |
| 10 | RETIREMENT INVESTMENT ADVISORS INC | OKLAHOMA CITY | 106316 | $1.49B | 15 | 2026-03-31 | → |
| 11 | ARK & TLK INVESTMENTS, LLC | OKLAHOMA CITY | 205512 | $751.4M | 10 | 2026-06-30 | → |
| 12 | LIG CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 130489 | $250.4M | 4 | 2026-04-30 | → |
| 13 | WINDLE WEALTH, LLC | OKLAHOMA CITY | 285653 | $251.0M | 3 | 2026-03-31 | → |
| 14 | L&S PRIVATE WEALTH, LLC | OKLAHOMA CITY | 339946 | $108.5M | 1 | 2026-04-30 | → |
| 15 | SERVO WEALTH MANAGEMENT LLC | OKLAHOMA CITY | 159367 | $173.8M | 1 | 2026-03-31 | → |
| 16 | BISON CAPITAL ADVISORS, LLC | OKLAHOMA CITY | 306471 | $250.0M | 4 | 2025-05-31 | → |
| 17 | G. DEWAYNE MCANALLY, LLC | OKLAHOMA CITY | 118511 | $170.1M | 6 | 2026-03-31 | → |
| 18 | MITCHELL & PAHL PRIVATE WEALTH, LLC | OKLAHOMA CITY | 307625 | $449.9M | 4 | 2026-02-28 | → |
| 19 | EPIC WEALTH MANAGEMENT, LLC | OKLAHOMA CITY | 297643 | $120.8M | 5 | 2026-03-31 | → |
| 20 | ASSET MANAGEMENT ADVISORS, LLC | OKLAHOMA CITY | 111309 | $221.3M | 2 | 2026-02-28 | → |
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