Research Report · 2026-06-30
Institutional Registered Investment Advisers in Oklahoma
SEC-registered investment advisers in Oklahoma ranked by reported institutional client assets.
Firms
61
Total AUM
$65.37B
Median AUM
$379.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | TULSA | 110774 | $15.23B | 47 | 2026-03-31 | → |
| 2 | CE INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 299786 | $5.91B | 17 | 2026-03-31 | → |
| 3 | EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY | 130475 | $5.98B | 116 | 2026-03-31 | → |
| 4 | CAPITAL ADVISORS, INC. | TULSA | 104643 | $7.43B | 69 | 2026-03-31 | → |
| 5 | RELATION WEALTH MANAGEMENT, INC. | TULSA | 329961 | $541.2M | 14 | 2026-05-31 | → |
| 6 | FULL SAIL CAPITAL, LLC | OKLAHOMA CITY | 291368 | $2.03B | 15 | 2025-06-30 | → |
| 7 | ALLEGIANT WEALTH ADVISORS, LLC | TULSA | 330239 | $1.17B | 3 | 2026-03-31 | → |
| 8 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | TULSA | 115220 | $1.30B | 6 | 2026-03-31 | → |
| 9 | FOURPATH CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 313573 | $1.06B | 6 | 2026-02-28 | → |
| 10 | ACCESS FINANCIAL RESOURCES INC. | OKLAHOMA CITY | 109495 | $410.6M | 9 | 2026-04-30 | → |
| 11 | INVESTRUST CONSULTING, LLC | OKLAHOMA CITY | 108037 | $588.2M | 10 | 2026-03-31 | → |
| 12 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 104511 | $1.63B | 11 | 2026-04-30 | → |
| 13 | CORPORATE CONSULTING GROUP, INC. | TULSA | 123761 | $240.8M | 2 | 2026-03-31 | → |
| 14 | WARBURTON CAPITAL MANAGEMENT, LLC | TULSA | 141969 | $786.6M | 7 | 2026-02-28 | → |
| 15 | OLISTICO WEALTH, LLC | TULSA | 315028 | $371.5M | 4 | 2026-03-31 | → |
| 16 | GIBRALTAR CAPITAL MANAGEMENT, INC. | TULSA | 122328 | $1.35B | 31 | 2026-06-30 | → |
| 17 | SUTTERFIELD FINANCIAL GROUP, INC. | BARTLESVILLE | 115652 | $274.4M | 32 | 2026-03-31 | → |
| 18 | THE STOLPER COMPANY L.L.C. | TULSA | 132962 | $356.3M | 6 | 2026-04-30 | → |
| 19 | JBR CO. FINANCIAL MANAGEMENT INC. | ARDMORE | 117600 | $318.3M | 5 | 2026-04-30 | → |
| 20 | TRITON FINANCIAL GROUP, INC | OKLAHOMA CITY | 309294 | $258.7M | 5 | 2026-03-31 | → |
| 21 | JACKSON HOLE CAPITAL PARTNERS, LLC | TULSA | 285978 | $1.09B | 6 | 2026-03-31 | → |
| 22 | TULSA WEALTH ADVISORS, INC. | TULSA | 337956 | $1.54B | 27 | 2026-03-31 | → |
| 23 | PINNACLE HOLDINGS, LLC | TULSA | 108086 | $508.3M | 7 | 2026-03-31 | → |
| 24 | SERAPH CAPITAL ASSOCIATES, LLC | BARTLESVILLE | 165754 | $90.3M | 1 | 2026-03-31 | → |
| 25 | VISTA INVESTMENT PARTNERS LLC | OKLAHOMA CITY | 286014 | $610.6M | 9 | 2026-05-31 | → |
| 26 | BOK FINANCIAL SECURITIES, INC. | TULSA | 17530 | $1.06B | 165 | 2026-03-31 | → |
| 27 | RETIREMENT INVESTMENT ADVISORS INC | OKLAHOMA CITY | 106316 | $1.49B | 15 | 2026-03-31 | → |
| 28 | ARK & TLK INVESTMENTS, LLC | OKLAHOMA CITY | 205512 | $751.4M | 10 | 2026-06-30 | → |
| 29 | JM2 CAPITAL INC. | EDMOND | 292351 | $238.4M | 8 | 2026-03-31 | → |
| 30 | LIG CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 130489 | $250.4M | 4 | 2026-04-30 | → |
| 31 | WINDLE WEALTH, LLC | OKLAHOMA CITY | 285653 | $251.0M | 3 | 2026-03-31 | → |
| 32 | L&S PRIVATE WEALTH, LLC | OKLAHOMA CITY | 339946 | $108.5M | 1 | 2026-04-30 | → |
| 33 | EVERPAR ADVISORS LLC | TULSA | 326468 | $587.8M | 9 | 2026-02-28 | → |
| 34 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | BETHANY | 217514 | $167.1M | 2 | 2026-06-30 | → |
| 35 | CADENT CAPITAL ADVISORS, LLC | TULSA | 169704 | $785.8M | 15 | 2026-05-31 | → |
| 36 | SERVO WEALTH MANAGEMENT LLC | OKLAHOMA CITY | 159367 | $173.8M | 1 | 2026-03-31 | → |
| 37 | STREETER MOORE & STIPE LLC | TULSA | 118588 | $219.1M | 5 | 2026-03-31 | → |
| 38 | COWA, LLC | TULSA | 297180 | $529.4M | 6 | 2026-03-31 | → |
| 39 | 10ELMS LLP | TULSA | 323398 | $120.6M | 5 | 2026-03-31 | → |
| 40 | XXEC INC | TULSA | 108886 | $137.5M | 4 | 2026-06-30 | → |
| 41 | SCISSORTAIL WEALTH MANAGEMENT, LLC | TULSA | 297761 | $568.2M | 13 | 2026-04-30 | → |
| 42 | DISCIPLINED INVESTMENTS, LLC | TULSA | 129696 | $592.8M | 10 | 2026-04-30 | → |
| 43 | BISON CAPITAL ADVISORS, LLC | OKLAHOMA CITY | 306471 | $250.0M | 4 | 2025-05-31 | → |
| 44 | G. DEWAYNE MCANALLY, LLC | OKLAHOMA CITY | 118511 | $170.1M | 6 | 2026-03-31 | → |
| 45 | MITCHELL & PAHL PRIVATE WEALTH, LLC | OKLAHOMA CITY | 307625 | $449.9M | 4 | 2026-02-28 | → |
| 46 | COMPASS CAPITAL MANAGEMENT, LLC | MCALESTER | 150170 | $119.0M | 10 | 2026-02-28 | → |
| 47 | FORGE FINANCIAL SERVICES, LLC | EDMOND | 306480 | $1.46B | 15 | 2026-03-31 | → |
| 48 | SUSTAINABLE ADVISORS ALLIANCE LLC | TULSA | 312061 | $234.8M | 8 | 2026-04-30 | → |
| 49 | MCGUIRE CAPITAL ADVISORS, INC. | BETHANY | 164549 | $202.4M | 5 | 2026-06-30 | → |
| 50 | DRAWBRIDGE CAPITAL, LLC | TULSA | 128636 | $224.6M | 10 | 2026-06-30 | → |
| 51 | BURK HOLDINGS LLC | TULSA | 305300 | $379.9M | 8 | 2026-03-31 | → |
| 52 | SAGEOAK FINANCIAL, LLC | TULSA | 166927 | $174.8M | 3 | 2026-03-31 | → |
| 53 | MELIORA CAPITAL, LLC | TULSA | 172367 | $174.8M | 3 | 2026-03-31 | → |
| 54 | EPIC WEALTH MANAGEMENT, LLC | OKLAHOMA CITY | 297643 | $120.8M | 5 | 2026-03-31 | → |
| 55 | THE LEGACY FINANCIAL GROUP, INC. | TULSA | 135059 | $590.7M | 9 | 2026-03-31 | → |
| 56 | TRANSCENDENT CAPITAL GROUP LLC | EDMOND | 316872 | $360.7M | 11 | 2026-02-28 | → |
| 57 | ASSET MANAGEMENT ADVISORS, LLC | OKLAHOMA CITY | 111309 | $221.3M | 2 | 2026-02-28 | → |
| 58 | R.J. CLOUD ADVISORS & COMPANY | BIXBY | 289371 | $171.3M | 3 | 2026-01-31 | → |
| 59 | NATIVE AMERICAN FUND ADVISORS LLC | TULSA | 108149 | $38.9M | 6 | 2026-04-30 | → |
| 60 | GADDIS PREMIER WEALTH ADVISORS LLC | DURANT | 317837 | $368.5M | 16 | 2026-04-30 | → |
| 61 | MELIA GROUP LLC | TULSA | 145402 | $560.1M | 7 | 2026-06-30 | → |
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