wiseradvisor

Find Best Financial Advisors in Oklahoma

Advisor Match Advisor Match

A densely populated state like Oklahoma has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Oklahoma and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Oklahoma
Last Updated - 24-Jan-2023

Oklahoma has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 610 non-vetted advisors in your local area. These financial advisors in Oklahoma have an average of 20 years of experience.

NOTE: The list of financial advisors in Oklahoma mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Oklahoma.

List of Qualified Financial Advisors in Oklahoma
Financial Advisor Experience AUM Minimum Assets Fee Structure
Lora Rolin
WILLO FINANCIAL GROUP
119 W Main St,
Purcell, OK 73080
20 $33,000,000 Not Specified Not Specified

Information on Qualified Financial Advisors in Oklahoma

Qualifications CRD# 4633286
Firm CRD# 173272
Series 65


Office Location 119 W Main St,
Purcell,
OK
73080
Phone Number 405-527-9711

Lora Rolin is an Investment Advisor Representative with Sound Income Strategies, LLC. With over 2 decades of experience in the financial industry, Lora specializes in Income Generating Investments, for those nearing or in retirement.

About WilLo Financial Group

WilLo Financial Group, LLC is a Financial Services firm specializing in Investing for Income for those in or nearing retirement.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Oklahoma (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
THE ADVISORY RESOURCE GROUP, LLC
4625 E. 91st Street,
Tulsa, OK 74137
$681,929,591 2256 A percentage of AUM
Hourly charges
CADENT CAPITAL ADVISORS, LLC
4525 East 91st Street,
Tulsa, OK 74137
$552,640,778 1198 A percentage of AUM
Hourly charges
Other (SELECTION OF OTHER ADVISERS FEES)
PHILLIPS CAPITAL ADVISORS, INC.
3401 Nw 63rd St. Ste 500,
Oklahoma City, OK 73116
$542,117,988 347 A percentage of AUM
Hourly charges
Fixed fees
ACORN GROWTH COMPANIES, LLC
621 N. Robinson Avenue , Suite 550,
Oklahoma City, OK 73102
$335,588,620 11 A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)
COUNCIL OAK WEALTH ADVISORS
8801 South Yale Avenue , Suite 420,
Tulsa, OK 74137
$323,510,182 710 A percentage of AUM
Hourly charges
Fixed fees
FMI
130 D Street Nw,
Ardmore, OK 73401
$230,000,000 1049 A percentage of AUM
Fixed fees
ASSET MANAGEMENT ADVISORS, LLC
6307 Waterford Blvd. , Suite 200,
Oklahoma City, OK 73118-1117
$183,684,314 239 A percentage of AUM
FINANCIAL SOLUTIONS, INC.
320 South Boston , Suite 1130,
Tulsa, OK 74103-4700
$181,665,735 8 A percentage of AUM
Performance Based
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
2200 South Utica Place , Suite 430,
Tulsa, OK 74114
$177,613,699 164 A percentage of AUM
HUGHES WARREN, INC.
16350 Muirfield Place,
Edmond, OK 73013
$163,638,189 725 A percentage of AUM
Hourly charges
BIVIN & ASSOCIATES, INC.
412 S. 14th,
Ponca City, OK 74601
$129,003,852 478 A percentage of AUM
Hourly charges
G. DEWAYNE MCANALLY
5909 Nw Expressway , Suite 165,
Oklahoma City, OK 73132
$125,904,704 732 A percentage of AUM
Hourly charges
Fixed fees
JM2 CAPITAL INC.
16340 Muirfield Place,
Edmond, OK 73013
$122,785,796 124 A percentage of AUM
Hourly charges
NATIVE AMERICAN FUND ADVISORS LLC
233 South Detroit Avenue , Suite 100,
Tulsa, OK 74120
$53,017,122 3 A percentage of AUM
Hourly charges
CORPORATE CONSULTING GROUP, INC.
320 South Boston Avenue , Suite 1130,
Tulsa, OK 74103-4700
$0 0 Hourly charges
Fixed fees

    List of Additional Advisors in Oklahoma*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Asset & Investment Advisors
    Inquire with Asset
    210 Peters Street, Suite A, Poteau, OK  74953 918-647-5700
    Brandt Brock
    Inquire with Brandt
    5018 E 68th St, Fl 1, Tulsa, OK  74136 918-270-1999
    Amy M. Million, AAMS
    Inquire with Amy
    505 Bonita Circle, Norman, OK  73072 405-397-4313
    Brenda S, Jagels
    Inquire with Brenda
    2200 S Utica Place, Suite 300, Tulsa, OK  74114 918-746-4803
    Bruce E Smith
    Inquire with Bruce
    701 SW Jennings Ave, Bartlesville, OK  74003 918-337-2772
    Adam H Carson
    Inquire with Adam
    581 Merchant Dr, Norman, OK  73069 405-360-8836
    Brian Bizjack
    Inquire with Brian
    2200 S Utica Place, Suite 300, Tulsa, OK  74114 918-744-4608
    Brock and Associates
    Inquire with Brock
    5018 E 68th St, Fl 1, Tulsa, OK  74136 918-270-1999
    Alexander Field
    Inquire with Alexander
    2200 S Utica Place, Suite 300, Tulsa, OK  74114 918-744-4659
    405 Advisor Group
    Inquire with 405
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 405-841-3998
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Oklahoma?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Select other cities in Oklahoma to broaden your search for a financial advisor

      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?