Find Best Financial Advisors in Oklahoma

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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 - 21-Sep-2022

Oklahoma has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 599 non-vetted advisors in your local area. These financial advisors in Oklahoma have an average of 8 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
Charles Rapp
1601 Northwest Expressway,
Suite 1525,
Oklahoma City, OK 73118
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Oklahoma

Qualifications CRD# 6622644
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 1601 Northwest Expressway,
Suite 1525,
Oklahoma City,
Phone Number 405-607-7781

I became a financial planner because I saw firsthand in my family the pitfalls that people fall into when they don't plan for the financial decisions that come up in their lives. My goal is to help my clients succeed so they are prepared for any financial challenge that comes their way. Outside of work, I have an affinity for languages and the culinary arts.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

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
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
Reuter James Wealth Management, Llc
5025 Gaillardia Corporate Pl , Suite C2,
Oklahoma City, OK 73142
$450,977,173 1239 A percentage of AUM
Fixed fees
Mitchell & Pahl Private Wealth
1001 Nw 71st Street , Suite 4,
Oklahoma City, OK 73116
$349,642,094 890 A percentage of AUM
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
Scissortail Wealth Management, Llc
1203 East 33rd Street , Suite 100,
Tulsa, OK 74105
$334,215,972 1328 A percentage of AUM
Fixed fees
Council Oak Wealth Advisors
8801 South Yale Avenue , Suite 420,
Tulsa, OK 74137
$323,510,182 710 A percentage of AUM
Fixed fees
130 D Street Nw,
Ardmore, OK 73401
$230,000,000 1049 A percentage of AUM
Hourly charges
Fixed fees
Asset Management Advisors, Llc
6307 Waterford Blvd. , Suite 200,
Oklahoma City, OK 73118-1117
$183,684,314 239 A percentage of AUM
Fredric E. Russell Investment Management Co.
2200 South Utica Place , Suite 430,
Tulsa, OK 74114
$177,613,699 164 A percentage of AUM
Transcendent Capital Group
1008 South Bryant Avenue , Suite 250,
Edmond, OK 73034
$147,800,000 597 A percentage of AUM
Fixed fees
Bivin & Associates, Inc.
412 S. 14th,
Ponca City, OK 74601
$129,003,852 478 A percentage of AUM
Jm2 Capital Inc.
16340 Muirfield Place,
Edmond, OK 73013
$122,785,796 124 A percentage of AUM
Native American Fund Advisors Llc
233 South Detroit Avenue , Suite 100,
Tulsa, OK 74120
$53,017,122 3 A percentage of AUM
Gaddis Premier Wealth Advisors Llc
202 W Main,
Durant, OK 74701
$0 0 A percentage of AUM

    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
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      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.

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