Find Top Financial Advisors in Oklahoma City, Oklahoma

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Oklahoma City, Oklahoma
Last Updated - 26-Nov-2022

Oklahoma City has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 100 non-vetted advisors in your local area. These financial advisors in Oklahoma City, Oklahoma have an average of 14 years of experience.

NOTE: The list of financial advisors in Oklahoma City, 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 City, Oklahoma.

Qualified Financial Advisors in Oklahoma City, 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
Lora Rolin
119 W Main St,
Purcell, OK 73080
20 $33,000,000 Not Specified Not Specified

Information on Qualified Financial Advisors in Oklahoma City

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.

Qualifications CRD# 4633286
Firm CRD# 173272
Series 65

Office Location 119 W Main St,
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 City, Oklahoma (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
201 Robert S. Kerr, Suite 510,
Oklahoma City, OK 73102-4202
$1,795,478,023 5822 A percentage of AUM
Hourly charges
Fixed fees
5601 North Classen Boulevard , Suite 101,
Oklahoma City, OK 73118
$771,540,297 2720 A percentage of AUM
Fixed fees
3401 Nw 63rd St. Ste 500,
Oklahoma City, OK 73116
$542,117,988 347 A percentage of AUM
Hourly charges
Fixed fees
5025 Gaillardia Corporate Pl , Suite C2,
Oklahoma City, OK 73142
$450,977,173 1239 A percentage of AUM
Hourly charges
Fixed fees
13921 Quail Pointe Drive,
Oklahoma City, OK 73134
$430,350,000 948 A percentage of AUM
Fixed fees
9112 N. Kelley Avenue , Suite B-2,
Oklahoma City, OK 73131
$382,790,814 223 A percentage of AUM
Fixed fees
1001 Nw 71st Street , Suite 4,
Oklahoma City, OK 73116
$349,642,094 890 A percentage of AUM
Hourly charges
Fixed fees
621 N. Robinson Avenue , Suite 550,
Oklahoma City, OK 73102
$335,588,620 11 A percentage of AUM
Performance Based
3621 Nw 63rd Street , Suite A-1,
Oklahoma City, OK 73116
$289,353,931 2163 A percentage of AUM
Hourly charges
Fixed fees
14614 Bogert Parkway,
Oklahoma City, OK 73134
$274,853,195 936 A percentage of AUM
Hourly charges
Fixed fees
6 Ne 63rd Street , Suite 240,
Oklahoma City, OK 73105
$244,243,310 2190 A percentage of AUM
6307 Waterford Blvd. , Suite 200,
Oklahoma City, OK 73118-1117
$183,684,314 239 A percentage of AUM
2919 United Founders Blvd.,
Oklahoma City, OK 73112
$171,654,780 338 A percentage of AUM
Hourly charges
5740 Nw 132nd St.,
Oklahoma City, OK 73142
$133,262,616 580 A percentage of AUM
Hourly charges
5909 Nw Expressway , Suite 165,
Oklahoma City, OK 73132
$125,904,704 732 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Oklahoma City, Oklahoma*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    405 Advisor Group
    Inquire with 405
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 405-841-3998
    Benchmark Financial Services, LLC.
    Inquire with Benchmark
    2932 NW 122nd, Suite 19, Oklahoma City, OK  73120 405-840-0028
    Betty Parkerson
    Inquire with Betty
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 580-319-4897
    Kelly Thompson
    Inquire with Kelly
    5400 N Grand Blvd, Ste 410, Oklahoma City, OK  73112 405-942-3766
    Stephen J Janzen
    Inquire with Stephen
    6420 N Santa Fe Ave, Ste A, Oklahoma City, OK  73116 405-286-5111
    Julie Marks
    Inquire with Julie
    9104 N Kelley Ave, Oklahoma City, OK  73131 405-286-4300
    Drew Self
    Inquire with Drew
    3030 NW Expy, Ste 1400, Oklahoma City, OK  73112 405-605-0224
    Williams, Self & Associates
    Inquire with Williams,
    3030 NW Expy, Ste 1400, Oklahoma City, OK  73112 405-605-0224
    Kyle Louis Williams
    Inquire with Kyle
    3030 NW Expy, Ste 1400, Oklahoma City, OK  73112 405-605-0224
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 405-843-3326
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      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?