Home
Financial Advisor
Oklahoma
Oklahoma City
EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS

Tel: 405-478-1971 9108 N. Kelley Avenue Oklahoma City, Oklahoma 73131

About EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS is a Oklahoma City, Oklahoma based financial advisory firm with nearly $5,015,687,471 in assets under management and provides investment advisory services for 10586 clients. There are currently 101 financial advisors at the firm.

General Information
Firm CRD#:

130475

Firm SEC#:

801-62789

Assets Under Management:

$5,015,687,471

No. of Clients:

10586

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (GENERAL CONSULTING)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Oklahoma?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Oklahoma, Oklahoma City

FirmCRD#:110774
SEC#:801-60138
No. of Advisors:50
No. of Clients:2265
AUM:$11,569,058,289
FirmCRD#:151197
SEC#:801-70485
No. of Advisors:17
No. of Clients:84
AUM:$10,174,416,057
FirmCRD#:299786
SEC#:801-116817
No. of Advisors:17
No. of Clients:6
AUM:$6,272,435,135
FirmCRD#:104643
SEC#:801-14050
No. of Advisors:59
No. of Clients:6518
AUM:$5,501,719,930
FirmCRD#:283878
SEC#:801-107803
No. of Advisors:20
No. of Clients:8
AUM:$3,464,024,447
FirmCRD#:111043
SEC#:801-45068
No. of Advisors:16
No. of Clients:24
AUM:$2,887,295,468
FirmCRD#:291368
SEC#:801-112427
No. of Advisors:16
No. of Clients:1609
AUM:$1,831,472,226
FirmCRD#:173841
SEC#:801-110893
No. of Advisors:16
No. of Clients:5
AUM:$1,706,753,895
FirmCRD#:226670
SEC#:801-96290
No. of Advisors:76
No. of Clients:4
AUM:$1,645,926,208
FirmCRD#:104511
SEC#:801-42549
No. of Advisors:11
No. of Clients:5627
AUM:$1,505,567,003
FirmCRD#:106316
SEC#:801-43702
No. of Advisors:20
No. of Clients:1335
AUM:$1,109,660,853
FirmCRD#:115959
SEC#:801-60804
No. of Advisors:10
No. of Clients:8
AUM:$1,019,033,329
FirmCRD#:306480
SEC#:801-117938
No. of Advisors:14
No. of Clients:6173
AUM:$1,008,864,970
FirmCRD#:313573
SEC#:801-120960
No. of Advisors:6
No. of Clients:2197
AUM:$931,104,788

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.