Find Top Financial Advisors in Oklahoma City, Oklahoma

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 - 23-May-2023

Oklahoma City has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 103 non-vetted advisors in your local area. These financial advisors in Oklahoma City , Oklahoma have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Oklahoma City , Oklahoma mentioned below does 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
Lora Rolin
119 W Main St,
Purcell, OK 73080
20 Years $33,000,000 $250,000 Not Specified

Are you a Financial Advisor in Oklahoma City?

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

Information on Qualified Financial Advisors in Oklahoma City, Oklahoma

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

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

Customer Reviews

Top Financial Advisor Firms in Oklahoma City, Oklahoma (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
201 Robert S. Kerr, Suite 510, Oklahoma City, OK 73102-4202
12 5822 $1,795,478,023
A percentage of AUM, Hourly charges, Fixed fees
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118
15 2720 $771,540,297
A percentage of AUM, Fixed fees
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
17 347 $542,117,988
A percentage of AUM, Hourly charges, Fixed fees
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, OK 73142
3 1239 $450,977,173
A percentage of AUM, Hourly charges, Fixed fees
13921 Quail Pointe Drive, Oklahoma City, OK 73134
5 948 $430,350,000
A percentage of AUM, Fixed fees
9112 N. Kelley Avenue, Suite B-2, Oklahoma City, OK 73131
9 223 $382,790,814
A percentage of AUM, Fixed fees
1001 Nw 71st Street, Suite 4, Oklahoma City, OK 73116
4 890 $349,642,094
A percentage of AUM, Hourly charges, Fixed fees
621 N. Robinson Avenue, Suite 550, Oklahoma City, OK 73102
14 11 $335,588,620
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116
9 2163 $289,353,931
A percentage of AUM, Hourly charges, Fixed fees
14614 Bogert Parkway, Oklahoma City, OK 73134
8 936 $274,853,195
A percentage of AUM, Hourly charges, Fixed fees
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105
17 2190 $244,243,310
A percentage of AUM
6307 Waterford Blvd., Suite 200, Oklahoma City, OK 73118-1117
2 239 $183,684,314
A percentage of AUM
2919 United Founders Blvd., Oklahoma City, OK 73112
3 338 $171,654,780
A percentage of AUM, Hourly charges
5740 Nw 132nd St., Oklahoma City, OK 73142
1 580 $133,262,616
A percentage of AUM, Hourly charges
5909 Nw Expressway, Suite 165, Oklahoma City, OK 73132
6 732 $125,904,704
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
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 405-841-3998
    2932 NW 122nd, Suite 19, Oklahoma City, OK  73120 405-840-0028
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 580-319-4897
    5400 N Grand Blvd, Ste 410, Oklahoma City, OK  73112 405-942-3766
    6420 N Santa Fe Ave, Ste A, Oklahoma City, OK  73116 405-286-5111
    9104 N Kelley Ave, Oklahoma City, OK  73131 405-286-4300
    3030 NW Expy, Ste 1400, Oklahoma City, OK  73112 405-605-0224
    3030 NW Expy, Ste 1400, Oklahoma City, OK  73112 405-605-0224
    3030 NW Expy, Ste 1400, Oklahoma City, OK  73112 405-605-0224
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 405-843-3326

      Select other cities around Oklahoma City, Oklahoma to broaden your search for a financial advisor

      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?