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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
WILLO FINANCIAL GROUP
119 W Main St,
Purcell, OK 73080
20 Years $33,000,000 $250,000 Not Specified

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Information on Qualified Financial Advisors in Oklahoma City, 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

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
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
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
VISTA INVESTMENT PARTNERS LLC
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118
15 2720 $771,540,297
A percentage of AUM, Fixed fees
PHILLIPS CAPITAL ADVISORS, INC.
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
17 347 $542,117,988
A percentage of AUM, Hourly charges, Fixed fees
REUTER JAMES WEALTH MANAGEMENT, LLC
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, OK 73142
3 1239 $450,977,173
A percentage of AUM, Hourly charges, Fixed fees
ALIGN WEALTH MANAGEMENT, LLC
13921 Quail Pointe Drive, Oklahoma City, OK 73134
5 948 $430,350,000
A percentage of AUM, Fixed fees
CASTLEPOINT WEALTH ADVISORS
9112 N. Kelley Avenue, Suite B-2, Oklahoma City, OK 73131
9 223 $382,790,814
A percentage of AUM, Fixed fees
MITCHELL & PAHL PRIVATE WEALTH
1001 Nw 71st Street, Suite 4, Oklahoma City, OK 73116
4 890 $349,642,094
A percentage of AUM, Hourly charges, Fixed fees
ACORN GROWTH COMPANIES, LLC
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)
ACCESS FINANCIAL RESOURCES INC.
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116
9 2163 $289,353,931
A percentage of AUM, Hourly charges, Fixed fees
CAPSTONE TRITON FINANCIAL GROUP LLC
14614 Bogert Parkway, Oklahoma City, OK 73134
8 936 $274,853,195
A percentage of AUM, Hourly charges, Fixed fees
PLAN GROUP FINANCIAL, INC.
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105
17 2190 $244,243,310
A percentage of AUM
ASSET MANAGEMENT ADVISORS, LLC
6307 Waterford Blvd., Suite 200, Oklahoma City, OK 73118-1117
2 239 $183,684,314
A percentage of AUM
COMPREHENSIVE FINANCIAL PLANNING INC
2919 United Founders Blvd., Oklahoma City, OK 73112
3 338 $171,654,780
A percentage of AUM, Hourly charges
WINDLE WEALTH
5740 Nw 132nd St., Oklahoma City, OK 73142
1 580 $133,262,616
A percentage of AUM, Hourly charges
G. DEWAYNE MCANALLY
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.

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