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Find the Best Financial Advisors in Oklahoma

Oklahoma, known for its breathtaking scenery and booming economy in industries such as energy, aviation, and agriculture, is home to a population of over 3.9 million people. With a cost of living 12% lower than the national average, and 2,373 financial advisors found in the state, Oklahoma residents can take advantage of this affordable state by connecting with a trusted fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Oklahoma can help in your search. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc., the screened financial advisors in our network can provide ongoing guidance and personalized financial solutions to suit your needs.

Finding the Top Financial Advisor in Oklahoma

Last Updated - 14-Sep-2023

Oklahoma has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 633 non-vetted advisors in your local area. These financial advisors in Oklahoma have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in 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.

List of Qualified Financial Advisors in Oklahoma

Financial Advisor Experience AUM Minimum Assets Fee Structure
Thomas "Casey" Loper
2738 E 51st St Suite 200,
Tulsa, OK 74105
17 Years $92,000,000 $250,000 Fee-Based
Lora Rolin
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

Qualifications CRD# 5199516
Firm CRD# 164666
Series 7, 63

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location 2738 E 51st St Suite 200,
Phone Number 918-779-7338

T. Casey Loper started financial planning at the age of 22 in 2006. He was trained at a national Brokerage firm for the first 12 years of his career and specializes in generating low risk retirement income while growing the assets to combat inflation. Casey's team is growing and includes two CFA's that work off site. Casey has two children and lives in Midtown Tulsa.

About Cornerstone Wealth Management

Cornerstone Wealth Management

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

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 (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
4625 E. 91st Street, Tulsa, OK 74137
12 2256 $681,929,591
A percentage of AUM, Hourly charges
4525 East 91st Street, Tulsa, OK 74137
8 1198 $552,640,778
A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISERS FEES)
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116
17 347 $542,117,988
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)
8801 South Yale Avenue, Suite 420, Tulsa, OK 74137
6 710 $323,510,182
A percentage of AUM, Hourly charges, Fixed fees
130 D Street Nw, Ardmore, OK 73401
6 1049 $230,000,000
A percentage of AUM, Fixed fees
6307 Waterford Blvd., Suite 200, Oklahoma City, OK 73118-1117
2 239 $183,684,314
A percentage of AUM
320 South Boston, Suite 1130, Tulsa, OK 74103-4700
2 8 $181,665,735
A percentage of AUM, Performance Based
2200 South Utica Place, Suite 430, Tulsa, OK 74114
4 164 $177,613,699
A percentage of AUM
16350 Muirfield Place, Edmond, OK 73013
5 725 $163,638,189
A percentage of AUM, Hourly charges
412 S. 14th, Ponca City, OK 74601
6 478 $129,003,852
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
16340 Muirfield Place, Edmond, OK 73013
6 124 $122,785,796
A percentage of AUM, Hourly charges
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
8 3 $53,017,122
A percentage of AUM, Hourly charges
320 South Boston Avenue, Suite 1130, Tulsa, OK 74103-4700
2 0 $0
Hourly charges, Fixed fees

    List of Additional Advisors in Oklahoma*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    210 Peters Street, Suite A, Poteau, OK  74953 918-647-5700
    5018 E 68th St, Fl 1, Tulsa, OK  74136 918-270-1999
    505 Bonita Circle, Norman, OK  73072 405-397-4313
    2200 S Utica Place, Suite 300, Tulsa, OK  74114 918-746-4803
    701 SW Jennings Ave, Bartlesville, OK  74003 918-337-2772
    581 Merchant Dr, Norman, OK  73069 405-360-8836
    2200 S Utica Place, Suite 300, Tulsa, OK  74114 918-744-4608
    5018 E 68th St, Fl 1, Tulsa, OK  74136 918-270-1999
    2200 S Utica Place, Suite 300, Tulsa, OK  74114 918-744-4659
    6305 Waterford Blvd, Suite 240, Oklahoma City, OK  73118 405-841-3998

      Select other cities in 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 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?

      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.