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Susan, a Retired Executive from New York
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.
Oklahoma City
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
101
non-vetted advisors in your local area. These financial advisors in
Oklahoma City, Oklahoma
have an average of
8
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
EDELMAN FINANCIAL ENGINES, LLC 1601 Northwest Expressway, Suite 1525, Oklahoma City, OK 73118 |
8 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6622644
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1601 Northwest Expressway,
Suite 1525,
Oklahoma City,
OK
73118
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.
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.
Top Financial Advisor Firms in Oklahoma City, Oklahoma (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Tom Johnson Investment Management, Llc
201 Robert S. Kerr, Suite 510, Oklahoma City, OK 73102-4202 |
$1,795,478,023 | 5822 |
A percentage of AUM Hourly charges Fixed fees |
| Vista Investment Partners Llc
5601 North Classen Boulevard , Suite 101, Oklahoma City, OK 73118 |
$771,540,297 | 2720 |
A percentage of AUM Fixed fees |
| Phillips Capital Advisors, Inc.
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116 |
$542,117,988 | 347 |
A percentage of AUM Hourly charges Fixed fees |
| Reuter James Wealth Management, Llc
5025 Gaillardia Corporate Pl , Suite C2, Oklahoma City, OK 73142 |
$450,977,173 | 1239 |
A percentage of AUM Fixed fees |
| Align Wealth Management, Llc
13921 Quail Pointe Drive, Oklahoma City, OK 73134 |
$430,350,000 | 948 |
A percentage of AUM Fixed fees |
| Castlepoint Wealth Advisors
9112 N. Kelley Avenue , Suite B-2, Oklahoma City, OK 73131 |
$382,790,814 | 223 |
A percentage of AUM Hourly charges Fixed fees |
| Mitchell & Pahl Private Wealth
1001 Nw 71st Street , Suite 4, Oklahoma City, OK 73116 |
$349,642,094 | 890 |
A percentage of AUM Fixed fees |
| Acorn Growth Companies, Llc
621 N. Robinson Avenue , Suite 550, Oklahoma City, OK 73102 |
$335,588,620 | 11 |
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 |
$289,353,931 | 2163 |
A percentage of AUM Fixed fees |
| Capstone Triton Financial Group Llc
14614 Bogert Parkway, Oklahoma City, OK 73134 |
$274,853,195 | 936 |
A percentage of AUM Hourly charges Fixed fees |
| Plan Group Financial, Inc.
6 Ne 63rd Street , Suite 240, Oklahoma City, OK 73105 |
$244,243,310 | 2190 |
A percentage of AUM Hourly charges |
| Asset Management Advisors, Llc
6307 Waterford Blvd. , Suite 200, Oklahoma City, OK 73118-1117 |
$183,684,314 | 239 |
A percentage of AUM |
| Comprehensive Financial Planning Inc
2919 United Founders Blvd., Oklahoma City, OK 73112 |
$171,654,780 | 338 |
A percentage of AUM Hourly charges |
| F.I.G. Financial Advisory Services, Inc.
14642 Bogert Parkway, Oklahoma City, OK 73134 |
$158,291,732 | 501 |
A percentage of AUM |
| Windle Wealth
5740 Nw 132nd St., Oklahoma City, OK 73142 |
$133,262,616 | 580 |
A percentage of AUM |
* 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 |
Grow your AUM with pre-qualified leads!
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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.
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