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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Access Capital Management, LLC Bethany OK US 3.4 
Access Financial Group, Inc. Bethany OK US 95.0 
Access Financial Resources Inc. Oklahoma City OK US 293.3 
Acorn Advisors, LLC Tulsa OK US 14.8 
Align Wealth Management, LLC Oklahoma City OK US 185.1 
American Fidelity Assurance Co Oklahoma City OK US 210.0 
Ameritrust Inv Advisors Inc Tulsa OK US 69.3 
Archambo Financial Advisors, Inc. Bartlesville OK US 71.9 
Asset Management Advisors, LLC Oklahoma City OK US 168.6 
Asset Management Solutions, LLC Dba Asset Planning Solutions Edmond OK US 27.6 
Asset Service Co LLC Oklahoma City OK US 877.5 
Athena Retirement Advisors, LLC Duncan OK US 12.6 
Baker Asset Management Oklahoma City OK US 164.0 
Barnett Inv Inc Bartlesville OK US 85.8 
Bertrand Wealth Strategies, LLC. Oklahoma City OK US 0.0 
Bivin & Associates, Inc. Ponca City OK US 69.8 
Bok Financial Advisors Tulsa OK US 278.7 
Bollinger Financial Advisory, Inc. Stillwater OK US 0.0 
Boston Street Advisors, Inc. Tulsa OK US 0.0 
Braevest Noble OK US 2.9 
Bridgecreek Inv Management, LLC Tulsa OK US 550.0 
C. Victor Coates, C.p.a. Ponca City OK US 33.4 
C.c. Inv Advisors Bethany OK US 11.0 
Canaan Natural Gas Management, LLC Oklahoma City OK US 488.5 
Capital Advisors, Inc. Tulsa OK US 1367.6 
Cavanal Hill Inv Management, Inc. Tulsa OK US 5804.3 
Chappelwood Financial Service Edmond OK US 0.0 
Chartmark Inv, Inc. Tulsa OK US 48.3 
Cloud Capital LLC Tulsa OK US 252.8 
Coachwise Financial Solutions, Inc. Tulsa OK US 15.4 
Combest Financial Service, Inc. Duncan OK US 44.5 
Comprehensive Financial Planning Inc Oklahoma City OK US 105.5 
Core Wealth Management Oklahoma City OK US 10.0 
Cornerstone Inv Advisory Group, LLC Oklahoma City OK US 29.2 
Corporate Consulting Group, Inc. Tulsa OK US 0.0 
Covenant Financial Service LLC Dba Covenant Global Investors Oklahoma City OK US 276.7 
D.m. Wealth Management, Inc. Norman OK US 10.6 
Dba Upal Or United Professionals Assoc. Limited. Tulsa OK US 21.1 
Dch Financial Service, Inc. Tulsa OK US 0.0 
Disciplined Inv, LLC Tulsa OK US 159.5 
Don P Quint & Associates Tulsa OK US 0.0 
Encompass Financial Advisory Service, LLC Enid OK US 0.0 
Exchange Traded Concepts, LLC Edmond OK US 1209.3 
Exencial Wealth Advisors Oklahoma City OK US 1310.6 
F.i.g. Financial Advisory Service, Inc. Oklahoma City OK US 59.1 
Fg Wealth Management Bartlesville OK US 95.1 
Financial Designs, Inc. Oklahoma City OK US 0.0 
Financial Destiny LLC Tulsa OK US 4.2 
Financial Solutions, Inc. Tulsa OK US 1021.0 
First Capital Management, LLC. Tulsa OK US 17.6 
First Independent Advisory Service, Inc. Tulsa OK US 34.9 
First Inv Corporation Bartlesville OK US 59.2 
First State Inv Advisors Inc Tulsa OK US 49.2 
Fredric E. Russell Inv Management Co. Tulsa OK US 58.3 
G. Dewayne Mcanally Oklahoma City OK US 51.0 
Gibraltar Capital Management, Inc. Tulsa OK US 250.4 
Gregory.w.Group, Inc. Tulsa OK US 0.0 
Gtp Financial Bartlesville OK US 10.0 
Hcp Management Company, LLC Oklahoma City OK US 0.0 
Hughes Warren, Inc. Oklahoma City OK US 63.4 
Integrated Planning Strategies, LLC Oklahoma City OK US 7.6 
Inv Counseling Service, Inc. Norman OK US 21.2 
Inv Techniques, Inc. Tulsa OK US 0.0 
J M Brown Financial Partners Tulsa OK US 54.5 
Jantzen & Loeber Wealth Management, LLC Tulsa OK US 6.8 
Jbr Co. Financial Management Inc. Ardmore OK US 48.0 
Knightsbridge Advisers LLC Bartlesville OK US 1173.3 
Krb And Associates, Inc Oklahoma City OK US 30.0 
L & M Wealth Management And Retirement Solutions, LLC Oklahoma City OK US 35.6 
Leonard Inv Advisors Inc. Oklahoma City OK US 26.2 
Lig Capital Management, LLC Oklahoma City OK US 45.0 
Lodestar Asset Management LLC Oklahoma City OK US 0.0 
Longbow Asset Management Tulsa OK US 54.4 
Mark I Asset Management, Limited Oklahoma City OK US 54.9 
Mcguire Capital Management, LLC. Oklahoma City OK US 13.1 
Melia Wealth Advisory Group LLC Tulsa OK US 17.1 
Merit Advisors, Inc. Oklahoma City OK US 14.7 
Morse Capital Management, Inc. Tulsa OK US 8.3 
Municipal Finance Service, Inc. Edmond OK US 0.0 
Native American Fund Advisors LLC Tulsa OK US 222.7 
Onstott & Associates, Inc. Oklahoma City OK US 19.8 
Partners In Financial Planning, Inc. Edmond OK US 0.0 
Pentecost Capital Management Inc Jenks OK US 10.6 
Personal Financial Solutions Stillwater OK US 0.0 
Phillips Capital Advisors, Inc. Oklahoma City OK US 329.3 
Pinnacle Inv Advisors Tulsa OK US 720.5 
Premier Inv Advisory Service, Inc. Ada OK US 58.2 
Premiersource LLC Oklahoma City OK US 0.0 
Prescott Group Capital Management LLC. Tulsa OK US 576.6 
Private Client Group Oklahoma City OK US 10.7 
Raisig & Connolly, LLC Oklahoma City OK US 3.6 
Rbk Capital, LLC Oklahoma City OK US 8.4 
Regent Wealth Management, Inc. Tulsa OK US 110.0 
Retirement Inv Advisors Inc Oklahoma City OK US 445.2 
Safranek And Associates, LLC Bartlesville OK US 1.4 
Sms Financial & Inv Management Tulsa OK US 173.4 
Soard Financial Management, LLC Oklahoma City OK US 0.0 
Spur Capital Partners Bartlesville OK US 533.7 
Step By Step Financial, LLC Broken Arrow OK US 6.1 
Stephen H. Mcdonald & Associates, Inc. Norman OK US 0.0 
Stephen L. Smith Corporation Jenks OK US 0.0 
Stolper Asset Management Tulsa OK US 111.3 
Sutterfield Financial Group, Inc. Bartlesville OK US 144.6 
Sweeney Asset Management, LLC Oklahoma City OK US 6.8 
The Baker Group, LP Oklahoma City OK US 0.0 
The Legacy Financial Group, Inc. Tulsa OK US 235.3 
The Mutual Fund Store Oklahoma City OK US 46.4 
The Robert G. Wheeler Capital Management Company, Inc. Tulsa OK US 0.0 
Tom Johnson Inv Management, LLC Oklahoma City OK US 665.7 
Triton Wealth Advisors, LLC Edmond OK US 10.7 
Warburton Capital Management, LLC Tulsa OK US 126.8 
Ward Wealth Management Service, Inc. Stillwater OK US 34.5 
Wealth Advisors, LLC. Tulsa OK US 32.4 
Wealth Management Advisors, LLC Tulsa OK US 24.4 
Wells Nelson & Associates, LLC. Oklahoma OK US 0.0 
Weston K. Solomon, Cpa Cfp Oklahoma City OK US 21.7 
Wilbanks Securities Advisory Oklahoma City OK US 136.5 
Wilshire-pennington Group, Inc. Oklahoma City OK US 55.4 
Womack Inv Advisers, Inc Edmond OK US 49.7 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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