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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Aaron Wilbanks & Associates, Inc. Oklahoma City OK US 105.9 
Access Capital Management, LLC Bethany OK US 3.7 
Access Financial Group, Inc. Bethany OK US 71.1 
Access Financial Resources Inc. Oklahoma City OK US 311.7 
Acorn Advisors, LLC Tulsa OK US 15.1 
Advancement Financial Service, LLC. Tulsa OK US 11.2 
Align Wealth Management, LLC Oklahoma City OK US 215.8 
American Fidelity Assurance Co Oklahoma City OK US 0.0 
Ameritrust Investment Advisors Inc Tulsa OK US 78.1 
Archambo Financial Advisors, Inc. Bartlesville OK US 92.5 
Asset Management Advisors, LLC Oklahoma City OK US 196.2 
Asset Management Solutions, LLC Dba Asset Planning Solutions Edmond OK US 25.5 
Athena Retirement Advisors, LLC Duncan OK US 12.4 
Baker Asset Management, LLC Oklahoma City OK US 180.0 
Barnett Investments Inc Bartlesville OK US 97.7 
Bertrand Wealth Strategies, LLC. Oklahoma City OK US 0.0 
Bivin & Associates, Inc. Ponca City OK US 70.9 
Bollinger Financial Advisory, Inc. Stillwater OK US 0.0 
Bosc, Inc. Tulsa OK US 427.4 
Boston Street Advisors, Inc. Tulsa OK US 0.0 
Braevest Noble OK US 3.4 
Bridgecreek Investment Management, LLC Tulsa OK US 550.0 
C. Victor Coates, C.p.a. Ponca City OK US 36.1 
C.c. Investment Advisors Bethany OK US 12.6 
Cadent Capital Advisors, LLC Tulsa OK US 180.4 
Canaan Natural Gas Management, LLC Oklahoma City OK US 370.6 
Capital Advisors, Inc. Tulsa OK US 1552.3 
Castleview Wealth Advisors Edmond OK US 108.9 
Cavanal Hill Investment Management, Inc. Tulsa OK US 6861.5 
Cfs, LLC Oklahoma City OK US 159.2 
Chappelwood Financial Service Edmond OK US 0.0 
Chartmark Investments, Inc. Tulsa OK US 63.8 
Cloud Capital LLC Grove OK US 278.0 
Coachwise Financial Solutions, Inc. Tulsa OK US 22.5 
Combest Financial Service, Inc. Duncan OK US 52.0 
Comprehensive Financial Planning Inc Oklahoma City OK US 122.5 
Core Wealth Management Oklahoma City OK US 19.0 
Cornerstone Investment Advisory Group, LLC Oklahoma City OK US 39.0 
Corporate Consulting Group, Inc. Tulsa OK US 0.0 
D.m. Wealth Management, Inc. Norman OK US 15.3 
Dba Upal Or United Professionals Assoc. Limited. Tulsa OK US 33.1 
Dch Financial Service, Inc. Tulsa OK US 0.0 
Disciplined Investments, LLC Tulsa OK US 210.5 
Don P Quint & Associates Tulsa OK US 0.0 
Encompass Financial Advisory Service, LLC Enid OK US 0.0 
Everwealth Tulsa OK US 30.7 
Exchange Traded Concepts, LLC Oklahoma City OK US 2248.0 
Exencial Wealth Advisors Oklahoma City OK US 1427.2 
F.i.g. Financial Advisory Service, Inc. Oklahoma City OK US 65.0 
Fg Wealth Management Bartlesville OK US 2.2 
Financial Designs, Inc. Oklahoma City OK US 0.0 
Financial Destiny LLC Tulsa OK US 5.2 
Financial Solutions, Inc. Tulsa OK US 1317.2 
First Capital Management, LLC. Tulsa OK US 11.8 
First Independent Advisory Service, Inc. Tulsa OK US 35.5 
First Investment Corporation Bartlesville OK US 56.6 
First State Investment Advisors Inc Tulsa OK US 44.7 
Fredric E. Russell Investment Management Co. Tulsa OK US 84.4 
G. Dewayne Mcanally Oklahoma City OK US 64.9 
Gibraltar Capital Management, Inc. Tulsa OK US 280.9 
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 
Heritage Institutional Service, LLC Oklahoma City OK US 9.5 
Hughes Warren, Inc. Oklahoma City OK US 76.9 
Integrated Planning Strategies, LLC Oklahoma City OK US 9.4 
Investment Counseling Service, Inc. Norman OK US 22.0 
Investment Techniques, Inc. Tulsa OK US 0.0 
Investrust Consulting, LLC Oklahoma City OK US 657.4 
J M Brown Financial Partners Tulsa OK US 42.0 
Jbr Co. Financial Management Inc. Ardmore OK US 76.7 
Khp Capital LLC Tulsa OK US 104.5 
Knightsbridge Advisers LLC Bartlesville OK US 1236.9 
Krb And Associates, Inc Oklahoma City OK US 18.2 
L & M Wealth Management And Retirement Solutions, LLC Oklahoma City OK US 34.5 
Leonard Investment Advisors Inc. Oklahoma City OK US 35.5 
Lig Capital Management, LLC Oklahoma City OK US 47.0 
Lodestar Asset Management LLC Oklahoma City OK US 3.7 
Longbow Asset Management Tulsa OK US 73.9 
Mark I Asset Management, Limited Oklahoma City OK US 96.6 
Mcguire Capital Management, LLC. Oklahoma City OK US 10.1 
Melia Wealth Advisory Group LLC Tulsa OK US 55.4 
Merit Advisors, Inc. Oklahoma City OK US 5.7 
Morse Capital Management, Inc. Tulsa OK US 11.8 
Municipal Finance Service, Inc. Edmond OK US 0.0 
Native American Fund Advisors LLC Tulsa OK US 222.7 
Omega Capital Management, LLC Tulsa OK US 0.0 
Onstott & Associates, Inc. Oklahoma City OK US 31.6 
Partners In Financial Planning, Inc. Edmond OK US 0.0 
Pentecost Capital Management Inc Jenks OK US 12.3 
Personal Financial Solutions Stillwater OK US 0.0 
Phillips Capital Advisors, Inc. Oklahoma City OK US 340.5 
Pinnacle Investment Advisors Tulsa OK US 542.0 
Premier Investment Advisory Service, Inc. Ada OK US 52.6 
Premiersource LLC Oklahoma City OK US 0.0 
Prescott Group Capital Management LLC. Tulsa OK US 661.9 
Raisig & Connolly, LLC Oklahoma City OK US 3.6 
Regent Wealth Management, Inc. Tulsa OK US 62.5 
Retirement Investment Advisors Inc Oklahoma City OK US 515.5 
Safranek And Associates, LLC Bartlesville OK US 1.7 
Sms Financial & Investment Management Tulsa OK US 185.2 
Soard Financial Management, LLC Edmond OK US 0.0 
Spur Capital Partners, LLC Bartlesville OK US 614.9 
Step By Step Financial, LLC Broken Arrow OK US 13.8 
Stephen H. Mcdonald & Associates, Inc. Norman OK US 0.0 
Stephen L. Smith Corporation Jenks OK US 0.0 
Sutterfield Financial Group, Inc. Bartlesville OK US 151.2 
Sweeney Asset Management, LLC Oklahoma City OK US 11.5 
The Baker Group, LP Oklahoma City OK US 0.0 
The Legacy Financial Group, Inc. Tulsa OK US 205.3 
The Mutual Fund Store Oklahoma City OK US 68.9 
The Robert G. Wheeler Capital Management Company, Inc. Tulsa OK US 0.0 
The Stolper Company LLC. Tulsa OK US 132.3 
Tom Johnson Investment Management, LLC Oklahoma City OK US 799.2 
Triton Wealth Advisors, LLC Edmond OK US 10.2 
Warburton Capital Management, LLC Tulsa OK US 144.5 
Ward Wealth Management Service, Inc. Stillwater OK US 36.6 
Warwick Energy Investment Group, LLC Oklahoma City OK US 156.0 
Warwick Investment Group, LLC Oklahoma City OK US 0.0 
Wealth Advisors, LLC. Tulsa OK US 32.8 
Wells Nelson & Associates, LLC. Oklahoma OK US 0.0 
Weston K. Solomon, Cpa Cfp Oklahoma City OK US 28.3 
Wilshire-pennington Group, Inc. Oklahoma City OK US 61.6 
Womack Investment Advisers, Inc Edmond OK US 49.2 
           
 
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.

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