Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
Home Download Data Links Contact Us
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Access Capital Management, LLC Bethany OK US 3.7 
Access Financial Group, Inc. Bethany OK US 94.6 
Access Financial Resources Inc. Oklahoma City OK US 293.2 
Acorn Advisors, LLC Tulsa OK US 17.3 
Align Wealth Management, LLC Oklahoma City OK US 185.1 
American Fidelity Assurance Co Oklahoma City OK US 0.0 
Ameritrust Investment Advisors Inc Tulsa OK US 76.9 
Archambo Financial Advisors, Inc. Bartlesville OK US 80.8 
Asset Management Advisors, LLC Oklahoma City OK US 168.6 
Asset Management Solutions, LLC Dba Asset Planning Solutions Edmond OK US 31.3 
Athena Retirement Advisors, LLC Duncan OK US 12.6 
Baker Asset Management Oklahoma City OK US 164.0 
Barnett Investments Inc Bartlesville OK US 94.8 
Bertrand Wealth Strategies, LLC. Oklahoma City OK US 0.0 
Bivin & Associates, Inc. Ponca City OK US 65.2 
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 Investment Management, LLC Tulsa OK US 625.0 
C. Victor Coates, C.p.a. Ponca City OK US 38.5 
C.c. Investment Advisors Bethany OK US 13.0 
Cadent Capital Advisors, LLC Tulsa OK US 141.0 
Canaan Natural Gas Management, LLC Oklahoma City OK US 488.5 
Capital Advisors, Inc. Tulsa OK US 1367.6 
Cavanal Hill Investment Management, Inc. Tulsa OK US 5804.3 
Chappelwood Financial Service Edmond OK US 0.0 
Chartmark Investments, Inc. Tulsa OK US 57.7 
Cloud Capital LLC Tulsa OK US 252.8 
Coachwise Financial Solutions, Inc. Tulsa OK US 22.7 
Combest Financial Service, Inc. Duncan OK US 51.4 
Comprehensive Financial Planning Inc Oklahoma City OK US 105.5 
Core Wealth Management Oklahoma City OK US 16.0 
Cornerstone Investment Advisory Group, LLC Oklahoma City OK US 35.3 
Corporate Consulting Group, Inc. Tulsa OK US 0.0 
Covenant Financial Service LLC Dba Covenant Global Investors Oklahoma City OK US 271.4 
D.m. Wealth Management, Inc. Norman OK US 14.0 
Dba Upal Or United Professionals Assoc. Limited. Tulsa OK US 18.4 
Dch Financial Service, Inc. Tulsa OK US 0.0 
Disciplined Investments, 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 2248.0 
Exencial Wealth Advisors Oklahoma City OK US 1310.6 
F.i.g. Financial Advisory Service, Inc. Oklahoma City OK US 63.9 
Fg Wealth Management Bartlesville OK US 1.2 
Financial Designs, Inc. Oklahoma City OK US 0.0 
Financial Destiny LLC Tulsa OK US 2.0 
Financial Solutions, Inc. Tulsa OK US 1021.0 
First Capital Management, LLC. Tulsa OK US 11.8 
First Independent Advisory Service, Inc. Tulsa OK US 38.6 
First Investment Corporation Bartlesville OK US 64.6 
First State Investment Advisors Inc Tulsa OK US 57.1 
Fredric E. Russell Investment Management Co. Tulsa OK US 80.6 
G. Dewayne Mcanally Oklahoma City OK US 59.7 
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 
Heritage Institutional Service, LLC Oklahoma City OK US 8.4 
Hughes Warren, Inc. Oklahoma City OK US 73.3 
Integrated Planning Strategies, LLC Oklahoma City OK US 8.7 
Investment Counseling Service, Inc. Norman OK US 23.6 
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 71.6 
Jantzen & Loeber Wealth Management, LLC Tulsa OK US 11.1 
Jbr Co. Financial Management Inc. Ardmore OK US 56.0 
Knightsbridge Advisers LLC Bartlesville OK US 1173.3 
Krb And Associates, Inc Oklahoma City OK US 17.0 
L & M Wealth Management And Retirement Solutions, LLC Oklahoma City OK US 32.3 
Leonard Investment Advisors Inc. Oklahoma City OK US 35.8 
Lig Capital Management, LLC Oklahoma City OK US 45.0 
Lodestar Asset Management LLC Oklahoma City OK US 4.1 
Longbow Asset Management Tulsa OK US 66.9 
Mark I Asset Management, Limited Oklahoma City OK US 79.4 
Mcguire Capital Management, LLC. Oklahoma City OK US 12.6 
Melia Wealth Advisory Group LLC Tulsa OK US 21.0 
Merit Advisors, Inc. Oklahoma City OK US 14.0 
Morse Capital Management, Inc. Tulsa OK US 10.6 
Municipal Finance Service, Inc. Edmond OK US 0.0 
Native American Fund Advisors LLC Tulsa OK US 222.7 
Omega Capital Tulsa OK US 0.0 
Onstott & Associates, Inc. Oklahoma City OK US 27.0 
Partners In Financial Planning, Inc. Edmond OK US 0.0 
Pentecost Capital Management Inc Jenks OK US 10.5 
Personal Financial Solutions Stillwater OK US 0.0 
Phillips Capital Advisors, Inc. Oklahoma City OK US 329.3 
Pinnacle Investment Advisors Tulsa OK US 720.5 
Premier Investment Advisory Service, Inc. Ada OK US 53.4 
Premiersource LLC Oklahoma City OK US 0.0 
Prescott Group Capital Management LLC. Tulsa OK US 576.6 
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 445.2 
Safranek And Associates, LLC Bartlesville OK US 2.0 
Sms Financial & Investment Management Tulsa OK US 193.9 
Soard Financial Management, LLC Edmond OK US 0.0 
Spur Capital Partners Bartlesville OK US 533.7 
Step By Step Financial, LLC Broken Arrow OK US 7.2 
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 132.3 
Sutterfield Financial Group, Inc. Bartlesville OK US 144.6 
Sweeney Asset Management, LLC Oklahoma City OK US 8.6 
The Baker Group, LP Oklahoma City OK US 0.0 
The Legacy Financial Group, Inc. Tulsa OK US 271.0 
The Magnolia Group, LLC Tulsa OK US 113.0 
The Mutual Fund Store Oklahoma City OK US 60.0 
The Robert G. Wheeler Capital Management Company, Inc. Tulsa OK US 0.0 
Tom Johnson Investment Management, LLC Oklahoma City OK US 665.7 
Triton Wealth Advisors, LLC Edmond OK US 12.5 
Warburton Capital Management, LLC Tulsa OK US 144.5 
Ward Wealth Management Service, Inc. Stillwater OK US 35.9 
Warwick Investment Group, LLC Oklahoma City OK US 0.0 
Wealth Advisors, LLC. Tulsa OK US 31.7 
Wealth Management Advisors, LLC Tulsa OK US 26.6 
Wells Nelson & Associates, LLC. Oklahoma OK US 0.0 
Weston K. Solomon, Cpa Cfp Oklahoma City OK US 25.9 
Wilbanks Securities Advisory Oklahoma City OK US 136.5 
Wilshire-pennington Group, Inc. Oklahoma City OK US 55.0 
Womack Investment Advisers, Inc Edmond OK US 55.6 
           
 
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.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions