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Top RIA Firms in Oklahoma
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Oklahoma. This hub covers 84 matching firms with $104.1B in total reported AUM and median AUM of $358.5M.
Firms
84
Matching current profiles
Total AUM
$104.1B
Reported regulatory AUM
Median AUM
$358.5M
Across firms with AUM
Largest firm
$23.0B
Exchange Traded Concepts, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Exchange Traded Concepts, LLC CRD 151197 · Limited Liability Company | OKLAHOMA CITY, OK | $23.0B Feb 2026 | +$17.5B+317.9% | +$14.3B+166.3% | +$19.9B+661.3% | +$22.9B+246952.5% | -5 employees-23.8% over 3Y | +75 accounts+136.4% over 3Y |
| 2. Cavanal Hill Investment Management, INC. CRD 110774 · Corporation | TULSA, OK | $15.2B Mar 2026 | +$3.7B+31.7% | +$5.1B+50.5% | +$7.0B+84.3% | +$8.6B+131.2% | +6 employees+14.6% over 3Y | +119 accounts+5.8% over 3Y |
| 3. Capital Advisors, INC. CRD 104643 · Corporation | TULSA, OK | $7.4B Mar 2026 | +$1.3B+20.8% | +$3.2B+74.5% | +$4.0B+114.7% | +$6.6B+777.1% | +10 employees+16.9% over 3Y | +5,202 accounts+198.2% over 3Y |
| 4. Exencial Wealth Advisors CRD 130475 · Limited Liability Company | OKLAHOMA CITY, OK | $6.0B Mar 2026 | +$674.6M+12.7% | +$1.6B+37.0% | +$2.8B+91.0% | +$5.4B+889.4% | +17 employees+17.2% over 3Y | +5,470 accounts+134.6% over 3Y |
| 5. Ce Investment Management, LLC CRD 299786 · Limited Liability Company | OKLAHOMA CITY, OK | $5.9B Mar 2026 | +$223.0M+3.9% | +$534.4M+9.9% | +$138.8M+2.4% | — | 0 employees+0.0% over 3Y | +1 accounts+20.0% over 3Y |
| 6. Caption Management, LLC CRD 173841 · Limited Liability Company | OKLAHOMA CITY, OK | $3.4B Mar 2026 | +$1.7B+99.7% | +$1.6B+89.2% | +$2.6B+323.9% | +$3.2B+1469.3% | +9 employees+69.2% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Knightsbridge Advisers LLC CRD 111043 · Limited Liability Company | BARTLESVILLE, OK | $3.3B Mar 2026 | +$292.7M+9.8% | +$319.4M+10.8% | +$1.4B+72.4% | +$2.2B+193.2% | +1 employees+6.3% over 3Y | +3 accounts+13.6% over 3Y |
| 8. Argonaut Private Capital, LP CRD 283878 · Limited Partnership | TULSA, OK | $3.0B Mar 2026 | -$382.0M-11.3% | +$155.5M+5.5% | +$778.7M+34.9% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 9. Warwick Investment Group, LLC CRD 226670 · Limited Liability Company | OKLAHOMA CITY, OK | $2.1B Mar 2026 | +$404.6M+24.6% | +$564.1M+38.0% | +$916.7M+80.9% | +$1.9B+1218.6% | +12 employees+17.1% over 3Y | +1 accounts+25.0% over 3Y |
| 10. Tom Johnson Investment Management, LLC CRD 104511 · Limited Liability Company | OKLAHOMA CITY, OK | $1.6B Apr 2026 | +$3.7M+0.2% | +$113.2M+7.4% | -$10.4M-0.6% | +$1.1B+194.7% | 0 employees+0.0% over 3Y | +58 accounts+1.0% over 3Y |
| 11. Trinity Strategic Wealth CRD 337956 · Corporation | TULSA, OK | $1.5B Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 12. Retirement Investment Advisors INC CRD 106316 · Corporation | OKLAHOMA CITY, OK | $1.5B Mar 2026 | +$380.1M+34.3% | +$358.3M+31.7% | +$673.9M+82.6% | +$1.2B+347.6% | -3 employees-16.7% over 3Y | +2,095 accounts+155.3% over 3Y |
| 13. Forge Financial CRD 306480 · Limited Liability Company | EDMOND, OK | $1.5B Mar 2026 | +$255.8M+21.3% | +$603.3M+70.6% | +$1.0B+226.4% | — | +2 employees+15.4% over 3Y | +1,638 accounts+28.3% over 3Y |
| 14. Gibraltar Capital Management, INC. CRD 122328 · Corporation | TULSA, OK | $1.3B May 2026 | +$508.4M+60.5% | +$629.6M+87.5% | +$737.6M+120.6% | +$1.2B+621.5% | +9 employees+40.9% over 3Y | +1,686 accounts+474.9% over 3Y |
| 15. Prescott Group Capital Management L.l.c. CRD 115220 · Limited Liability Company | TULSA, OK | $1.3B Mar 2026 | +$436.7M+50.7% | +$743.4M+134.0% | +$914.0M+237.8% | +$915.3M+238.9% | +1 employees+20.0% over 3Y | +1 accounts+25.0% over 3Y |
| 16. Allegiant Wealth Advisors, LLC CRD 330239 · Limited Liability Company | TULSA, OK | $1.2B Mar 2026 | +$775.1M+197.2% | — | — | — | +1 employees+50.0% over 1Y | +88 accounts+550.0% over 1Y |
| 17. Jackson Hole Capital Partners, LLC CRD 285978 · Limited Liability Company | TULSA, OK | $1.1B Mar 2026 | +$228.3M+26.5% | +$559.7M+105.5% | +$764.0M+234.1% | +$966.3M+778.1% | +1 employees+20.0% over 3Y | +343 accounts+107.5% over 3Y |
| 18. Fourpath Capital Management, LLC CRD 313573 · Limited Liability Company | OKLAHOMA CITY, OK | $1.1B Feb 2026 | +$588.5M+125.2% | +$607.7M+134.7% | — | +$641.7M+153.9% | +3 employees+100.0% over 3Y | +1,095 accounts+88.4% over 3Y |
| 19. Bok Financial Advisors CRD 17530 · Corporation | TULSA, OK | $1.1B Mar 2026 | +$222.4M+26.6% | +$318.7M+43.1% | +$145.2M+15.9% | +$898.0M+561.0% | +10 employees+6.5% over 3Y | +113 accounts+3.5% over 3Y |
| 20. The Advisory Resource Group, LLC CRD 290110 · Limited Liability Company | TULSA, OK | $926.6M Mar 2026 | +$211.1M+29.5% | +$320.6M+52.9% | +$352.9M+61.5% | — | +1 employees+8.3% over 3Y | +145 accounts+6.4% over 3Y |
| 21. Acorn Capital Management CRD 164499 · Limited Liability Company | OKLAHOMA CITY, OK | $893.2M May 2026 | +$238.1M+36.4% | +$396.4M+79.8% | +$264.3M+42.0% | +$513.6M+135.3% | +9 employees+75.0% over 3Y | 0 accounts+0.0% over 3Y |
| 22. Spur Capital Partners CRD 115959 · Limited Liability Company | BARTLESVILLE, OK | $879.9M Mar 2025 | -$139.1M-13.7% | -$387.3M-30.6% | -$21.5M-2.4% | +$376.3M+74.7% | -1 employees-10.0% over 3Y | 0 accounts+0.0% over 3Y |
| 23. Warburton Capital Management, LLC CRD 141969 · Limited Liability Company | TULSA, OK | $786.6M Feb 2026 | +$204.5M+35.1% | +$294.7M+59.9% | +$394.9M+100.8% | +$718.8M+1059.8% | 0 employees+0.0% over 3Y | +238 accounts+23.2% over 3Y |
| 24. Cadent Capital Advisors, LLC CRD 169704 · Limited Liability Company | TULSA, OK | $785.8M May 2026 | +$134.8M+20.7% | +$219.9M+38.9% | +$317.2M+67.7% | — | +4 employees+36.4% over 3Y | +321 accounts+25.4% over 3Y |
| 25. Castlepoint Wealth Advisors CRD 205512 · Limited Liability Company | OKLAHOMA CITY, OK | $751.4M Mar 2026 | +$146.4M+24.2% | +$424.8M+130.0% | +$440.7M+141.8% | — | 0 employees+0.0% over 3Y | +912 accounts+401.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.