Rialytix insights

Top RIA Firms in Edmond, Oklahoma

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Edmond, Oklahoma. This hub covers 6 matching firms with $2.7B in total reported AUM and median AUM of $272.3M.

Firms

Matching current profiles

Total AUM

$2.7B

Reported regulatory AUM

Median AUM

$272.3M

Across firms with AUM

Largest firm

$1.5B

Forge Financial

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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. 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
2. Transcendent Capital Group CRD 316872 · Limited Liability Company	EDMOND, OK	$360.7M Feb 2026	+$112.2M+45.2%	+$212.9M+144.1%	—	—	+5 employees+83.3% over 3Y	+742 accounts+124.3% over 3Y
3. Bison Capital Group, LLC CRD 315170 · Limited Liability Company	EDMOND, OK	$306.2M May 2026	+$13.3M+4.5%	+$61.4M+25.1%	—	+$122.6M+66.8%	+2 employees+50.0% over 3Y	+1 accounts+3.3% over 3Y
4. Jm2 Capital INC. CRD 292351 · Corporation	EDMOND, OK	$238.4M Mar 2026	+$82.4M+52.8%	+$115.7M+94.2%	—	+$115.7M+94.2%	+2 employees+33.3% over 3Y	+87 accounts+70.2% over 3Y
5. Hughes Warren, INC. CRD 145570 · Corporation	EDMOND, OK	$220.5M Feb 2026	+$35.1M+18.9%	+$56.9M+34.8%	+$108.2M+96.3%	+$166.5M+307.9%	+1 employees+20.0% over 3Y	+83 accounts+11.4% over 3Y
6. Chappelwood Financial Services CRD 134318 · Corporation	EDMOND, OK	$113.1M Apr 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

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 sufficient historical filing data is unavailable for the lookback period.