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Top RIA Firms in Oklahoma City, Oklahoma
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Oklahoma City, Oklahoma. This hub covers 30 matching firms with $51.7B in total reported AUM and median AUM of $334.7M.
Firms
30
Matching current profiles
Total AUM
$51.7B
Reported regulatory AUM
Median AUM
$334.7M
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. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. Plan Group Financial, INC. CRD 116508 · Corporation | OKLAHOMA CITY, OK | $690.3M Apr 2026 | +$148.9M+27.5% | +$448.0M+184.9% | +$505.8M+274.1% | +$588.6M+578.5% | +12 employees+70.6% over 3Y | +793 accounts+34.3% over 3Y |
| 12. Vista Investment Partners LLC CRD 286014 · Limited Liability Company | OKLAHOMA CITY, OK | $610.6M May 2026 | +$69.6M+12.9% | -$117.5M-16.1% | +$97.3M+18.9% | — | -7 employees-43.8% over 3Y | -1,038 accounts-39.2% over 3Y |
| 13. Investrust Consulting, LLC CRD 108037 · Limited Liability Company | OKLAHOMA CITY, OK | $588.2M Mar 2026 | +$44.1M+8.1% | +$65.6M+12.6% | -$254.3M-30.2% | -$3.5B-85.5% | 0 employees+0.0% over 3Y | -1 accounts-9.1% over 3Y |
| 14. Mitchell & Pahl Private Wealth CRD 307625 · Limited Liability Company | OKLAHOMA CITY, OK | $449.9M Feb 2026 | +$95.5M+26.9% | +$100.3M+28.7% | +$128.3M+39.9% | +$173.2M+62.6% | 0 employees+0.0% over 3Y | +30 accounts+3.4% over 3Y |
| 15. Access Financial Resources INC. CRD 109495 · Corporation | OKLAHOMA CITY, OK | $410.6M Apr 2026 | +$55.6M+15.7% | +$104.2M+34.0% | +$150.3M+57.7% | +$163.9M+66.5% | 0 employees+0.0% over 3Y | +200 accounts+8.9% over 3Y |
| 16. Triton Financial Group, INC CRD 309294 · Corporation | OKLAHOMA CITY, OK | $258.7M Mar 2026 | -$23.9M-8.5% | -$19.1M-6.9% | +$24.5M+10.4% | — | -5 employees-50.0% over 3Y | -504 accounts-49.9% over 3Y |
| 17. Humphreys Capital, LLC CRD 309323 · Limited Liability Company | OKLAHOMA CITY, OK | $252.4M Apr 2026 | +$37.9M+17.7% | +$72.5M+40.3% | +$120.5M+91.4% | +$128.4M+103.6% | -2 employees-9.1% over 3Y | +2 accounts+66.7% over 3Y |
| 18. Windle Wealth CRD 285653 · Limited Liability Company | OKLAHOMA CITY, OK | $251.0M Mar 2026 | +$91.8M+57.6% | +$110.4M+78.5% | — | +$117.8M+88.4% | +2 employees+200.0% over 3Y | +384 accounts+60.2% over 3Y |
| 19. Lig Capital Management, LLC CRD 130489 · Limited Liability Company | OKLAHOMA CITY, OK | $250.4M Apr 2026 | +$80.2M+47.1% | +$132.0M+111.5% | — | +$122.7M+96.0% | 0 employees+0.0% over 3Y | +208 accounts+34.0% over 3Y |
| 20. Bison Capital Advisors, LLC CRD 306471 · Limited Liability Company | OKLAHOMA CITY, OK | $250.0M May 2025 | +$10.0M+4.2% | +$47.6M+23.5% | — | — | 0 employees+0.0% over 3Y | +47 accounts+9.9% over 3Y |
| 21. Adaptation Financial Advisors INC. CRD 309192 · Corporation | OKLAHOMA CITY, OK | $233.6M May 2026 | +$16.5M+7.6% | +$130.6M+126.9% | -$76.3M-24.6% | — | -3 employees-42.9% over 3Y | +636 accounts+97.1% over 3Y |
| 22. Asset Management Advisors, LLC CRD 111309 · Limited Liability Company | OKLAHOMA CITY, OK | $221.3M Feb 2026 | +$23.6M+11.9% | +$37.6M+20.5% | +$55.3M+33.3% | +$116.4M+111.0% | 0 employees+0.0% over 3Y | +8 accounts+3.3% over 3Y |
| 23. Redstone Wealth Management, LLC CRD 311525 · Limited Liability Company | OKLAHOMA CITY, OK | $187.7M Feb 2026 | +$56.7M+43.3% | — | — | +$79.7M+73.8% | 0 employees+0.0% over 1Y | +96 accounts+9.4% over 1Y |
| 24. Comprehensive Financial Planning INC CRD 109822 · Corporation | OKLAHOMA CITY, OK | $176.0M Mar 2026 | +$3.9M+2.3% | +$4.3M+2.5% | +$40.3M+29.7% | +$73.9M+72.3% | -1 employees-33.3% over 3Y | -10 accounts-3.0% over 3Y |
| 25. Servo Wealth Management LLC CRD 159367 · Limited Liability Company | OKLAHOMA CITY, OK | $173.8M Mar 2026 | +$43.2M+33.1% | — | — | +$43.2M+33.1% | 0 employees+0.0% over 1Y | -3 accounts-0.8% over 1Y |
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.