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RIAs in Oklahoma City, Oklahoma

Explore 29 RIAs headquartered in Oklahoma City, with $45.8B in combined reported AUM.

RIAs29Headquartered here
Total AUM$45.8BReported regulatory AUM
Total Employees333Reported by these RIAs
% of Total State AUM51.1%% Of total State AUM Reported

All RIAs in Oklahoma City

29 RIAs
Showing 1–24 of 29 RIAs

Exchange Traded Concepts, LLC

OKLAHOMA CITY, OK
Reported AUM$23B
Employees16
50.2% of city AUMView RIA ↗

Ce Investment Management, LLC

OKLAHOMA CITY, OK
Reported AUM$5.9B
Employees17
12.9% of city AUMView RIA ↗

Caption Management, LLC

OKLAHOMA CITY, OK
Reported AUM$3.4B
Employees22
7.4% of city AUMView RIA ↗

Warwick Investment Group, LLC

OKLAHOMA CITY, OK
Reported AUM$2.1B
Employees82
4.5% of city AUMView RIA ↗

Tom Johnson Investment Management, LLC

OKLAHOMA CITY, OK
Reported AUM$1.6B
Employees11
3.6% of city AUMView RIA ↗

Retirement Investment Advisors Inc

OKLAHOMA CITY, OK
Reported AUM$1.5B
Employees15
3.3% of city AUMView RIA ↗

Fourpath Capital Management, LLC

OKLAHOMA CITY, OK
Reported AUM$1.1B
Employees6
2.3% of city AUMView RIA ↗

Acorn Capital Management

OKLAHOMA CITY, OK
Reported AUM$893.2M
Employees21
2.0% of city AUMView RIA ↗

Castlepoint Wealth Advisors

OKLAHOMA CITY, OK
Reported AUM$751.4M
Employees10
1.6% of city AUMView RIA ↗

Plan Group Financial, Inc.

OKLAHOMA CITY, OK
Reported AUM$690.3M
Employees29
1.5% of city AUMView RIA ↗

Vista Investment Partners LLC

OKLAHOMA CITY, OK
Reported AUM$610.6M
Employees9
1.3% of city AUMView RIA ↗

Investrust Consulting, LLC

OKLAHOMA CITY, OK
Reported AUM$588.2M
Employees10
1.3% of city AUMView RIA ↗

Mitchell & Pahl Private Wealth

OKLAHOMA CITY, OK
Reported AUM$449.9M
Employees4
1.0% of city AUMView RIA ↗

Access Financial Resources Inc.

OKLAHOMA CITY, OK
Reported AUM$410.6M
Employees9
0.9% of city AUMView RIA ↗

Triton Financial Group, Inc

OKLAHOMA CITY, OK
Reported AUM$258.7M
Employees5
0.6% of city AUMView RIA ↗

Humphreys Capital, LLC

OKLAHOMA CITY, OK
Reported AUM$252.4M
Employees20
0.6% of city AUMView RIA ↗

Windle Wealth

OKLAHOMA CITY, OK
Reported AUM$251M
Employees3
0.5% of city AUMView RIA ↗

Lig Capital Management, LLC

OKLAHOMA CITY, OK
Reported AUM$250.4M
Employees4
0.5% of city AUMView RIA ↗

Bison Capital Advisors, LLC

OKLAHOMA CITY, OK
Reported AUM$250M
Employees4
0.5% of city AUMView RIA ↗

Adaptation Financial Advisors Inc.

OKLAHOMA CITY, OK
Reported AUM$233.6M
Employees4
0.5% of city AUMView RIA ↗

Asset Management Advisors, LLC

OKLAHOMA CITY, OK
Reported AUM$221.3M
Employees2
0.5% of city AUMView RIA ↗

Redstone Wealth Management, LLC

OKLAHOMA CITY, OK
Reported AUM$187.7M
Employees10
0.4% of city AUMView RIA ↗

Comprehensive Financial Planning Inc

OKLAHOMA CITY, OK
Reported AUM$176M
Employees2
0.4% of city AUMView RIA ↗

Servo Wealth Management LLC

OKLAHOMA CITY, OK
Reported AUM$173.8M
Employees1
0.4% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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