IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Oklahoma

Independent RIAs with the biggest asset gains over one year in Oklahoma

As of October 2, 2026, Gibraltar Capital Management, Inc. ranked #1 in Oklahoma in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $508.4 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Oklahoma
Rank Firm City Increase
1 Gibraltar Capital Management, Inc. Tulsa $508.4 million
2 Forge Financial Edmond $255.8 million
3 Allegiant Wealth Advisors, LLC Tulsa $211.8 million
4 Plan Group Financial, Inc. Oklahoma City $148.9 million
5 Castlepoint Wealth Advisors Oklahoma City $146.4 million
6 Cadent Capital Advisors, LLC Tulsa $134.8 million
7 Fourpath Capital Management, LLC Oklahoma City $127.6 million
8 Burkholder Wealth Management Tulsa $124.7 million
9 The Advisory Resource Group, LLC Tulsa $117.8 million
10 Everpar Advisors LLC Tulsa $99.3 million
11 Hogantaylor Wealth Tulsa $96.0 million
12 Council Oak Wealth Advisors Tulsa $94.2 million
13 McGuire Capital Advisors, Inc. Bethany $86.3 million
14 Warburton Capital Management, LLC Tulsa $85.5 million
15 Oath Planning, LLC Tulsa $84.1 million
16 The Legacy Financial Group, Inc. Tulsa $77.2 million
17 Vista Investment Partners LLC Oklahoma City $69.6 million
18 Access Financial Resources Inc. Oklahoma City $55.6 million
19 Gaddis Premier Wealth Advisors LLC Durant $54.5 million
20 Lig Capital Management, LLC Oklahoma City $53.6 million
21 Sutterfield Financial Group, Inc. Bartlesville $53.6 million
22 Pinnacle Investment Advisors Tulsa $53.2 million
23 JM2 Capital Inc. Edmond $52.0 million
24 Melia Wealth LLC Tulsa $50.6 million
25 Transcendent Capital Group Edmond $48.7 million
26 Olistico Wealth, LLC Tulsa $45.7 million
27 J M Brown Financial Partners Tulsa $44.1 million
28 Mitchell & Pahl Private Wealth Oklahoma City $44.0 million
29 Windle Wealth Oklahoma City $43.3 million
30 Hughes Warren, Inc. Edmond $35.1 million
31 Drawbridge Capital Tulsa $34.7 million
32 Redstone Wealth Management, LLC Oklahoma City $33.9 million
33 R.J. Cloud Advisors & Company Bixby $33.0 million
34 Summit Wealth Group, LLC Tulsa $32.4 million
35 Sageoak Financial, LLC Tulsa $30.9 million
36 Sustainable Advisors Alliance LLC Tulsa $27.9 million
37 Robert Stephen Capital Management LLC Tulsa $25.7 million
38 Meliora Capital Tulsa $25.6 million
39 Servo Wealth Management LLC Oklahoma City $24.8 million
40 Asset Management Advisors, LLC Oklahoma City $23.6 million
41 G. Dewayne McAnally Oklahoma City $18.1 million
42 Revo Financial, LLC Bartlesville $16.9 million
43 Adaptation Financial Advisors Inc. Oklahoma City $16.5 million
44 Compass Capital Management, LLC McAlester $11.7 million
45 10ELMS LLP Tulsa $11.1 million
46 F.I.G. Financial Advisory Services, Inc. Oklahoma City $10.6 million
47 Archambo Financial Advisors, Inc. Bartlesville $5.9 million
48 Tom Johnson Investment Management, LLC Oklahoma City $3.7 million
49 Fmi Ardmore $3.7 million
50 Longbow Asset Management Tulsa $3.0 million
51 Perissos Private Wealth Management Bethany $2.2 million

51 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.