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Ranking, Oklahoma

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Oklahoma

As of October 2, 2026, Gibraltar Capital Management, Inc. ranked #1 in Oklahoma in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $508.4 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Oklahoma
Rank Firm City Increase
1 Gibraltar Capital Management, Inc. Tulsa $508.4 million
2 Forge Financial Edmond $255.8 million
3 Bok Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Tulsa $222.4 million
4 Retirement Investment Advisors Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Oklahoma City $221.5 million
5 Allegiant Wealth Advisors, LLC Tulsa $211.8 million
6 Plan Group Financial, Inc. Oklahoma City $148.9 million
7 Castlepoint Wealth Advisors Oklahoma City $146.4 million
8 Cadent Capital Advisors, LLC Tulsa $134.8 million
9 Fourpath Capital Management, LLC Oklahoma City $127.6 million
10 Burkholder Wealth Management Tulsa $124.7 million
11 The Advisory Resource Group, LLC Tulsa $117.8 million
12 Everpar Advisors LLC Tulsa $99.3 million
13 Hogantaylor Wealth Tulsa $96.0 million
14 Council Oak Wealth Advisors Tulsa $94.2 million
15 McGuire Capital Advisors, Inc. Bethany $86.3 million
16 Warburton Capital Management, LLC Tulsa $85.5 million
17 Oath Planning, LLC Tulsa $84.1 million
18 The Legacy Financial Group, Inc. Tulsa $77.2 million
19 Vista Investment Partners LLC Oklahoma City $69.6 million
20 Access Financial Resources Inc. Oklahoma City $55.6 million
21 Gaddis Premier Wealth Advisors LLC Durant $54.5 million
22 Lig Capital Management, LLC Oklahoma City $53.6 million
23 Sutterfield Financial Group, Inc. Bartlesville $53.6 million
24 Pinnacle Investment Advisors Tulsa $53.2 million
25 JM2 Capital Inc. Edmond $52.0 million
26 Melia Wealth LLC Tulsa $50.6 million
27 Transcendent Capital Group Edmond $48.7 million
28 Olistico Wealth, LLC Tulsa $45.7 million
29 J M Brown Financial Partners Tulsa $44.1 million
30 Mitchell & Pahl Private Wealth Oklahoma City $44.0 million
31 Windle Wealth Oklahoma City $43.3 million
32 Hughes Warren, Inc. Edmond $35.1 million
33 Drawbridge Capital Tulsa $34.7 million
34 Redstone Wealth Management, LLC Oklahoma City $33.9 million
35 R.J. Cloud Advisors & Company Bixby $33.0 million
36 Summit Wealth Group, LLC Tulsa $32.4 million
37 Sageoak Financial, LLC Tulsa $30.9 million
38 Sustainable Advisors Alliance LLC Tulsa $27.9 million
39 Robert Stephen Capital Management LLC Tulsa $25.7 million
40 Meliora Capital Tulsa $25.6 million
41 Servo Wealth Management LLC Oklahoma City $24.8 million
42 Asset Management Advisors, LLC Oklahoma City $23.6 million
43 G. Dewayne McAnally Oklahoma City $18.1 million
44 Revo Financial, LLC Bartlesville $16.9 million
45 Adaptation Financial Advisors Inc. Oklahoma City $16.5 million
46 Compass Capital Management, LLC McAlester $11.7 million
47 10ELMS LLP Tulsa $11.1 million
48 F.I.G. Financial Advisory Services, Inc. Oklahoma City $10.6 million
49 Archambo Financial Advisors, Inc. Bartlesville $5.9 million
50 Tom Johnson Investment Management, LLC Oklahoma City $3.7 million
51 Fmi Ardmore $3.7 million
52 Longbow Asset Management Tulsa $3.0 million
53 Perissos Private Wealth Management Bethany $2.2 million

53 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.