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AdvisorIQ

Ranking, Oklahoma

Independent RIAs with the fastest client growth over one year in Oklahoma

As of October 2, 2026, Hughes Warren, Inc. ranked #1 in Oklahoma in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 144.1%, from a base of 331.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Hughes Warren, Inc. Edmond 144.1% 331
2 Lig Capital Management, LLC Oklahoma City 47.0% 283
3 Gibraltar Capital Management, Inc. Tulsa 34.3% 394
4 Perissos Private Wealth Management Bethany 32.7% 199
5 Oath Planning, LLC Tulsa 27.4% 394
6 Cadent Capital Advisors, LLC Tulsa 22.5% 552
7 McGuire Capital Advisors, Inc. Bethany 21.6% 1,184
8 Olistico Wealth, LLC Tulsa 20.6% 335
9 Everpar Advisors LLC Tulsa 17.0% 224
10 Council Oak Wealth Advisors Tulsa 15.2% 328
11 Windle Wealth Oklahoma City 13.0% 353
12 Sutterfield Financial Group, Inc. Bartlesville 12.4% 1,018
13 Summit Wealth Group, LLC Tulsa 12.4% 251
14 Burkholder Wealth Management Tulsa 12.1% 239
15 Gaddis Premier Wealth Advisors LLC Durant 11.0% 1,315
16 Forge Financial Edmond 9.8% 8,532
17 Castlepoint Wealth Advisors Oklahoma City 9.3% 259
18 Sustainable Advisors Alliance LLC Tulsa 7.5% 546
19 Hogantaylor Wealth Tulsa 6.6% 361
20 Pinnacle Investment Advisors Tulsa 5.9% 472
21 Access Financial Resources Inc. Oklahoma City 4.1% 656
22 Plan Group Financial, Inc. Oklahoma City 3.9% 1,175
23 G. Dewayne McAnally Oklahoma City 3.6% 385
24 Fourpath Capital Management, LLC Oklahoma City 3.1% 796
25 Sageoak Financial, LLC Tulsa 3.0% 265
26 Fmi Ardmore 3.0% 696
27 The Legacy Financial Group, Inc. Tulsa 2.6% 309
28 Drawbridge Capital Tulsa 2.5% 957
29 Adaptation Financial Advisors Inc. Oklahoma City 2.4% 674
30 Transcendent Capital Group Edmond 2.0% 502
31 Warburton Capital Management, LLC Tulsa 0.2% 443
32 Bison Capital Advisors, LLC Oklahoma City 0.0% 163
32 Mitchell & Pahl Private Wealth Oklahoma City 0.0% 225
34 The Advisory Resource Group, LLC Tulsa -0.4% 712
35 Asset Management Advisors, LLC Oklahoma City -1.9% 103
36 J M Brown Financial Partners Tulsa -2.0% 511
37 F.I.G. Financial Advisory Services, Inc. Oklahoma City -2.4% 248
38 Compass Capital Management, LLC McAlester -2.8% 246
39 Longbow Asset Management Tulsa -2.9% 272
40 Vista Investment Partners LLC Oklahoma City -3.8% 498
41 Comprehensive Financial Planning Inc Oklahoma City -3.8% 104
42 Tom Johnson Investment Management, LLC Oklahoma City -4.1% 11,742
43 Triton Financial Group, Inc Oklahoma City -7.4% 338
44 R.J. Cloud Advisors & Company Bixby -7.5% 173
45 Archambo Financial Advisors, Inc. Bartlesville -10.9% 442
46 Scissortail Wealth Management, LLC Tulsa -11.2% 546
47 Revo Financial, LLC Bartlesville -11.6% 190
48 Redstone Wealth Management, LLC Oklahoma City -15.3% 725
49 Robert Stephen Capital Management LLC Tulsa -36.7% 297
50 Melia Wealth LLC Tulsa -50.5% 2,351

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

More rankings

Client growth 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.