Ranking, Oklahoma

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Oklahoma

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

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

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Oklahoma
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	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	5.4%	1,381
22	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	4.9%	3,179
23	Access Financial Resources Inc.	Oklahoma City	4.1%	656
24	Plan Group Financial, Inc.	Oklahoma City	3.9%	1,175
25	G. Dewayne McAnally	Oklahoma City	3.6%	385
26	Fourpath Capital Management, LLC	Oklahoma City	3.1%	796
27	Sageoak Financial, LLC	Tulsa	3.0%	265
28	Fmi	Ardmore	3.0%	696
29	The Legacy Financial Group, Inc.	Tulsa	2.6%	309
30	Drawbridge Capital	Tulsa	2.5%	957
31	Adaptation Financial Advisors Inc.	Oklahoma City	2.4%	674
32	Transcendent Capital Group	Edmond	2.0%	502
33	Warburton Capital Management, LLC	Tulsa	0.2%	443
34	Bison Capital Advisors, LLC	Oklahoma City	0.0%	163
34	Mitchell & Pahl Private Wealth	Oklahoma City	0.0%	225
36	The Advisory Resource Group, LLC	Tulsa	-0.4%	712
37	Asset Management Advisors, LLC	Oklahoma City	-1.9%	103
38	J M Brown Financial Partners	Tulsa	-2.0%	511
39	F.I.G. Financial Advisory Services, Inc.	Oklahoma City	-2.4%	248
40	Compass Capital Management, LLC	McAlester	-2.8%	246
41	Longbow Asset Management	Tulsa	-2.9%	272
42	Vista Investment Partners LLC	Oklahoma City	-3.8%	498
43	Comprehensive Financial Planning Inc	Oklahoma City	-3.8%	104
44	Tom Johnson Investment Management, LLC	Oklahoma City	-4.1%	11,742
45	Triton Financial Group, Inc	Oklahoma City	-7.4%	338
46	R.J. Cloud Advisors & Company	Bixby	-7.5%	173
47	Archambo Financial Advisors, Inc.	Bartlesville	-10.9%	442
48	Scissortail Wealth Management, LLC	Tulsa	-11.2%	546
49	Revo Financial, LLC	Bartlesville	-11.6%	190
50	Redstone Wealth Management, LLC	Oklahoma City	-15.3%	725
51	Robert Stephen Capital Management LLC	Tulsa	-36.7%	297
52	Melia Wealth LLC	Tulsa	-50.5%	2,351

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

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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.