{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the fastest client growth over one year in Oklahoma","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the fastest client growth over one year","how_it_is_computed":"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.","unit":"pct","scope":"Oklahoma","firms_listed":50,"rows":[{"rank":1,"crd":145570,"firm":"Hughes Warren, Inc.","city":"Edmond","state":"OK","value":1.44108761329305,"base_value":331,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145570/"},{"rank":2,"crd":130489,"firm":"Lig Capital Management, LLC","city":"Oklahoma City","state":"OK","value":0.469964664310954,"base_value":283,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130489/"},{"rank":3,"crd":122328,"firm":"Gibraltar Capital Management, Inc.","city":"Tulsa","state":"OK","value":0.34263959390863,"base_value":394,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122328/"},{"rank":4,"crd":217514,"firm":"Perissos Private Wealth Management","city":"Bethany","state":"OK","value":0.326633165829146,"base_value":199,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/217514/"},{"rank":5,"crd":299187,"firm":"Oath Planning, LLC","city":"Tulsa","state":"OK","value":0.274111675126903,"base_value":394,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299187/"},{"rank":6,"crd":169704,"firm":"Cadent Capital Advisors, LLC","city":"Tulsa","state":"OK","value":0.22463768115942,"base_value":552,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169704/"},{"rank":7,"crd":164549,"firm":"McGuire Capital Advisors, Inc.","city":"Bethany","state":"OK","value":0.216216216216216,"base_value":1184,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164549/"},{"rank":8,"crd":315028,"firm":"Olistico Wealth, LLC","city":"Tulsa","state":"OK","value":0.205970149253731,"base_value":335,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315028/"},{"rank":9,"crd":326468,"firm":"Everpar Advisors LLC","city":"Tulsa","state":"OK","value":0.169642857142857,"base_value":224,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326468/"},{"rank":10,"crd":297180,"firm":"Council Oak Wealth Advisors","city":"Tulsa","state":"OK","value":0.152439024390244,"base_value":328,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297180/"},{"rank":11,"crd":285653,"firm":"Windle Wealth","city":"Oklahoma City","state":"OK","value":0.130311614730878,"base_value":353,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285653/"},{"rank":12,"crd":115652,"firm":"Sutterfield Financial Group, Inc.","city":"Bartlesville","state":"OK","value":0.1237721021611,"base_value":1018,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115652/"},{"rank":13,"crd":166118,"firm":"Summit Wealth Group, LLC","city":"Tulsa","state":"OK","value":0.123505976095617,"base_value":251,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166118/"},{"rank":14,"crd":305300,"firm":"Burkholder Wealth Management","city":"Tulsa","state":"OK","value":0.121338912133891,"base_value":239,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305300/"},{"rank":15,"crd":317837,"firm":"Gaddis Premier Wealth Advisors LLC","city":"Durant","state":"OK","value":0.110266159695817,"base_value":1315,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317837/"},{"rank":16,"crd":306480,"firm":"Forge Financial","city":"Edmond","state":"OK","value":0.0984528832630098,"base_value":8532,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306480/"},{"rank":17,"crd":205512,"firm":"Castlepoint Wealth Advisors","city":"Oklahoma City","state":"OK","value":0.0926640926640927,"base_value":259,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/205512/"},{"rank":18,"crd":312061,"firm":"Sustainable Advisors Alliance LLC","city":"Tulsa","state":"OK","value":0.075091575091575,"base_value":546,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312061/"},{"rank":19,"crd":129696,"firm":"Hogantaylor Wealth","city":"Tulsa","state":"OK","value":0.0664819944598338,"base_value":361,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129696/"},{"rank":20,"crd":108086,"firm":"Pinnacle Investment Advisors","city":"Tulsa","state":"OK","value":0.0593220338983051,"base_value":472,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108086/"},{"rank":21,"crd":109495,"firm":"Access Financial Resources Inc.","city":"Oklahoma City","state":"OK","value":0.0411585365853659,"base_value":656,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109495/"},{"rank":22,"crd":116508,"firm":"Plan Group Financial, Inc.","city":"Oklahoma City","state":"OK","value":0.0391489361702129,"base_value":1175,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116508/"},{"rank":23,"crd":118511,"firm":"G. Dewayne McAnally","city":"Oklahoma City","state":"OK","value":0.0363636363636364,"base_value":385,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118511/"},{"rank":24,"crd":313573,"firm":"Fourpath Capital Management, LLC","city":"Oklahoma City","state":"OK","value":0.0314070351758795,"base_value":796,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313573/"},{"rank":25,"crd":166927,"firm":"Sageoak Financial, LLC","city":"Tulsa","state":"OK","value":0.030188679245283,"base_value":265,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166927/"},{"rank":26,"crd":117600,"firm":"Fmi","city":"Ardmore","state":"OK","value":0.0301724137931034,"base_value":696,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117600/"},{"rank":27,"crd":135059,"firm":"The Legacy Financial Group, Inc.","city":"Tulsa","state":"OK","value":0.0258899676375404,"base_value":309,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135059/"},{"rank":28,"crd":128636,"firm":"Drawbridge Capital","city":"Tulsa","state":"OK","value":0.025078369905956,"base_value":957,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128636/"},{"rank":29,"crd":309192,"firm":"Adaptation Financial Advisors Inc.","city":"Oklahoma City","state":"OK","value":0.0237388724035608,"base_value":674,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309192/"},{"rank":30,"crd":316872,"firm":"Transcendent Capital Group","city":"Edmond","state":"OK","value":0.0199203187250996,"base_value":502,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316872/"},{"rank":31,"crd":141969,"firm":"Warburton Capital Management, LLC","city":"Tulsa","state":"OK","value":0.00225733634311509,"base_value":443,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141969/"},{"rank":32,"crd":306471,"firm":"Bison Capital Advisors, LLC","city":"Oklahoma City","state":"OK","value":0,"base_value":163,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306471/"},{"rank":32,"crd":307625,"firm":"Mitchell & Pahl Private Wealth","city":"Oklahoma City","state":"OK","value":0,"base_value":225,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307625/"},{"rank":34,"crd":290110,"firm":"The Advisory Resource Group, LLC","city":"Tulsa","state":"OK","value":-0.0042134831460674,"base_value":712,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290110/"},{"rank":35,"crd":111309,"firm":"Asset Management Advisors, LLC","city":"Oklahoma City","state":"OK","value":-0.0194174757281553,"base_value":103,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111309/"},{"rank":36,"crd":118427,"firm":"J M Brown Financial Partners","city":"Tulsa","state":"OK","value":-0.0195694716242661,"base_value":511,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118427/"},{"rank":37,"crd":105506,"firm":"F.I.G. 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Cloud Advisors & Company","city":"Bixby","state":"OK","value":-0.0751445086705202,"base_value":173,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289371/"},{"rank":45,"crd":129927,"firm":"Archambo Financial Advisors, Inc.","city":"Bartlesville","state":"OK","value":-0.108597285067873,"base_value":442,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129927/"},{"rank":46,"crd":297761,"firm":"Scissortail Wealth Management, LLC","city":"Tulsa","state":"OK","value":-0.111721611721612,"base_value":546,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297761/"},{"rank":47,"crd":172646,"firm":"Revo Financial, LLC","city":"Bartlesville","state":"OK","value":-0.115789473684211,"base_value":190,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172646/"},{"rank":48,"crd":311525,"firm":"Redstone Wealth Management, LLC","city":"Oklahoma City","state":"OK","value":-0.153103448275862,"base_value":725,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311525/"},{"rank":49,"crd":118588,"firm":"Robert Stephen Capital Management LLC","city":"Tulsa","state":"OK","value":-0.367003367003367,"base_value":297,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118588/"},{"rank":50,"crd":145402,"firm":"Melia Wealth LLC","city":"Tulsa","state":"OK","value":-0.504891535516801,"base_value":2351,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145402/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the fastest client growth over one year, nationally","url":"https://advisoriq.com/ria/rankings/client-growth/"},{"title":"RIA market data for Oklahoma","url":"https://advisoriq.com/ria/states/oklahoma/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/client-growth/oklahoma/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/oklahoma/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}