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AdvisorIQ

Ranking, Oklahoma

Fastest-growing wealth firms over three years, including broker-dealer firms in Oklahoma

As of October 2, 2026, Burkholder Wealth Management ranked #1 in Oklahoma in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 49.2%, from a base of $114.3 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Burkholder Wealth Management Tulsa 49.2% $114.3 million
2 Plan Group Financial, Inc. Oklahoma City 41.8% $242.3 million
3 Oath Planning, LLC Tulsa 40.3% $103.2 million
4 Fourpath Capital Management, LLC Oklahoma City 33.5% $445.0 million
5 Castlepoint Wealth Advisors Oklahoma City 32.0% $326.7 million
6 Adaptation Financial Advisors Inc. Oklahoma City 31.4% $103.0 million
7 Olistico Wealth, LLC Tulsa 30.0% $169.2 million
8 JM2 Capital Inc. Edmond 28.6% $112.1 million
9 Lig Capital Management, LLC Oklahoma City 28.4% $118.4 million
10 Gibraltar Capital Management, Inc. Tulsa 23.3% $719.4 million
11 Windle Wealth Oklahoma City 21.3% $140.6 million
12 The Legacy Financial Group, Inc. Tulsa 20.7% $335.7 million
13 Redstone Wealth Management, LLC Oklahoma City 20.2% $108.0 million
14 Forge Financial Edmond 19.5% $854.0 million
15 R.J. Cloud Advisors & Company Bixby 19.4% $100.5 million
16 Summit Wealth Group, LLC Tulsa 19.0% $108.3 million
17 Hughes Warren, Inc. Edmond 18.9% $131.4 million
18 Sageoak Financial, LLC Tulsa 17.9% $106.8 million
19 Gaddis Premier Wealth Advisors LLC Durant 17.6% $226.7 million
20 Retirement Investment Advisors Inc Broker-dealer affiliated Oklahoma City 17.0% $929.9 million
21 Warburton Capital Management, LLC Tulsa 16.4% $498.6 million
22 Council Oak Wealth Advisors Tulsa 16.2% $337.2 million
23 Sutterfield Financial Group, Inc. Bartlesville 16.2% $174.8 million
24 Drawbridge Capital Tulsa 15.7% $145.0 million
25 The Advisory Resource Group, LLC Tulsa 15.2% $606.0 million
26 Fmi Ardmore 15.0% $209.3 million
27 Asset Management Advisors, LLC Oklahoma City 14.6% $146.9 million
28 G. Dewayne McAnally Oklahoma City 14.5% $113.2 million
29 Transcendent Capital Group Edmond 14.4% $241.3 million
30 Meliora Capital Tulsa 12.9% $121.6 million
31 Mitchell & Pahl Private Wealth Oklahoma City 12.7% $314.1 million
32 Bok Financial Advisors Broker-dealer affiliated Tulsa 12.7% $739.3 million
33 Sustainable Advisors Alliance LLC Tulsa 11.7% $168.4 million
34 Scissortail Wealth Management, LLC Tulsa 11.6% $408.7 million
35 Cadent Capital Advisors, LLC Tulsa 11.6% $565.9 million
36 Melia Wealth LLC Tulsa 11.0% $409.4 million
37 Pinnacle Investment Advisors Tulsa 10.7% $374.8 million
38 Bison Capital Advisors, LLC Oklahoma City 10.5% $185.4 million
39 Access Financial Resources Inc. Oklahoma City 10.3% $306.4 million
40 Longbow Asset Management Tulsa 8.6% $105.1 million
41 F.I.G. Financial Advisory Services, Inc. Oklahoma City 5.6% $137.8 million
42 Archambo Financial Advisors, Inc. Bartlesville 4.8% $141.7 million
43 Comprehensive Financial Planning Inc Oklahoma City 4.5% $154.0 million
44 Hogantaylor Wealth Tulsa 2.7% $546.8 million
45 Tom Johnson Investment Management, LLC Oklahoma City 2.4% $1.5 billion
46 Robert Stephen Capital Management LLC Tulsa -0.7% $224.0 million
47 Fredric E. Russell Investment Management Co. Tulsa -1.6% $144.4 million
48 Triton Financial Group, Inc Oklahoma City -2.3% $277.8 million
49 Vista Investment Partners LLC Oklahoma City -5.7% $728.1 million

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

More rankings

Fastest growing, 3 years 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.