{"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":"Fastest-growing independent RIAs over three years in Oklahoma","lead":"As of October 2, 2026, Burkholder Wealth Management ranked #1 in Oklahoma in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 49.2%, from a base of $114.3 million.","as_of":"2026-10-02","facts":{"ranking":"Fastest-growing independent RIAs over three years","how_it_is_computed":"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.","unit":"pct","scope":"Oklahoma","firms_listed":47,"rows":[{"rank":1,"crd":305300,"firm":"Burkholder Wealth Management","city":"Tulsa","state":"OK","value":0.492244459243323,"base_value":114318000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305300/"},{"rank":2,"crd":116508,"firm":"Plan Group Financial, Inc.","city":"Oklahoma City","state":"OK","value":0.417716569933679,"base_value":242254517,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116508/"},{"rank":3,"crd":299187,"firm":"Oath Planning, LLC","city":"Tulsa","state":"OK","value":0.402515792989143,"base_value":103189578,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299187/"},{"rank":4,"crd":313573,"firm":"Fourpath Capital Management, LLC","city":"Oklahoma City","state":"OK","value":0.334921766020711,"base_value":445030764,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313573/"},{"rank":5,"crd":205512,"firm":"Castlepoint Wealth Advisors","city":"Oklahoma City","state":"OK","value":0.320031146033155,"base_value":326698065,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/205512/"},{"rank":6,"crd":309192,"firm":"Adaptation Financial Advisors Inc.","city":"Oklahoma City","state":"OK","value":0.314040530514799,"base_value":102956137,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309192/"},{"rank":7,"crd":315028,"firm":"Olistico Wealth, LLC","city":"Tulsa","state":"OK","value":0.299848956694064,"base_value":169157421,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315028/"},{"rank":8,"crd":292351,"firm":"JM2 Capital Inc.","city":"Edmond","state":"OK","value":0.286225472288958,"base_value":112058789,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292351/"},{"rank":9,"crd":130489,"firm":"Lig Capital Management, LLC","city":"Oklahoma City","state":"OK","value":0.283643989607507,"base_value":118389230,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130489/"},{"rank":10,"crd":122328,"firm":"Gibraltar Capital Management, Inc.","city":"Tulsa","state":"OK","value":0.233147979582192,"base_value":719383135,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122328/"},{"rank":11,"crd":285653,"firm":"Windle Wealth","city":"Oklahoma City","state":"OK","value":0.213033585368848,"base_value":140648523,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285653/"},{"rank":12,"crd":135059,"firm":"The Legacy Financial Group, Inc.","city":"Tulsa","state":"OK","value":0.207295745791973,"base_value":335700000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135059/"},{"rank":13,"crd":311525,"firm":"Redstone Wealth Management, LLC","city":"Oklahoma City","state":"OK","value":0.202302256713019,"base_value":108000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311525/"},{"rank":14,"crd":306480,"firm":"Forge Financial","city":"Edmond","state":"OK","value":0.194993113728239,"base_value":854028314,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306480/"},{"rank":15,"crd":289371,"firm":"R.J. Cloud Advisors & Company","city":"Bixby","state":"OK","value":0.194497815540771,"base_value":100500000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289371/"},{"rank":16,"crd":166118,"firm":"Summit Wealth Group, LLC","city":"Tulsa","state":"OK","value":0.189858700693294,"base_value":108331584,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166118/"},{"rank":17,"crd":145570,"firm":"Hughes Warren, Inc.","city":"Edmond","state":"OK","value":0.188529961116068,"base_value":131360826,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145570/"},{"rank":18,"crd":166927,"firm":"Sageoak Financial, LLC","city":"Tulsa","state":"OK","value":0.178693934104133,"base_value":106752667,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166927/"},{"rank":19,"crd":317837,"firm":"Gaddis Premier Wealth Advisors LLC","city":"Durant","state":"OK","value":0.175807128295278,"base_value":226716944,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317837/"},{"rank":20,"crd":141969,"firm":"Warburton Capital Management, LLC","city":"Tulsa","state":"OK","value":0.164115871989756,"base_value":498629087,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141969/"},{"rank":21,"crd":297180,"firm":"Council Oak Wealth Advisors","city":"Tulsa","state":"OK","value":0.162207273448386,"base_value":337213665,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297180/"},{"rank":22,"crd":115652,"firm":"Sutterfield Financial Group, Inc.","city":"Bartlesville","state":"OK","value":0.162160401412072,"base_value":174816099,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115652/"},{"rank":23,"crd":128636,"firm":"Drawbridge Capital","city":"Tulsa","state":"OK","value":0.156934994446275,"base_value":145033568,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128636/"},{"rank":24,"crd":290110,"firm":"The Advisory Resource Group, LLC","city":"Tulsa","state":"OK","value":0.152049615866129,"base_value":605988706,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290110/"},{"rank":25,"crd":117600,"firm":"Fmi","city":"Ardmore","state":"OK","value":0.149945178291463,"base_value":209323655,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117600/"},{"rank":26,"crd":111309,"firm":"Asset Management Advisors, LLC","city":"Oklahoma City","state":"OK","value":0.146340323160527,"base_value":146889040,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111309/"},{"rank":27,"crd":118511,"firm":"G. Dewayne McAnally","city":"Oklahoma City","state":"OK","value":0.145323322329235,"base_value":113225508,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118511/"},{"rank":28,"crd":316872,"firm":"Transcendent Capital Group","city":"Edmond","state":"OK","value":0.143512637119428,"base_value":241250484,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316872/"},{"rank":29,"crd":172367,"firm":"Meliora Capital","city":"Tulsa","state":"OK","value":0.128704408893443,"base_value":121574461,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172367/"},{"rank":30,"crd":307625,"firm":"Mitchell & Pahl Private Wealth","city":"Oklahoma City","state":"OK","value":0.127260177773231,"base_value":314111980,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307625/"},{"rank":31,"crd":312061,"firm":"Sustainable Advisors Alliance LLC","city":"Tulsa","state":"OK","value":0.1171492522265,"base_value":168438791,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312061/"},{"rank":32,"crd":297761,"firm":"Scissortail Wealth Management, LLC","city":"Tulsa","state":"OK","value":0.116075706315751,"base_value":408705194,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297761/"},{"rank":33,"crd":169704,"firm":"Cadent Capital Advisors, LLC","city":"Tulsa","state":"OK","value":0.115661325802091,"base_value":565873519,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169704/"},{"rank":34,"crd":145402,"firm":"Melia Wealth LLC","city":"Tulsa","state":"OK","value":0.110106886082221,"base_value":409429767,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145402/"},{"rank":35,"crd":108086,"firm":"Pinnacle Investment Advisors","city":"Tulsa","state":"OK","value":0.106912867504898,"base_value":374807574,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108086/"},{"rank":36,"crd":306471,"firm":"Bison Capital Advisors, LLC","city":"Oklahoma City","state":"OK","value":0.104782432122579,"base_value":185400000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306471/"},{"rank":37,"crd":109495,"firm":"Access Financial Resources Inc.","city":"Oklahoma City","state":"OK","value":0.102501000555238,"base_value":306397359,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109495/"},{"rank":38,"crd":126193,"firm":"Longbow Asset Management","city":"Tulsa","state":"OK","value":0.0855724232438233,"base_value":105074868,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126193/"},{"rank":39,"crd":105506,"firm":"F.I.G. 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Russell Investment Management Co.","city":"Tulsa","state":"OK","value":-0.0162425729804369,"base_value":144399978,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108886/"},{"rank":46,"crd":309294,"firm":"Triton Financial Group, Inc","city":"Oklahoma City","state":"OK","value":-0.0234798814923292,"base_value":277844408,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309294/"},{"rank":47,"crd":286014,"firm":"Vista Investment Partners LLC","city":"Oklahoma City","state":"OK","value":-0.0569822490207778,"base_value":728089179,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286014/"}]},"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":"Fastest-growing independent RIAs over three years, nationally","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/"},{"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/fastest-growing-3-year/oklahoma/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/oklahoma/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}