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AdvisorIQ

Ranking, Oklahoma

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

As of October 2, 2026, Plan Group Financial, Inc. ranked #1 in Oklahoma in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 30.2%, from a base of $184.5 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 five years between the SEC snapshots of October 4, 2021 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 Plan Group Financial, Inc. Oklahoma City 30.2% $184.5 million
2 Fourpath Capital Management, LLC Oklahoma City 20.5% $417.0 million
3 Castlepoint Wealth Advisors Oklahoma City 19.3% $310.8 million
4 The Legacy Financial Group, Inc. Tulsa 17.6% $263.0 million
5 Gibraltar Capital Management, Inc. Tulsa 17.1% $611.4 million
6 Scissortail Wealth Management, LLC Tulsa 16.2% $268.3 million
7 Warburton Capital Management, LLC Tulsa 15.0% $391.7 million
8 Council Oak Wealth Advisors Tulsa 14.8% $265.4 million
9 Melia Wealth LLC Tulsa 14.2% $289.0 million
10 Forge Financial Edmond 13.0% $790.9 million
11 Sustainable Advisors Alliance LLC Tulsa 11.8% $134.5 million
12 Fmi Ardmore 11.5% $185.0 million
13 Cadent Capital Advisors, LLC Tulsa 10.9% $468.6 million
14 The Advisory Resource Group, LLC Tulsa 10.1% $573.7 million
15 Pinnacle Investment Advisors Tulsa 10.0% $316.2 million
16 Hughes Warren, Inc. Edmond 9.9% $137.5 million
17 Access Financial Resources Inc. Oklahoma City 9.5% $260.3 million
18 Drawbridge Capital Tulsa 9.2% $144.6 million
19 Retirement Investment Advisors Inc Broker-dealer affiliated Oklahoma City 9.2% $960.0 million
20 Asset Management Advisors, LLC Oklahoma City 8.1% $150.2 million
21 Mitchell & Pahl Private Wealth Oklahoma City 6.9% $321.7 million
22 Sutterfield Financial Group, Inc. Bartlesville 6.5% $200.3 million
23 Archambo Financial Advisors, Inc. Bartlesville 5.7% $123.4 million
24 F.I.G. Financial Advisory Services, Inc. Oklahoma City 5.0% $127.0 million
25 Hogantaylor Wealth Tulsa 4.4% $478.6 million
26 Bison Capital Advisors, LLC Oklahoma City 4.1% $204.2 million
27 Vista Investment Partners LLC Oklahoma City 3.5% $513.3 million
28 Comprehensive Financial Planning Inc Oklahoma City 3.4% $149.2 million
29 Longbow Asset Management Tulsa 3.3% $114.5 million
30 Bok Financial Advisors Broker-dealer affiliated Tulsa 3.0% $912.8 million
31 Triton Financial Group, Inc Oklahoma City 2.0% $234.3 million
32 Robert Stephen Capital Management LLC Tulsa 0.8% $210.3 million
33 Tom Johnson Investment Management, LLC Oklahoma City -0.1% $1.6 billion
34 Fredric E. Russell Investment Management Co. Tulsa -2.2% $153.6 million
35 Adaptation Financial Advisors Inc. Oklahoma City -5.5% $309.9 million

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

More rankings

Fastest growing, 5 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.