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Ranking, Oklahoma

Fastest-growing independent RIAs over one year in Oklahoma

As of October 2, 2026, McGuire Capital Advisors, Inc. ranked #1 in Oklahoma in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 74.3%, from a base of $116.1 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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.

Fastest-growing independent RIAs over one year in Oklahoma
Rank Firm City Growth Starting value
1 McGuire Capital Advisors, Inc. Bethany 74.3% $116.1 million
2 Gibraltar Capital Management, Inc. Tulsa 60.5% $840.6 million
3 Burkholder Wealth Management Tulsa 48.9% $255.1 million
4 Oath Planning, LLC Tulsa 41.9% $200.6 million
5 J M Brown Financial Partners Tulsa 27.9% $158.0 million
6 JM2 Capital Inc. Edmond 27.9% $186.4 million
7 Plan Group Financial, Inc. Oklahoma City 27.5% $541.4 million
8 Lig Capital Management, LLC Oklahoma City 27.3% $196.8 million
9 Sutterfield Financial Group, Inc. Bartlesville 24.3% $220.8 million
10 Castlepoint Wealth Advisors Oklahoma City 24.2% $605.0 million
11 R.J. Cloud Advisors & Company Bixby 23.9% $138.2 million
12 Allegiant Wealth Advisors, LLC Tulsa 22.1% $956.5 million
13 Redstone Wealth Management, LLC Oklahoma City 22.0% $153.8 million
14 Council Oak Wealth Advisors Tulsa 21.6% $435.2 million
15 Summit Wealth Group, LLC Tulsa 21.6% $150.0 million
16 Sageoak Financial, LLC Tulsa 21.5% $143.9 million
17 Forge Financial Edmond 21.3% $1.2 billion
18 Windle Wealth Oklahoma City 20.8% $207.8 million
19 Cadent Capital Advisors, LLC Tulsa 20.7% $651.0 million
20 Everpar Advisors LLC Tulsa 20.3% $488.5 million
21 Hogantaylor Wealth Tulsa 19.3% $496.8 million
22 Hughes Warren, Inc. Edmond 18.9% $185.4 million
23 Drawbridge Capital Tulsa 18.3% $189.9 million
24 Gaddis Premier Wealth Advisors LLC Durant 17.4% $314.0 million
25 Meliora Capital Tulsa 17.2% $149.2 million
26 Servo Wealth Management LLC Oklahoma City 16.6% $149.0 million
27 Access Financial Resources Inc. Oklahoma City 15.7% $355.0 million
28 Transcendent Capital Group Edmond 15.6% $312.1 million
29 The Legacy Financial Group, Inc. Tulsa 15.0% $513.6 million
30 The Advisory Resource Group, LLC Tulsa 14.6% $808.8 million
31 Revo Financial, LLC Bartlesville 14.2% $118.6 million
32 Olistico Wealth, LLC Tulsa 14.0% $325.8 million
33 Fourpath Capital Management, LLC Oklahoma City 13.7% $931.1 million
34 Sustainable Advisors Alliance LLC Tulsa 13.5% $207.0 million
35 Robert Stephen Capital Management LLC Tulsa 13.3% $193.5 million
36 Vista Investment Partners LLC Oklahoma City 12.9% $541.0 million
37 Warburton Capital Management, LLC Tulsa 12.2% $701.1 million
38 Asset Management Advisors, LLC Oklahoma City 11.9% $197.7 million
39 G. Dewayne McAnally Oklahoma City 11.9% $152.0 million
40 Pinnacle Investment Advisors Tulsa 11.7% $455.2 million
41 Compass Capital Management, LLC McAlester 10.9% $107.3 million
42 Mitchell & Pahl Private Wealth Oklahoma City 10.8% $406.0 million
43 10ELMS LLP Tulsa 10.2% $109.5 million
44 Melia Wealth LLC Tulsa 9.9% $509.5 million
45 Adaptation Financial Advisors Inc. Oklahoma City 7.6% $217.1 million
46 F.I.G. Financial Advisory Services, Inc. Oklahoma City 7.0% $151.8 million
47 Archambo Financial Advisors, Inc. Bartlesville 3.7% $157.2 million
48 Longbow Asset Management Tulsa 2.3% $131.4 million
49 Perissos Private Wealth Management Bethany 1.3% $164.9 million
50 Fmi Ardmore 1.2% $314.6 million
51 Tom Johnson Investment Management, LLC Oklahoma City 0.2% $1.6 billion
52 Bison Capital Advisors, LLC Oklahoma City 0.0% $250.0 million
53 Scissortail Wealth Management, LLC Tulsa -3.3% $587.5 million
54 Comprehensive Financial Planning Inc Oklahoma City -3.6% $182.5 million
55 Fredric E. Russell Investment Management Co. Tulsa -8.6% $150.4 million
56 Triton Financial Group, Inc Oklahoma City -11.7% $293.0 million

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

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Fastest growing 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.