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AdvisorIQ

Ranking, Oklahoma

Fastest-growing wealth firms over one year, including broker-dealer firms in Oklahoma

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

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

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.

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 Bok Financial Advisors Broker-dealer affiliated Tulsa 26.6% $835.6 million
10 Sutterfield Financial Group, Inc. Bartlesville 24.3% $220.8 million
11 Castlepoint Wealth Advisors Oklahoma City 24.2% $605.0 million
12 R.J. Cloud Advisors & Company Bixby 23.9% $138.2 million
13 Allegiant Wealth Advisors, LLC Tulsa 22.1% $956.5 million
14 Redstone Wealth Management, LLC Oklahoma City 22.0% $153.8 million
15 Council Oak Wealth Advisors Tulsa 21.6% $435.2 million
16 Summit Wealth Group, LLC Tulsa 21.6% $150.0 million
17 Sageoak Financial, LLC Tulsa 21.5% $143.9 million
18 Forge Financial Edmond 21.3% $1.2 billion
19 Windle Wealth Oklahoma City 20.8% $207.8 million
20 Cadent Capital Advisors, LLC Tulsa 20.7% $651.0 million
21 Everpar Advisors LLC Tulsa 20.3% $488.5 million
22 Hogantaylor Wealth Tulsa 19.3% $496.8 million
23 Hughes Warren, Inc. Edmond 18.9% $185.4 million
24 Drawbridge Capital Tulsa 18.3% $189.9 million
25 Retirement Investment Advisors Inc Broker-dealer affiliated Oklahoma City 17.5% $1.3 billion
26 Gaddis Premier Wealth Advisors LLC Durant 17.4% $314.0 million
27 Meliora Capital Tulsa 17.2% $149.2 million
28 Servo Wealth Management LLC Oklahoma City 16.6% $149.0 million
29 Access Financial Resources Inc. Oklahoma City 15.7% $355.0 million
30 Transcendent Capital Group Edmond 15.6% $312.1 million
31 The Legacy Financial Group, Inc. Tulsa 15.0% $513.6 million
32 The Advisory Resource Group, LLC Tulsa 14.6% $808.8 million
33 Revo Financial, LLC Bartlesville 14.2% $118.6 million
34 Olistico Wealth, LLC Tulsa 14.0% $325.8 million
35 Fourpath Capital Management, LLC Oklahoma City 13.7% $931.1 million
36 Sustainable Advisors Alliance LLC Tulsa 13.5% $207.0 million
37 Robert Stephen Capital Management LLC Tulsa 13.3% $193.5 million
38 Vista Investment Partners LLC Oklahoma City 12.9% $541.0 million
39 Warburton Capital Management, LLC Tulsa 12.2% $701.1 million
40 Asset Management Advisors, LLC Oklahoma City 11.9% $197.7 million
41 G. Dewayne McAnally Oklahoma City 11.9% $152.0 million
42 Pinnacle Investment Advisors Tulsa 11.7% $455.2 million
43 Compass Capital Management, LLC McAlester 10.9% $107.3 million
44 Mitchell & Pahl Private Wealth Oklahoma City 10.8% $406.0 million
45 10ELMS LLP Tulsa 10.2% $109.5 million
46 Melia Wealth LLC Tulsa 9.9% $509.5 million
47 Adaptation Financial Advisors Inc. Oklahoma City 7.6% $217.1 million
48 F.I.G. Financial Advisory Services, Inc. Oklahoma City 7.0% $151.8 million
49 Archambo Financial Advisors, Inc. Bartlesville 3.7% $157.2 million
50 Longbow Asset Management Tulsa 2.3% $131.4 million
51 Perissos Private Wealth Management Bethany 1.3% $164.9 million
52 Fmi Ardmore 1.2% $314.6 million
53 Tom Johnson Investment Management, LLC Oklahoma City 0.2% $1.6 billion
54 Bison Capital Advisors, LLC Oklahoma City 0.0% $250.0 million
55 Scissortail Wealth Management, LLC Tulsa -3.3% $587.5 million
56 Comprehensive Financial Planning Inc Oklahoma City -3.6% $182.5 million
57 Fredric E. Russell Investment Management Co. Tulsa -8.6% $150.4 million
58 Triton Financial Group, Inc Oklahoma City -11.7% $293.0 million

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

More rankings

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.