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For asset managers
AdvisorIQ

Ranking, Oklahoma

Largest wealth firms by assets under management, including broker-dealer firms in Oklahoma

As of October 2, 2026, Tom Johnson Investment Management, LLC ranked #1 in Oklahoma in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $1.6 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Tom Johnson Investment Management, LLC Oklahoma City $1.6 billion
2 Trinity Strategic Wealth Tulsa $1.5 billion
3 Retirement Investment Advisors Inc Broker-dealer affiliated Oklahoma City $1.5 billion
4 Forge Financial Edmond $1.5 billion
5 Gibraltar Capital Management, Inc. Tulsa $1.3 billion
6 Allegiant Wealth Advisors, LLC Tulsa $1.2 billion
7 Fourpath Capital Management, LLC Oklahoma City $1.1 billion
8 Bok Financial Advisors Broker-dealer affiliated Tulsa $1.1 billion
9 The Advisory Resource Group, LLC Tulsa $926.6 million
10 Warburton Capital Management, LLC Tulsa $786.6 million
11 Cadent Capital Advisors, LLC Tulsa $785.8 million
12 Castlepoint Wealth Advisors Oklahoma City $751.4 million
13 Plan Group Financial, Inc. Oklahoma City $690.3 million
14 Bridgecreek Financial Group Tulsa $649.9 million
15 Vista Investment Partners LLC Oklahoma City $610.6 million
16 Hogantaylor Wealth Tulsa $592.8 million
17 The Legacy Financial Group, Inc. Tulsa $590.7 million
18 Everpar Advisors LLC Tulsa $587.8 million
19 Scissortail Wealth Management, LLC Tulsa $568.2 million
20 Melia Wealth LLC Tulsa $560.1 million
21 Council Oak Wealth Advisors Tulsa $529.4 million
22 Pinnacle Investment Advisors Tulsa $508.3 million
23 Mitchell & Pahl Private Wealth Oklahoma City $449.9 million
24 Access Financial Resources Inc. Oklahoma City $410.6 million
25 Burkholder Wealth Management Tulsa $379.9 million
26 Olistico Wealth, LLC Tulsa $371.5 million
27 Gaddis Premier Wealth Advisors LLC Durant $368.5 million
28 Transcendent Capital Group Edmond $360.7 million
29 Fmi Ardmore $318.3 million
30 Oath Planning, LLC Tulsa $284.7 million
31 Sutterfield Financial Group, Inc. Bartlesville $274.4 million
32 Triton Financial Group, Inc Oklahoma City $258.7 million
33 Windle Wealth Oklahoma City $251.0 million
34 Lig Capital Management, LLC Oklahoma City $250.4 million
35 Bison Capital Advisors, LLC Oklahoma City $250.0 million
36 JM2 Capital Inc. Edmond $238.4 million
37 Sustainable Advisors Alliance LLC Tulsa $234.8 million
38 Adaptation Financial Advisors Inc. Oklahoma City $233.6 million
39 Drawbridge Capital Tulsa $224.6 million
40 Asset Management Advisors, LLC Oklahoma City $221.3 million
41 Hughes Warren, Inc. Edmond $220.5 million
42 Robert Stephen Capital Management LLC Tulsa $219.1 million
43 McGuire Capital Advisors, Inc. Bethany $202.4 million
44 J M Brown Financial Partners Tulsa $202.1 million
45 Redstone Wealth Management, LLC Oklahoma City $187.7 million
46 Summit Wealth Group, LLC Tulsa $182.5 million
47 Comprehensive Financial Planning Inc Oklahoma City $176.0 million
48 Meliora Capital Tulsa $174.8 million
49 Sageoak Financial, LLC Tulsa $174.8 million
50 Servo Wealth Management LLC Oklahoma City $173.8 million
51 R.J. Cloud Advisors & Company Bixby $171.3 million
52 G. Dewayne McAnally Oklahoma City $170.1 million
53 Perissos Private Wealth Management Bethany $167.1 million
54 Archambo Financial Advisors, Inc. Bartlesville $163.1 million
55 F.I.G. Financial Advisory Services, Inc. Oklahoma City $162.4 million
56 Fredric E. Russell Investment Management Co. Tulsa $137.5 million
57 Revo Financial, LLC Bartlesville $135.4 million
58 Longbow Asset Management Tulsa $134.4 million
59 10ELMS LLP Tulsa $120.6 million
60 Compass Capital Management, LLC McAlester $119.0 million
61 Chappelwood Financial Services Edmond $113.1 million
62 L&S Private Wealth, LLC Oklahoma City $108.5 million
63 Wealth Management Solutions Claremore $106.3 million
64 Tao Private Wealth, LLC Tulsa $104.2 million
65 Leonard Investment Advisors Inc. Oklahoma City $95.7 million
66 Womack Investment Advisers, Inc Edmond $95.3 million
67 Chartmark Investments, Inc. Tulsa $87.6 million
68 Cathedral Square Capital Tulsa $86.8 million
69 Gibco Capital Advisors Clinton $86.8 million
70 Wto Advisors, LLC Edmond $84.6 million
71 Everwealth Tulsa $81.7 million
72 DBA Upal or United Professionals Assoc. Ltd. Tulsa $79.5 million
73 Regent Wealth Management, Inc. Tulsa $75.7 million
74 Soard Financial Management, LLC Edmond $73.0 million
75 L & M Wealth Management and Retirement Solutions, LLC Oklahoma City $67.2 million
76 Main Street Investment Management Edmond $66.1 million
77 Integra Private Wealth Management, LLC Tulsa $65.6 million
78 Step by Step Financial, LLC Tulsa $62.9 million
79 Vault Wealth Oklahoma City $61.4 million
80 C.E.C. Wealth Management Tulsa $60.9 million
81 Stagner Financial Advisory Edmond $59.7 million
82 Arrow Investment Management LLC Oklahoma City $58.9 million
83 CCR Investment Advisers, LLC Ponca City $55.8 million
84 Coachwise Financial Solutions, Inc. Tulsa $55.2 million
85 Conkin Financial Group, Inc. Edmond $54.8 million
86 Elevation Wealth Partners, LLC Oklahoma City $53.3 million
87 Wilshire-Pennington Group, Inc. Nichols Hills $52.8 million
88 Ameritrust Investment Advisors Inc Tulsa $52.4 million
89 D.M. Wealth Management, Inc. Norman $47.0 million
90 Maxwell and Morse Capital Management, Inc. Tulsa $45.4 million
91 A-Team Financial Investments Oklahoma City $44.7 million
92 Winston & Company, Inc. Edmond $42.7 million
93 Netadvizor Wealth LLC Jenks $40.4 million
94 Valendo Private Asset Management, Inc. Nichols Hills $39.8 million
95 Entrust Parable Capital, LLC Edmond $39.1 million
96 Access Advisory Group LLC Broker-dealer affiliated Oklahoma City $38.2 million
97 Core Wealth Management, LLC Oklahoma City $37.6 million
98 Aspen Wealth Planners LLC Broken Arrow $34.6 million
99 Odingard Capital Management Tulsa $34.2 million
100 Perspective Advisors, LLC Bartlesville $34.0 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Largest 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.