# Largest independent RIAs by assets under management in Oklahoma

As of October 2, 2026, Tom Johnson Investment Management, LLC ranked #1 in Oklahoma in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $1.6 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/oklahoma/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Oklahoma
- firms_listed: 100
- rows: rank: 1, crd: 104511, firm: Tom Johnson Investment Management, LLC, city: Oklahoma City, state: OK, value: 1632586982, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104511/; rank: 2, crd: 337956, firm: Trinity Strategic Wealth, city: Tulsa, state: OK, value: 1536077168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337956/; rank: 3, crd: 306480, firm: Forge Financial, city: Edmond, state: OK, value: 1457365476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306480/; rank: 4, crd: 122328, firm: Gibraltar Capital Management, Inc., city: Tulsa, state: OK, value: 1348981020, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122328/; rank: 5, crd: 330239, firm: Allegiant Wealth Advisors, LLC, city: Tulsa, state: OK, value: 1168282243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330239/; rank: 6, crd: 313573, firm: Fourpath Capital Management, LLC, city: Oklahoma City, state: OK, value: 1058662371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313573/; rank: 7, crd: 290110, firm: The Advisory Resource Group, LLC, city: Tulsa, state: OK, value: 926569671, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290110/; rank: 8, crd: 141969, firm: Warburton Capital Management, LLC, city: Tulsa, state: OK, value: 786622276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141969/; rank: 9, crd: 169704, firm: Cadent Capital Advisors, LLC, city: Tulsa, state: OK, value: 785808110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169704/; rank: 10, crd: 205512, firm: Castlepoint Wealth Advisors, city: Oklahoma City, state: OK, value: 751448285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/205512/; rank: 11, crd: 116508, firm: Plan Group Financial, Inc., city: Oklahoma City, state: OK, value: 690303586, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116508/; rank: 12, crd: 340683, firm: Bridgecreek Financial Group, city: Tulsa, state: OK, value: 649946000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340683/; rank: 13, crd: 286014, firm: Vista Investment Partners LLC, city: Oklahoma City, state: OK, value: 610582257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286014/; rank: 14, crd: 129696, firm: Hogantaylor Wealth, city: Tulsa, state: OK, value: 592795599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129696/; rank: 15, crd: 135059, firm: The Legacy Financial Group, Inc., city: Tulsa, state: OK, value: 590734523, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135059/; rank: 16, crd: 326468, firm: Everpar Advisors LLC, city: Tulsa, state: OK, value: 587838031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326468/; rank: 17, crd: 297761, firm: Scissortail Wealth Management, LLC, city: Tulsa, state: OK, value: 568186776, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297761/; rank: 18, crd: 145402, firm: Melia Wealth LLC, city: Tulsa, state: OK, value: 560110616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145402/; rank: 19, crd: 297180, firm: Council Oak Wealth Advisors, city: Tulsa, state: OK, value: 529365864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297180/; rank: 20, crd: 108086, firm: Pinnacle Investment Advisors, city: Tulsa, state: OK, value: 508333424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108086/; rank: 21, crd: 307625, firm: Mitchell & Pahl Private Wealth, city: Oklahoma City, state: OK, value: 449942478, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307625/; rank: 22, crd: 109495, firm: Access Financial Resources Inc., city: Oklahoma City, state: OK, value: 410602883, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109495/; rank: 23, crd: 305300, firm: Burkholder Wealth Management, city: Tulsa, state: OK, value: 379869603, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305300/; rank: 24, crd: 315028, firm: Olistico Wealth, LLC, city: Tulsa, state: OK, value: 371509330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315028/; rank: 25, crd: 317837, firm: Gaddis Premier Wealth Advisors LLC, city: Durant, state: OK, value: 368546461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317837/; rank: 26, crd: 316872, firm: Transcendent Capital Group, city: Edmond, state: OK, value: 360737340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316872/; rank: 27, crd: 117600, firm: Fmi, city: Ardmore, state: OK, value: 318309587, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117600/; rank: 28, crd: 299187, firm: Oath Planning, LLC, city: Tulsa, state: OK, value: 284681416, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299187/; rank: 29, crd: 115652, firm: Sutterfield Financial Group, Inc., city: Bartlesville, state: OK, value: 274397181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115652/; rank: 30, crd: 309294, firm: Triton Financial Group, Inc, city: Oklahoma City, state: OK, value: 258729081, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309294/; rank: 31, crd: 285653, firm: Windle Wealth, city: Oklahoma City, state: OK, value: 251046200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285653/; rank: 32, crd: 130489, firm: Lig Capital Management, LLC, city: Oklahoma City, state: OK, value: 250406715, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130489/; rank: 33, crd: 306471, firm: Bison Capital Advisors, LLC, city: Oklahoma City, state: OK, value: 250000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306471/; rank: 34, crd: 292351, firm: JM2 Capital Inc., city: Edmond, state: OK, value: 238449954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292351/; rank: 35, crd: 312061, firm: Sustainable Advisors Alliance LLC, city: Tulsa, state: OK, value: 234841969, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312061/; rank: 36, crd: 309192, firm: Adaptation Financial Advisors Inc., city: Oklahoma City, state: OK, value: 233603057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309192/; rank: 37, crd: 128636, firm: Drawbridge Capital, city: Tulsa, state: OK, value: 224592580, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128636/; rank: 38, crd: 111309, firm: Asset Management Advisors, LLC, city: Oklahoma City, state: OK, value: 221273854, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111309/; rank: 39, crd: 145570, firm: Hughes Warren, Inc., city: Edmond, state: OK, value: 220544521, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145570/; rank: 40, crd: 118588, firm: Robert Stephen Capital Management LLC, city: Tulsa, state: OK, value: 219130877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118588/; rank: 41, crd: 164549, firm: McGuire Capital Advisors, Inc., city: Bethany, state: OK, value: 202424203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164549/; rank: 42, crd: 118427, firm: J M Brown Financial Partners, city: Tulsa, state: OK, value: 202091848, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118427/; rank: 43, crd: 311525, firm: Redstone Wealth Management, LLC, city: Oklahoma City, state: OK, value: 187700203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311525/; rank: 44, crd: 166118, firm: Summit Wealth Group, LLC, city: Tulsa, state: OK, value: 182490922, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166118/; rank: 45, crd: 109822, firm: Comprehensive Financial Planning Inc, city: Oklahoma City, state: OK, value: 175954952, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109822/; rank: 46, crd: 172367, firm: Meliora Capital, city: Tulsa, state: OK, value: 174816740, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172367/; rank: 47, crd: 166927, firm: Sageoak Financial, LLC, city: Tulsa, state: OK, value: 174816282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166927/; rank: 48, crd: 159367, firm: Servo Wealth Management LLC, city: Oklahoma City, state: OK, value: 173757091, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159367/; rank: 49, crd: 289371, firm: R.J. Cloud Advisors & Company, city: Bixby, state: OK, value: 171286108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289371/; rank: 50, crd: 118511, firm: G. Dewayne McAnally, city: Oklahoma City, state: OK, value: 170109509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118511/; rank: 51, crd: 217514, firm: Perissos Private Wealth Management, city: Bethany, state: OK, value: 167076989, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217514/; rank: 52, crd: 129927, firm: Archambo Financial Advisors, Inc., city: Bartlesville, state: OK, value: 163077864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129927/; rank: 53, crd: 105506, firm: F.I.G. Financial Advisory Services, Inc., city: Oklahoma City, state: OK, value: 162392624, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105506/; rank: 54, crd: 108886, firm: Fredric E. Russell Investment Management Co., city: Tulsa, state: OK, value: 137477365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108886/; rank: 55, crd: 172646, firm: Revo Financial, LLC, city: Bartlesville, state: OK, value: 135435068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172646/; rank: 56, crd: 126193, firm: Longbow Asset Management, city: Tulsa, state: OK, value: 134423519, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126193/; rank: 57, crd: 323398, firm: 10ELMS LLP, city: Tulsa, state: OK, value: 120572068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323398/; rank: 58, crd: 150170, firm: Compass Capital Management, LLC, city: McAlester, state: OK, value: 118999578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150170/; rank: 59, crd: 134318, firm: Chappelwood Financial Services, city: Edmond, state: OK, value: 113083313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134318/; rank: 60, crd: 339946, firm: L&S Private Wealth, LLC, city: Oklahoma City, state: OK, value: 108501056, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339946/; rank: 61, crd: 296875, firm: Wealth Management Solutions, city: Claremore, state: OK, value: 106305710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296875/; rank: 62, crd: 340979, firm: Tao Private Wealth, LLC, city: Tulsa, state: OK, value: 104182000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340979/; rank: 63, crd: 116712, firm: Leonard Investment Advisors Inc., city: Oklahoma City, state: OK, value: 95686864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116712/; rank: 64, crd: 118081, firm: Womack Investment Advisers, Inc, city: Edmond, state: OK, value: 95300697, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118081/; rank: 65, crd: 114812, firm: Chartmark Investments, Inc., city: Tulsa, state: OK, value: 87564867, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114812/; rank: 66, crd: 319149, firm: Cathedral Square Capital, city: Tulsa, state: OK, value: 86832846, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319149/; rank: 67, crd: 319407, firm: Gibco Capital Advisors, city: Clinton, state: OK, value: 86766171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319407/; rank: 68, crd: 317923, firm: Wto Advisors, LLC, city: Edmond, state: OK, value: 84603902, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317923/; rank: 69, crd: 129458, firm: Everwealth, city: Tulsa, state: OK, value: 81738659, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129458/; rank: 70, crd: 117509, firm: DBA Upal or United Professionals Assoc. Ltd., city: Tulsa, state: OK, value: 79494838, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117509/; rank: 71, crd: 150197, firm: Regent Wealth Management, Inc., city: Tulsa, state: OK, value: 75722972, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150197/; rank: 72, crd: 156392, firm: Soard Financial Management, LLC, city: Edmond, state: OK, value: 72983523, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156392/; rank: 73, crd: 151669, firm: L & M Wealth Management and Retirement Solutions, LLC, city: Oklahoma City, state: OK, value: 67203851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151669/; rank: 74, crd: 161452, firm: Main Street Investment Management, city: Edmond, state: OK, value: 66119198, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161452/; rank: 75, crd: 323816, firm: Integra Private Wealth Management, LLC, city: Tulsa, state: OK, value: 65607589, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323816/; rank: 76, crd: 146345, firm: Step by Step Financial, LLC, city: Tulsa, state: OK, value: 62868012, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146345/; rank: 77, crd: 288541, firm: Vault Wealth, city: Oklahoma City, state: OK, value: 61418202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288541/; rank: 78, crd: 323751, firm: C.E.C. Wealth Management, city: Tulsa, state: OK, value: 60905299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323751/; rank: 79, crd: 284305, firm: Stagner Financial Advisory, city: Edmond, state: OK, value: 59669751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284305/; rank: 80, crd: 299972, firm: Arrow Investment Management LLC, city: Oklahoma City, state: OK, value: 58863845, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299972/; rank: 81, crd: 298279, firm: CCR Investment Advisers, LLC, city: Ponca City, state: OK, value: 55778468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298279/; rank: 82, crd: 133271, firm: Coachwise Financial Solutions, Inc., city: Tulsa, state: OK, value: 55177311, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133271/; rank: 83, crd: 328254, firm: Conkin Financial Group, Inc., city: Edmond, state: OK, value: 54837108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328254/; rank: 84, crd: 324083, firm: Elevation Wealth Partners, LLC, city: Oklahoma City, state: OK, value: 53260713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324083/; rank: 85, crd: 127465, firm: Wilshire-Pennington Group, Inc., city: Nichols Hills, state: OK, value: 52800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127465/; rank: 86, crd: 108589, firm: Ameritrust Investment Advisors Inc, city: Tulsa, state: OK, value: 52370974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108589/; rank: 87, crd: 128194, firm: D.M. Wealth Management, Inc., city: Norman, state: OK, value: 47000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128194/; rank: 88, crd: 118334, firm: Maxwell and Morse Capital Management, Inc., city: Tulsa, state: OK, value: 45400953, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118334/; rank: 89, crd: 298219, firm: A-Team Financial Investments, city: Oklahoma City, state: OK, value: 44670162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298219/; rank: 90, crd: 141514, firm: Winston & Company, Inc., city: Edmond, state: OK, value: 42661996, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141514/; rank: 91, crd: 319725, firm: Netadvizor Wealth LLC, city: Jenks, state: OK, value: 40448162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319725/; rank: 92, crd: 133544, firm: Valendo Private Asset Management, Inc., city: Nichols Hills, state: OK, value: 39800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133544/; rank: 93, crd: 172248, firm: Entrust Parable Capital, LLC, city: Edmond, state: OK, value: 39133656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172248/; rank: 94, crd: 158457, firm: Core Wealth Management, LLC, city: Oklahoma City, state: OK, value: 37580000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158457/; rank: 95, crd: 118324, firm: Aspen Wealth Planners LLC, city: Broken Arrow, state: OK, value: 34605883, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118324/; rank: 96, crd: 297861, firm: Odingard Capital Management, city: Tulsa, state: OK, value: 34208160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297861/; rank: 97, crd: 301811, firm: Perspective Advisors, LLC, city: Bartlesville, state: OK, value: 34047160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301811/; rank: 98, crd: 311084, firm: Stillwater Financial, city: Stillwater, state: OK, value: 33991865, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311084/; rank: 99, crd: 333870, firm: Cone Wealth Management, city: Tulsa, state: OK, value: 29700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333870/; rank: 100, crd: 138312, firm: Sweeney Asset Management, LLC, city: Oklahoma City, state: OK, value: 28933470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138312/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Oklahoma](https://advisoriq.com/ria/states/oklahoma/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/oklahoma/

License: https://advisoriq.com/license/