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For asset managers
AdvisorIQ

Ranking, Oklahoma

Independent RIAs with the most accounts in Oklahoma

As of October 2, 2026, Forge Financial ranked #1 in Oklahoma in AdvisorIQ's ranking of independent RIAs with the most accounts, with 7,427.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Forge Financial Edmond 7,427
2 Tom Johnson Investment Management, LLC Oklahoma City 5,631
3 Trinity Strategic Wealth Tulsa 5,431
4 Plan Group Financial, Inc. Oklahoma City 3,102
5 Scissortail Wealth Management, LLC Tulsa 2,566
6 Melia Wealth LLC Tulsa 2,478
7 Access Financial Resources Inc. Oklahoma City 2,458
8 The Advisory Resource Group, LLC Tulsa 2,410
9 Sutterfield Financial Group, Inc. Bartlesville 2,392
10 Fourpath Capital Management, LLC Oklahoma City 2,334
11 Gaddis Premier Wealth Advisors LLC Durant 2,155
12 McGuire Capital Advisors, Inc. Bethany 2,119
13 Gibraltar Capital Management, Inc. Tulsa 2,041
14 Vista Investment Partners LLC Oklahoma City 1,610
15 Cadent Capital Advisors, LLC Tulsa 1,584
16 The Legacy Financial Group, Inc. Tulsa 1,510
17 Fmi Ardmore 1,400
18 Transcendent Capital Group Edmond 1,339
19 Hogantaylor Wealth Tulsa 1,294
20 Adaptation Financial Advisors Inc. Oklahoma City 1,291
21 Warburton Capital Management, LLC Tulsa 1,265
22 Castlepoint Wealth Advisors Oklahoma City 1,139
23 Redstone Wealth Management, LLC Oklahoma City 1,122
24 Council Oak Wealth Advisors Tulsa 1,115
25 Oath Planning, LLC Tulsa 1,104
26 Sustainable Advisors Alliance LLC Tulsa 1,080
27 Windle Wealth Oklahoma City 1,022
28 Drawbridge Capital Tulsa 979
29 J M Brown Financial Partners Tulsa 971
30 Everpar Advisors LLC Tulsa 937
31 Burkholder Wealth Management Tulsa 920
31 Mitchell & Pahl Private Wealth Oklahoma City 920
33 G. Dewayne McAnally Oklahoma City 904
34 Summit Wealth Group, LLC Tulsa 824
35 Lig Capital Management, LLC Oklahoma City 820
36 Hughes Warren, Inc. Edmond 808
37 A-Team Financial Investments Oklahoma City 711
38 Gibco Capital Advisors Clinton 700
39 Sageoak Financial, LLC Tulsa 690
40 Perissos Private Wealth Management Bethany 550
41 F.I.G. Financial Advisory Services, Inc. Oklahoma City 540
42 Bison Capital Advisors, LLC Oklahoma City 522
43 Triton Financial Group, Inc Oklahoma City 507
44 Pinnacle Investment Advisors Tulsa 496
44 Elevation Wealth Partners, LLC Oklahoma City 496
46 Compass Capital Management, LLC McAlester 482
47 Longbow Asset Management Tulsa 437
48 Womack Investment Advisers, Inc Edmond 410
49 Olistico Wealth, LLC Tulsa 405
50 D.M. Wealth Management, Inc. Norman 400
51 Soard Financial Management, LLC Edmond 397
52 Coachwise Financial Solutions, Inc. Tulsa 395
53 Arrow Investment Management LLC Oklahoma City 381
54 Chappelwood Financial Services Edmond 372
55 Main Street Investment Management Edmond 368
56 Servo Wealth Management LLC Oklahoma City 355
57 Perspective Advisors, LLC Bartlesville 353
58 Comprehensive Financial Planning Inc Oklahoma City 328
59 Tao Private Wealth, LLC Tulsa 324
60 Stagner Financial Advisory Edmond 319
61 Archambo Financial Advisors, Inc. Bartlesville 299
61 Revo Financial, LLC Bartlesville 299
63 L & M Wealth Management and Retirement Solutions, LLC Oklahoma City 285
64 Vault Wealth Oklahoma City 282
65 C.E.C. Wealth Management Tulsa 272
66 Netadvizor Wealth LLC Jenks 269
67 Wealth Management Solutions Claremore 259
68 Cone Wealth Management Tulsa 256
69 Asset Management Advisors, LLC Oklahoma City 247
69 Everwealth Tulsa 247
71 Meliora Capital Tulsa 246
72 Conkin Financial Group, Inc. Edmond 235
73 Step by Step Financial, LLC Tulsa 234
74 JM2 Capital Inc. Edmond 211
75 Core Wealth Management, LLC Oklahoma City 196
76 Ball Investments Corporation Yukon 194
77 Investment Strategies, LLC Oklahoma City 193
78 Maxwell and Morse Capital Management, Inc. Tulsa 191
79 Robert Stephen Capital Management LLC Tulsa 188
80 10ELMS LLP Tulsa 182
81 Ameritrust Investment Advisors Inc Tulsa 178
81 Leonard Investment Advisors Inc. Oklahoma City 178
83 Regent Wealth Management, Inc. Tulsa 164
84 Trac Wealth Management, Inc Norman 162
85 R.J. Cloud Advisors & Company Bixby 160
86 L&S Private Wealth, LLC Oklahoma City 158
87 Signal Research Group LLC Edmond 150
88 CCR Investment Advisers, LLC Ponca City 148
89 Buwick Group Wealth Management, LLC Norman 146
90 John H Taylor, LLC Jones 138
91 Chartmark Investments, Inc. Tulsa 137
92 Fredric E. Russell Investment Management Co. Tulsa 135
92 Stillwater Financial Stillwater 135
94 Entrust Parable Capital, LLC Edmond 134
95 DBA Upal or United Professionals Assoc. Ltd. Tulsa 132
96 Wto Advisors, LLC Edmond 128
97 O'Brien Capital Advisors, LLC Sapulpa 123
98 Wilshire-Pennington Group, Inc. Nichols Hills 114
99 Aspen Wealth Planners LLC Broken Arrow 109
100 Winston & Company, Inc. Edmond 108
100 Cathedral Square Capital Tulsa 108

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

More rankings

Most accounts 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.