# 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.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: Oklahoma
- firms_listed: 101
- rows: rank: 1, crd: 306480, firm: Forge Financial, city: Edmond, state: OK, value: 7427, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306480/; rank: 2, crd: 104511, firm: Tom Johnson Investment Management, LLC, city: Oklahoma City, state: OK, value: 5631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104511/; rank: 3, crd: 337956, firm: Trinity Strategic Wealth, city: Tulsa, state: OK, value: 5431, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337956/; rank: 4, crd: 116508, firm: Plan Group Financial, Inc., city: Oklahoma City, state: OK, value: 3102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116508/; rank: 5, crd: 297761, firm: Scissortail Wealth Management, LLC, city: Tulsa, state: OK, value: 2566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297761/; rank: 6, crd: 145402, firm: Melia Wealth LLC, city: Tulsa, state: OK, value: 2478, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145402/; rank: 7, crd: 109495, firm: Access Financial Resources Inc., city: Oklahoma City, state: OK, value: 2458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109495/; rank: 8, crd: 290110, firm: The Advisory Resource Group, LLC, city: Tulsa, state: OK, value: 2410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290110/; rank: 9, crd: 115652, firm: Sutterfield Financial Group, Inc., city: Bartlesville, state: OK, value: 2392, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115652/; rank: 10, crd: 313573, firm: Fourpath Capital Management, LLC, city: Oklahoma City, state: OK, value: 2334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313573/; rank: 11, crd: 317837, firm: Gaddis Premier Wealth Advisors LLC, city: Durant, state: OK, value: 2155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317837/; rank: 12, crd: 164549, firm: McGuire Capital Advisors, Inc., city: Bethany, state: OK, value: 2119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164549/; rank: 13, crd: 122328, firm: Gibraltar Capital Management, Inc., city: Tulsa, state: OK, value: 2041, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122328/; rank: 14, crd: 286014, firm: Vista Investment Partners LLC, city: Oklahoma City, state: OK, value: 1610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286014/; rank: 15, crd: 169704, firm: Cadent Capital Advisors, LLC, city: Tulsa, state: OK, value: 1584, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169704/; rank: 16, crd: 135059, firm: The Legacy Financial Group, Inc., city: Tulsa, state: OK, value: 1510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135059/; rank: 17, crd: 117600, firm: Fmi, city: Ardmore, state: OK, value: 1400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117600/; rank: 18, crd: 316872, firm: Transcendent Capital Group, city: Edmond, state: OK, value: 1339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316872/; rank: 19, crd: 129696, firm: Hogantaylor Wealth, city: Tulsa, state: OK, value: 1294, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129696/; rank: 20, crd: 309192, firm: Adaptation Financial Advisors Inc., city: Oklahoma City, state: OK, value: 1291, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309192/; rank: 21, crd: 141969, firm: Warburton Capital Management, LLC, city: Tulsa, state: OK, value: 1265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141969/; rank: 22, crd: 205512, firm: Castlepoint Wealth Advisors, city: Oklahoma City, state: OK, value: 1139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/205512/; rank: 23, crd: 311525, firm: Redstone Wealth Management, LLC, city: Oklahoma City, state: OK, value: 1122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311525/; rank: 24, crd: 297180, firm: Council Oak Wealth Advisors, city: Tulsa, state: OK, value: 1115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297180/; rank: 25, crd: 299187, firm: Oath Planning, LLC, city: Tulsa, state: OK, value: 1104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299187/; rank: 26, crd: 312061, firm: Sustainable Advisors Alliance LLC, city: Tulsa, state: OK, value: 1080, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312061/; rank: 27, crd: 285653, firm: Windle Wealth, city: Oklahoma City, state: OK, value: 1022, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285653/; rank: 28, crd: 128636, firm: Drawbridge Capital, city: Tulsa, state: OK, value: 979, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128636/; rank: 29, crd: 118427, firm: J M Brown Financial Partners, city: Tulsa, state: OK, value: 971, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118427/; rank: 30, crd: 326468, firm: Everpar Advisors LLC, city: Tulsa, state: OK, value: 937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326468/; rank: 31, crd: 305300, firm: Burkholder Wealth Management, city: Tulsa, state: OK, value: 920, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305300/; rank: 31, crd: 307625, firm: Mitchell & Pahl Private Wealth, city: Oklahoma City, state: OK, value: 920, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307625/; rank: 33, crd: 118511, firm: G. Dewayne McAnally, city: Oklahoma City, state: OK, value: 904, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118511/; rank: 34, crd: 166118, firm: Summit Wealth Group, LLC, city: Tulsa, state: OK, value: 824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166118/; rank: 35, crd: 130489, firm: Lig Capital Management, LLC, city: Oklahoma City, state: OK, value: 820, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130489/; rank: 36, crd: 145570, firm: Hughes Warren, Inc., city: Edmond, state: OK, value: 808, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145570/; rank: 37, crd: 298219, firm: A-Team Financial Investments, city: Oklahoma City, state: OK, value: 711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298219/; rank: 38, crd: 319407, firm: Gibco Capital Advisors, city: Clinton, state: OK, value: 700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319407/; rank: 39, crd: 166927, firm: Sageoak Financial, LLC, city: Tulsa, state: OK, value: 690, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166927/; rank: 40, crd: 217514, firm: Perissos Private Wealth Management, city: Bethany, state: OK, value: 550, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217514/; rank: 41, crd: 105506, firm: F.I.G. Financial Advisory Services, Inc., city: Oklahoma City, state: OK, value: 540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105506/; rank: 42, crd: 306471, firm: Bison Capital Advisors, LLC, city: Oklahoma City, state: OK, value: 522, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306471/; rank: 43, crd: 309294, firm: Triton Financial Group, Inc, city: Oklahoma City, state: OK, value: 507, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309294/; rank: 44, crd: 108086, firm: Pinnacle Investment Advisors, city: Tulsa, state: OK, value: 496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108086/; rank: 44, crd: 324083, firm: Elevation Wealth Partners, LLC, city: Oklahoma City, state: OK, value: 496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324083/; rank: 46, crd: 150170, firm: Compass Capital Management, LLC, city: McAlester, state: OK, value: 482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150170/; rank: 47, crd: 126193, firm: Longbow Asset Management, city: Tulsa, state: OK, value: 437, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126193/; rank: 48, crd: 118081, firm: Womack Investment Advisers, Inc, city: Edmond, state: OK, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118081/; rank: 49, crd: 315028, firm: Olistico Wealth, LLC, city: Tulsa, state: OK, value: 405, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315028/; rank: 50, crd: 128194, firm: D.M. Wealth Management, Inc., city: Norman, state: OK, value: 400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128194/; rank: 51, crd: 156392, firm: Soard Financial Management, LLC, city: Edmond, state: OK, value: 397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156392/; rank: 52, crd: 133271, firm: Coachwise Financial Solutions, Inc., city: Tulsa, state: OK, value: 395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133271/; rank: 53, crd: 299972, firm: Arrow Investment Management LLC, city: Oklahoma City, state: OK, value: 381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299972/; rank: 54, crd: 134318, firm: Chappelwood Financial Services, city: Edmond, state: OK, value: 372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134318/; rank: 55, crd: 161452, firm: Main Street Investment Management, city: Edmond, state: OK, value: 368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161452/; rank: 56, crd: 159367, firm: Servo Wealth Management LLC, city: Oklahoma City, state: OK, value: 355, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159367/; rank: 57, crd: 301811, firm: Perspective Advisors, LLC, city: Bartlesville, state: OK, value: 353, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301811/; rank: 58, crd: 109822, firm: Comprehensive Financial Planning Inc, city: Oklahoma City, state: OK, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109822/; rank: 59, crd: 340979, firm: Tao Private Wealth, LLC, city: Tulsa, state: OK, value: 324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340979/; rank: 60, crd: 284305, firm: Stagner Financial Advisory, city: Edmond, state: OK, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284305/; rank: 61, crd: 129927, firm: Archambo Financial Advisors, Inc., city: Bartlesville, state: OK, value: 299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129927/; rank: 61, crd: 172646, firm: Revo Financial, LLC, city: Bartlesville, state: OK, value: 299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172646/; rank: 63, crd: 151669, firm: L & M Wealth Management and Retirement Solutions, LLC, city: Oklahoma City, state: OK, value: 285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151669/; rank: 64, crd: 288541, firm: Vault Wealth, city: Oklahoma City, state: OK, value: 282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288541/; rank: 65, crd: 323751, firm: C.E.C. Wealth Management, city: Tulsa, state: OK, value: 272, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323751/; rank: 66, crd: 319725, firm: Netadvizor Wealth LLC, city: Jenks, state: OK, value: 269, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319725/; rank: 67, crd: 296875, firm: Wealth Management Solutions, city: Claremore, state: OK, value: 259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296875/; rank: 68, crd: 333870, firm: Cone Wealth Management, city: Tulsa, state: OK, value: 256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333870/; rank: 69, crd: 111309, firm: Asset Management Advisors, LLC, city: Oklahoma City, state: OK, value: 247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111309/; rank: 69, crd: 129458, firm: Everwealth, city: Tulsa, state: OK, value: 247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129458/; rank: 71, crd: 172367, firm: Meliora Capital, city: Tulsa, state: OK, value: 246, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172367/; rank: 72, crd: 328254, firm: Conkin Financial Group, Inc., city: Edmond, state: OK, value: 235, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328254/; rank: 73, crd: 146345, firm: Step by Step Financial, LLC, city: Tulsa, state: OK, value: 234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146345/; rank: 74, crd: 292351, firm: JM2 Capital Inc., city: Edmond, state: OK, value: 211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292351/; rank: 75, crd: 158457, firm: Core Wealth Management, LLC, city: Oklahoma City, state: OK, value: 196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158457/; rank: 76, crd: 329782, firm: Ball Investments Corporation, city: Yukon, state: OK, value: 194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329782/; rank: 77, crd: 140739, firm: Investment Strategies, LLC, city: Oklahoma City, state: OK, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140739/; rank: 78, crd: 118334, firm: Maxwell and Morse Capital Management, Inc., city: Tulsa, state: OK, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118334/; rank: 79, crd: 118588, firm: Robert Stephen Capital Management LLC, city: Tulsa, state: OK, value: 188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118588/; rank: 80, crd: 323398, firm: 10ELMS LLP, city: Tulsa, state: OK, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323398/; rank: 81, crd: 108589, firm: Ameritrust Investment Advisors Inc, city: Tulsa, state: OK, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108589/; rank: 81, crd: 116712, firm: Leonard Investment Advisors Inc., city: Oklahoma City, state: OK, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116712/; rank: 83, crd: 150197, firm: Regent Wealth Management, Inc., city: Tulsa, state: OK, value: 164, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150197/; rank: 84, crd: 281128, firm: Trac Wealth Management, Inc, city: Norman, state: OK, value: 162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281128/; rank: 85, crd: 289371, firm: R.J. Cloud Advisors & Company, city: Bixby, state: OK, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289371/; rank: 86, crd: 339946, firm: L&S Private Wealth, LLC, city: Oklahoma City, state: OK, value: 158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339946/; rank: 87, crd: 166392, firm: Signal Research Group LLC, city: Edmond, state: OK, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166392/; rank: 88, crd: 298279, firm: CCR Investment Advisers, LLC, city: Ponca City, state: OK, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298279/; rank: 89, crd: 301978, firm: Buwick Group Wealth Management, LLC, city: Norman, state: OK, value: 146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301978/; rank: 90, crd: 154041, firm: John H Taylor, LLC, city: Jones, state: OK, value: 138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154041/; rank: 91, crd: 114812, firm: Chartmark Investments, Inc., city: Tulsa, state: OK, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114812/; rank: 92, crd: 108886, firm: Fredric E. Russell Investment Management Co., city: Tulsa, state: OK, value: 135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108886/; rank: 92, crd: 311084, firm: Stillwater Financial, city: Stillwater, state: OK, value: 135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311084/; rank: 94, crd: 172248, firm: Entrust Parable Capital, LLC, city: Edmond, state: OK, value: 134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172248/; rank: 95, crd: 117509, firm: DBA Upal or United Professionals Assoc. Ltd., city: Tulsa, state: OK, value: 132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117509/; rank: 96, crd: 317923, firm: Wto Advisors, LLC, city: Edmond, state: OK, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317923/; rank: 97, crd: 298766, firm: O'Brien Capital Advisors, LLC, city: Sapulpa, state: OK, value: 123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298766/; rank: 98, crd: 127465, firm: Wilshire-Pennington Group, Inc., city: Nichols Hills, state: OK, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127465/; rank: 99, crd: 118324, firm: Aspen Wealth Planners LLC, city: Broken Arrow, state: OK, value: 109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118324/; rank: 100, crd: 141514, firm: Winston & Company, Inc., city: Edmond, state: OK, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141514/; rank: 100, crd: 319149, firm: Cathedral Square Capital, city: Tulsa, state: OK, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319149/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/oklahoma/

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