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RIA directory Rankings Most advisory staff Oklahoma
Ranking, Oklahoma
Independent RIAs with the most advisory staff in Oklahoma
As of October 2, 2026, Gibraltar Capital Management, Inc. ranked #1 in Oklahoma in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 18.
Include wirehouses and broker-dealer firms
Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.
Independent RIAs with the most advisory staff in Oklahoma
Rank
Firm
City
Most advisory staff
1
Gibraltar Capital Management, Inc.
Tulsa
18
2
Plan Group Financial, Inc.
Oklahoma City
17
3
Trinity Strategic Wealth
Tulsa
16
4
Forge Financial
Edmond
15
5
Sutterfield Financial Group, Inc.
Bartlesville
13
6
Cadent Capital Advisors, LLC
Tulsa
11
7
Transcendent Capital Group
Edmond
9
7
Everpar Advisors LLC
Tulsa
9
9
Castlepoint Wealth Advisors
Oklahoma City
8
9
Scissortail Wealth Management, LLC
Tulsa
8
9
Sustainable Advisors Alliance LLC
Tulsa
8
12
Access Financial Resources Inc.
Oklahoma City
7
12
Gaddis Premier Wealth Advisors LLC
Durant
7
14
Tom Johnson Investment Management, LLC
Oklahoma City
6
14
Pinnacle Investment Advisors
Tulsa
6
14
Ameritrust Investment Advisors Inc
Tulsa
6
14
Leonard Investment Advisors Inc.
Oklahoma City
6
14
Drawbridge Capital
Tulsa
6
14
Hogantaylor Wealth
Tulsa
6
14
Warburton Capital Management, LLC
Tulsa
6
14
Vista Investment Partners LLC
Oklahoma City
6
14
The Advisory Resource Group, LLC
Tulsa
6
14
Oath Planning, LLC
Tulsa
6
14
Burkholder Wealth Management
Tulsa
6
14
Fourpath Capital Management, LLC
Oklahoma City
6
26
J M Brown Financial Partners
Tulsa
5
26
The Legacy Financial Group, Inc.
Tulsa
5
26
Vault Wealth
Oklahoma City
5
29
Chartmark Investments, Inc.
Tulsa
4
29
Fmi
Ardmore
4
29
Lig Capital Management, LLC
Oklahoma City
4
29
Melia Wealth LLC
Tulsa
4
29
McGuire Capital Advisors, Inc.
Bethany
4
29
Summit Wealth Group, LLC
Tulsa
4
29
Council Oak Wealth Advisors
Tulsa
4
29
Adaptation Financial Advisors Inc.
Oklahoma City
4
29
Redstone Wealth Management, LLC
Oklahoma City
4
29
Olistico Wealth, LLC
Tulsa
4
39
F.I.G. Financial Advisory Services, Inc.
Oklahoma City
3
39
KQ Wealth Management LLC
Tulsa
3
39
Womack Investment Advisers, Inc
Edmond
3
39
G. Dewayne McAnally
Oklahoma City
3
39
Robert Stephen Capital Management LLC
Tulsa
3
39
D.M. Wealth Management, Inc.
Norman
3
39
Archambo Financial Advisors, Inc.
Bartlesville
3
39
Chappelwood Financial Services
Edmond
3
39
Core Wealth Management, LLC
Oklahoma City
3
39
Sageoak Financial, LLC
Tulsa
3
39
Stagner Financial Advisory
Edmond
3
39
R.J. Cloud Advisors & Company
Bixby
3
39
JM2 Capital Inc.
Edmond
3
39
Wealth Management Solutions
Claremore
3
39
CCR Investment Advisers, LLC
Ponca City
3
39
Bison Capital Advisors, LLC
Oklahoma City
3
39
Tines Capital, LLC
Tulsa
3
39
Netadvizor Wealth LLC
Jenks
3
39
10ELMS LLP
Tulsa
3
58
Comprehensive Financial Planning Inc
Oklahoma City
2
58
Asset Management Advisors, LLC
Oklahoma City
2
58
Stephen L. Smith Corporation
Jenks
2
58
DBA Upal or United Professionals Assoc. Ltd.
Tulsa
2
58
Maxwell and Morse Capital Management, Inc.
Tulsa
2
58
Longbow Asset Management
Tulsa
2
58
Wilshire-Pennington Group, Inc.
Nichols Hills
2
58
Everwealth
Tulsa
2
58
Coachwise Financial Solutions, Inc.
Tulsa
2
58
Investment Strategies, LLC
Oklahoma City
2
58
Hughes Warren, Inc.
Edmond
2
58
Step by Step Financial, LLC
Tulsa
2
58
Compass Capital Management, LLC
McAlester
2
58
Regent Wealth Management, Inc.
Tulsa
2
58
L & M Wealth Management and Retirement Solutions, LLC
Oklahoma City
2
58
Soard Financial Management, LLC
Edmond
2
58
Main Street Investment Management
Edmond
2
58
Wingate Capital Advisors LLC
Tulsa
2
58
Revo Financial, LLC
Bartlesville
2
58
Perissos Private Wealth Management
Bethany
2
58
Windle Wealth
Oklahoma City
2
58
Odingard Capital Management
Tulsa
2
58
A-Team Financial Investments
Oklahoma City
2
58
O'Brien Capital Advisors, LLC
Sapulpa
2
58
Perspective Advisors, LLC
Bartlesville
2
58
Buwick Group Wealth Management, LLC
Norman
2
58
Mitchell & Pahl Private Wealth
Oklahoma City
2
58
Triton Financial Group, Inc
Oklahoma City
2
58
Gibco Capital Advisors
Clinton
2
58
Elevation Wealth Partners, LLC
Oklahoma City
2
58
West Oak Wealth
Weatherford
2
58
Allegiant Wealth Advisors, LLC
Tulsa
2
58
Bridgecreek Financial Group
Tulsa
2
58
Dean Davis Wealth LLC
Edmond
2
58
Tao Private Wealth, LLC
Tulsa
2
93
Fredric E. Russell Investment Management Co.
Tulsa
1
93
FG Wealth Management
Tulsa
1
93
Aspen Wealth Planners LLC
Broken Arrow
1
93
Bollinger Financial Advisory, Inc.
Stillwater
1
93
Integrated Planning Strategies, LLC
Oklahoma City
1
93
Wealth Advisors, L.L.C.
Broken Arrow
1
93
Valendo Private Asset Management, Inc.
Nichols Hills
1
93
Sweeney Asset Management, LLC
Oklahoma City
1
93
Winston & Company, Inc.
Edmond
1
93
Safranek and Associates, LLC
Tulsa
1
93
Schreier Financial, LLC
Oklahoma City
1
93
Sage Portfolio Management LLC
Norman
1
93
John H Taylor, LLC
Jones
1
93
Stone Fox Capital Advisors, LLC
Not reported
1
93
Lodestar Asset Management LLC
Moore
1
93
Servo Wealth Management LLC
Oklahoma City
1
93
Pismo Pacific Financial Services, LLC
Norman
1
93
Signal Research Group LLC
Edmond
1
93
Northpoint Wealth Financial Services, LLC
Tulsa
1
93
Trilogy Financial Solutions
Oklahoma City
1
93
Esoteric Wealth Partners LLC
Edmond
1
93
Hughes Capital Management, LLC
Edmond
1
93
Entrust Parable Capital, LLC
Edmond
1
93
Meliora Capital
Tulsa
1
93
Cowan Financial Services, LLC
Norman
1
93
Trac Wealth Management, Inc
Norman
1
93
Dominion Capital Management, LLC
Clinton
1
93
Arrow Investment Management LLC
Oklahoma City
1
93
Invictus Investment Advisors
Lawton
1
93
Oak Creek Private Wealth Management LLC
Tulsa
1
93
Buchanan Capital Management, LLC
Oklahoma City
1
93
Ellevate Advisors
Tulsa
1
93
Zelus Wealth Management
Sayre
1
93
Stillwater Financial
Stillwater
1
93
Vox Financial Planning
Edmond
1
93
Uisonet
Moore
1
93
Midwest Financial Management, LLC
Catoosa
1
93
Wto Advisors, LLC
Edmond
1
93
Cathedral Square Capital
Tulsa
1
93
Blessed Financial Investments, LLC
Edmond
1
93
Collective Wealth, LLC
Tulsa
1
93
Greater Works Wealth
Tulsa
1
93
C.E.C. Wealth Management
Tulsa
1
93
Integra Private Wealth Management, LLC
Tulsa
1
93
Turrentine Financial Services LLC
Stigler
1
93
Baldwin Financial, LLC
Oklahoma City
1
93
Styled Wealth
Jenks
1
93
Compass Coaching and Consulting, LLC
Tulsa
1
93
Triunity Financial Planning, LLC
Edmond
1
93
Conkin Financial Group, Inc.
Edmond
1
93
Redemptive Wealth Management LLC
Bixby
1
93
Servant Wealth Management, LLC
Bartlesville
1
93
Ball Investments Corporation
Yukon
1
93
The Buffalo Financial Group LLC
Choctaw
1
93
Cone Wealth Management
Tulsa
1
93
Realm Financial Planning
Tulsa
1
93
Palumbo Capital Group, LLC
Edmond
1
93
Empower Financial Advisors, LLC
Tulsa
1
93
Virentes Capital Management LLC
Oklahoma City
1
93
Render Financial, LLC
Edmond
1
93
Gibbens Capital Management
Tulsa
1
93
Flatlands Wealth LLC
Oklahoma City
1
93
Sandman Wealth Management
Tulsa
1
93
Ideal Financial Planning
Oklahoma City
1
93
Rulicent
Edmond
1
93
L&S Private Wealth, LLC
Oklahoma City
1
93
Belle Isle Advisors
Oklahoma City
1
93
Dustin Rippetoe LLC
Edmond
1
93
Winston Solidus
Oklahoma City
1
93
Mendenhall Capital Management
Tulsa
1
93
Hudson & Associates Wealth Management LLC
Tulsa
1
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most advisory staff 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 .