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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.