# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Oklahoma
- firms_listed: 163
- rows: rank: 1, crd: 122328, firm: Gibraltar Capital Management, Inc., city: Tulsa, state: OK, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122328/; rank: 2, crd: 116508, firm: Plan Group Financial, Inc., city: Oklahoma City, state: OK, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116508/; rank: 3, crd: 337956, firm: Trinity Strategic Wealth, city: Tulsa, state: OK, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337956/; rank: 4, crd: 306480, firm: Forge Financial, city: Edmond, state: OK, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306480/; rank: 5, crd: 115652, firm: Sutterfield Financial Group, Inc., city: Bartlesville, state: OK, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115652/; rank: 6, crd: 169704, firm: Cadent Capital Advisors, LLC, city: Tulsa, state: OK, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169704/; rank: 7, crd: 316872, firm: Transcendent Capital Group, city: Edmond, state: OK, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316872/; rank: 7, crd: 326468, firm: Everpar Advisors LLC, city: Tulsa, state: OK, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326468/; rank: 9, crd: 205512, firm: Castlepoint Wealth Advisors, city: Oklahoma City, state: OK, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/205512/; rank: 9, crd: 297761, firm: Scissortail Wealth Management, LLC, city: Tulsa, state: OK, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297761/; rank: 9, crd: 312061, firm: Sustainable Advisors Alliance LLC, city: Tulsa, state: OK, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312061/; rank: 12, crd: 109495, firm: Access Financial Resources Inc., city: Oklahoma City, state: OK, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109495/; rank: 12, crd: 317837, firm: Gaddis Premier Wealth Advisors LLC, city: Durant, state: OK, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317837/; rank: 14, crd: 104511, firm: Tom Johnson Investment Management, LLC, city: Oklahoma City, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104511/; rank: 14, crd: 108086, firm: Pinnacle Investment Advisors, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108086/; rank: 14, crd: 108589, firm: Ameritrust Investment Advisors Inc, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108589/; rank: 14, crd: 116712, firm: Leonard Investment Advisors Inc., city: Oklahoma City, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116712/; rank: 14, crd: 128636, firm: Drawbridge Capital, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128636/; rank: 14, crd: 129696, firm: Hogantaylor Wealth, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129696/; rank: 14, crd: 141969, firm: Warburton Capital Management, LLC, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141969/; rank: 14, crd: 286014, firm: Vista Investment Partners LLC, city: Oklahoma City, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286014/; rank: 14, crd: 290110, firm: The Advisory Resource Group, LLC, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290110/; rank: 14, crd: 299187, firm: Oath Planning, LLC, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299187/; rank: 14, crd: 305300, firm: Burkholder Wealth Management, city: Tulsa, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305300/; rank: 14, crd: 313573, firm: Fourpath Capital Management, LLC, city: Oklahoma City, state: OK, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313573/; rank: 26, crd: 118427, firm: J M Brown Financial Partners, city: Tulsa, state: OK, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118427/; rank: 26, crd: 135059, firm: The Legacy Financial Group, Inc., city: Tulsa, state: OK, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135059/; rank: 26, crd: 288541, firm: Vault Wealth, city: Oklahoma City, state: OK, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288541/; rank: 29, crd: 114812, firm: Chartmark Investments, Inc., city: Tulsa, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114812/; rank: 29, crd: 117600, firm: Fmi, city: Ardmore, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117600/; rank: 29, crd: 130489, firm: Lig Capital Management, LLC, city: Oklahoma City, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130489/; rank: 29, crd: 145402, firm: Melia Wealth LLC, city: Tulsa, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145402/; rank: 29, crd: 164549, firm: McGuire Capital Advisors, Inc., city: Bethany, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164549/; rank: 29, crd: 166118, firm: Summit Wealth Group, LLC, city: Tulsa, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166118/; rank: 29, crd: 297180, firm: Council Oak Wealth Advisors, city: Tulsa, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297180/; rank: 29, crd: 309192, firm: Adaptation Financial Advisors Inc., city: Oklahoma City, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309192/; rank: 29, crd: 311525, firm: Redstone Wealth Management, LLC, city: Oklahoma City, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311525/; rank: 29, crd: 315028, firm: Olistico Wealth, LLC, city: Tulsa, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315028/; rank: 39, crd: 105506, firm: F.I.G. Financial Advisory Services, Inc., city: Oklahoma City, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105506/; rank: 39, crd: 116901, firm: KQ Wealth Management LLC, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116901/; rank: 39, crd: 118081, firm: Womack Investment Advisers, Inc, city: Edmond, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118081/; rank: 39, crd: 118511, firm: G. Dewayne McAnally, city: Oklahoma City, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118511/; rank: 39, crd: 118588, firm: Robert Stephen Capital Management LLC, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118588/; rank: 39, crd: 128194, firm: D.M. Wealth Management, Inc., city: Norman, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128194/; rank: 39, crd: 129927, firm: Archambo Financial Advisors, Inc., city: Bartlesville, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129927/; rank: 39, crd: 134318, firm: Chappelwood Financial Services, city: Edmond, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134318/; rank: 39, crd: 158457, firm: Core Wealth Management, LLC, city: Oklahoma City, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158457/; rank: 39, crd: 166927, firm: Sageoak Financial, LLC, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166927/; rank: 39, crd: 284305, firm: Stagner Financial Advisory, city: Edmond, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284305/; rank: 39, crd: 289371, firm: R.J. Cloud Advisors & Company, city: Bixby, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289371/; rank: 39, crd: 292351, firm: JM2 Capital Inc., city: Edmond, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292351/; rank: 39, crd: 296875, firm: Wealth Management Solutions, city: Claremore, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296875/; rank: 39, crd: 298279, firm: CCR Investment Advisers, LLC, city: Ponca City, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298279/; rank: 39, crd: 306471, firm: Bison Capital Advisors, LLC, city: Oklahoma City, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306471/; rank: 39, crd: 309650, firm: Tines Capital, LLC, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309650/; rank: 39, crd: 319725, firm: Netadvizor Wealth LLC, city: Jenks, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319725/; rank: 39, crd: 323398, firm: 10ELMS LLP, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323398/; rank: 58, crd: 109822, firm: Comprehensive Financial Planning Inc, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109822/; rank: 58, crd: 111309, firm: Asset Management Advisors, LLC, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111309/; rank: 58, crd: 116459, firm: Stephen L. Smith Corporation, city: Jenks, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116459/; rank: 58, crd: 117509, firm: DBA Upal or United Professionals Assoc. Ltd., city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117509/; rank: 58, crd: 118334, firm: Maxwell and Morse Capital Management, Inc., city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118334/; rank: 58, crd: 126193, firm: Longbow Asset Management, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126193/; rank: 58, crd: 127465, firm: Wilshire-Pennington Group, Inc., city: Nichols Hills, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127465/; rank: 58, crd: 129458, firm: Everwealth, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129458/; rank: 58, crd: 133271, firm: Coachwise Financial Solutions, Inc., city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133271/; rank: 58, crd: 140739, firm: Investment Strategies, LLC, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140739/; rank: 58, crd: 145570, firm: Hughes Warren, Inc., city: Edmond, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145570/; rank: 58, crd: 146345, firm: Step by Step Financial, LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146345/; rank: 58, crd: 150170, firm: Compass Capital Management, LLC, city: McAlester, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150170/; rank: 58, crd: 150197, firm: Regent Wealth Management, Inc., city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150197/; rank: 58, crd: 151669, firm: L & M Wealth Management and Retirement Solutions, LLC, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151669/; rank: 58, crd: 156392, firm: Soard Financial Management, LLC, city: Edmond, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156392/; rank: 58, crd: 161452, firm: Main Street Investment Management, city: Edmond, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161452/; rank: 58, crd: 168188, firm: Wingate Capital Advisors LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168188/; rank: 58, crd: 172646, firm: Revo Financial, LLC, city: Bartlesville, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172646/; rank: 58, crd: 217514, firm: Perissos Private Wealth Management, city: Bethany, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217514/; rank: 58, crd: 285653, firm: Windle Wealth, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285653/; rank: 58, crd: 297861, firm: Odingard Capital Management, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297861/; rank: 58, crd: 298219, firm: A-Team Financial Investments, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298219/; rank: 58, crd: 298766, firm: O'Brien Capital Advisors, LLC, city: Sapulpa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298766/; rank: 58, crd: 301811, firm: Perspective Advisors, LLC, city: Bartlesville, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301811/; rank: 58, crd: 301978, firm: Buwick Group Wealth Management, LLC, city: Norman, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301978/; rank: 58, crd: 307625, firm: Mitchell & Pahl Private Wealth, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307625/; rank: 58, crd: 309294, firm: Triton Financial Group, Inc, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309294/; rank: 58, crd: 319407, firm: Gibco Capital Advisors, city: Clinton, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319407/; rank: 58, crd: 324083, firm: Elevation Wealth Partners, LLC, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324083/; rank: 58, crd: 329170, firm: West Oak Wealth, city: Weatherford, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329170/; rank: 58, crd: 330239, firm: Allegiant Wealth Advisors, LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330239/; rank: 58, crd: 340683, firm: Bridgecreek Financial Group, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340683/; rank: 58, crd: 340949, firm: Dean Davis Wealth LLC, city: Edmond, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340949/; rank: 58, crd: 340979, firm: Tao Private Wealth, LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340979/; rank: 93, crd: 108886, firm: Fredric E. Russell Investment Management Co., city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108886/; rank: 93, crd: 117845, firm: FG Wealth Management, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117845/; rank: 93, crd: 118324, firm: Aspen Wealth Planners LLC, city: Broken Arrow, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118324/; rank: 93, crd: 118873, firm: Bollinger Financial Advisory, Inc., city: Stillwater, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118873/; rank: 93, crd: 128804, firm: Integrated Planning Strategies, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128804/; rank: 93, crd: 131248, firm: Wealth Advisors, L.L.C., city: Broken Arrow, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131248/; rank: 93, crd: 133544, firm: Valendo Private Asset Management, Inc., city: Nichols Hills, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133544/; rank: 93, crd: 138312, firm: Sweeney Asset Management, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138312/; rank: 93, crd: 141514, firm: Winston & Company, Inc., city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141514/; rank: 93, crd: 147231, firm: Safranek and Associates, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147231/; rank: 93, crd: 148838, firm: Schreier Financial, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148838/; rank: 93, crd: 153512, firm: Sage Portfolio Management LLC, city: Norman, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153512/; rank: 93, crd: 154041, firm: John H Taylor, LLC, city: Jones, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154041/; rank: 93, crd: 156113, firm: Stone Fox Capital Advisors, LLC, city: not stated, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156113/; rank: 93, crd: 157419, firm: Lodestar Asset Management LLC, city: Moore, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157419/; rank: 93, crd: 159367, firm: Servo Wealth Management LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159367/; rank: 93, crd: 166260, firm: Pismo Pacific Financial Services, LLC, city: Norman, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166260/; rank: 93, crd: 166392, firm: Signal Research Group LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166392/; rank: 93, crd: 166982, firm: Northpoint Wealth Financial Services, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166982/; rank: 93, crd: 168104, firm: Trilogy Financial Solutions, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168104/; rank: 93, crd: 168497, firm: Esoteric Wealth Partners LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168497/; rank: 93, crd: 169138, firm: Hughes Capital Management, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169138/; rank: 93, crd: 172248, firm: Entrust Parable Capital, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172248/; rank: 93, crd: 172367, firm: Meliora Capital, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172367/; rank: 93, crd: 174442, firm: Cowan Financial Services, LLC, city: Norman, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174442/; rank: 93, crd: 281128, firm: Trac Wealth Management, Inc, city: Norman, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281128/; rank: 93, crd: 287620, firm: Dominion Capital Management, LLC, city: Clinton, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287620/; rank: 93, crd: 299972, firm: Arrow Investment Management LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299972/; rank: 93, crd: 306609, firm: Invictus Investment Advisors, city: Lawton, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306609/; rank: 93, crd: 306851, firm: Oak Creek Private Wealth Management LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306851/; rank: 93, crd: 306924, firm: Buchanan Capital Management, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306924/; rank: 93, crd: 307301, firm: Ellevate Advisors, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307301/; rank: 93, crd: 311028, firm: Zelus Wealth Management, city: Sayre, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311028/; rank: 93, crd: 311084, firm: Stillwater Financial, city: Stillwater, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311084/; rank: 93, crd: 313203, firm: Vox Financial Planning, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313203/; rank: 93, crd: 313473, firm: Uisonet, city: Moore, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313473/; rank: 93, crd: 315738, firm: Midwest Financial Management, LLC, city: Catoosa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315738/; rank: 93, crd: 317923, firm: Wto Advisors, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317923/; rank: 93, crd: 319149, firm: Cathedral Square Capital, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319149/; rank: 93, crd: 319670, firm: Blessed Financial Investments, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319670/; rank: 93, crd: 321142, firm: Collective Wealth, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321142/; rank: 93, crd: 321786, firm: Greater Works Wealth, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321786/; rank: 93, crd: 323751, firm: C.E.C. Wealth Management, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323751/; rank: 93, crd: 323816, firm: Integra Private Wealth Management, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323816/; rank: 93, crd: 324448, firm: Turrentine Financial Services LLC, city: Stigler, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324448/; rank: 93, crd: 324725, firm: Baldwin Financial, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324725/; rank: 93, crd: 326784, firm: Styled Wealth, city: Jenks, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326784/; rank: 93, crd: 327213, firm: Compass Coaching and Consulting, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327213/; rank: 93, crd: 327252, firm: Triunity Financial Planning, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327252/; rank: 93, crd: 328254, firm: Conkin Financial Group, Inc., city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328254/; rank: 93, crd: 328751, firm: Redemptive Wealth Management LLC, city: Bixby, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328751/; rank: 93, crd: 328932, firm: Servant Wealth Management, LLC, city: Bartlesville, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328932/; rank: 93, crd: 329782, firm: Ball Investments Corporation, city: Yukon, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329782/; rank: 93, crd: 330684, firm: The Buffalo Financial Group LLC, city: Choctaw, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330684/; rank: 93, crd: 333870, firm: Cone Wealth Management, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333870/; rank: 93, crd: 334158, firm: Realm Financial Planning, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334158/; rank: 93, crd: 334679, firm: Palumbo Capital Group, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334679/; rank: 93, crd: 334722, firm: Empower Financial Advisors, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334722/; rank: 93, crd: 335602, firm: Virentes Capital Management LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335602/; rank: 93, crd: 335983, firm: Render Financial, LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335983/; rank: 93, crd: 336649, firm: Gibbens Capital Management, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336649/; rank: 93, crd: 338529, firm: Flatlands Wealth LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338529/; rank: 93, crd: 338989, firm: Sandman Wealth Management, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338989/; rank: 93, crd: 339608, firm: Ideal Financial Planning, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339608/; rank: 93, crd: 339865, firm: Rulicent, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339865/; rank: 93, crd: 339946, firm: L&S Private Wealth, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339946/; rank: 93, crd: 340859, firm: Belle Isle Advisors, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340859/; rank: 93, crd: 341473, firm: Dustin Rippetoe LLC, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341473/; rank: 93, crd: 341577, firm: Winston Solidus, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341577/; rank: 93, crd: 342655, firm: Mendenhall Capital Management, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342655/; rank: 93, crd: 343176, firm: Hudson & Associates Wealth Management LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343176/

## 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 advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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-advisory-staff/oklahoma/

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