# Independent RIAs with the most CFP professionals in Oklahoma

As of October 2, 2026, Trinity Strategic Wealth ranked #1 in Oklahoma in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 8.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 65
- rows: rank: 1, crd: 337956, firm: Trinity Strategic Wealth, city: Tulsa, state: OK, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337956/; rank: 2, crd: 205512, firm: Castlepoint Wealth Advisors, city: Oklahoma City, state: OK, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/205512/; rank: 3, crd: 141969, firm: Warburton Capital Management, LLC, city: Tulsa, state: OK, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141969/; rank: 3, crd: 312061, firm: Sustainable Advisors Alliance LLC, city: Tulsa, state: OK, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312061/; rank: 5, crd: 122328, firm: Gibraltar Capital Management, Inc., city: Tulsa, state: OK, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122328/; rank: 6, 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: 6, crd: 109495, firm: Access Financial Resources Inc., city: Oklahoma City, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109495/; rank: 6, crd: 129696, firm: Hogantaylor Wealth, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129696/; rank: 6, crd: 169704, firm: Cadent Capital Advisors, LLC, city: Tulsa, state: OK, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169704/; rank: 10, crd: 118427, firm: J M Brown Financial Partners, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118427/; rank: 10, crd: 135059, firm: The Legacy Financial Group, Inc., city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135059/; rank: 10, 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: 10, crd: 166118, firm: Summit Wealth Group, LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166118/; rank: 10, crd: 166927, firm: Sageoak Financial, LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166927/; rank: 10, 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: 10, crd: 292351, firm: JM2 Capital Inc., city: Edmond, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292351/; rank: 10, crd: 297180, firm: Council Oak Wealth Advisors, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297180/; rank: 10, crd: 305300, firm: Burkholder Wealth Management, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305300/; rank: 10, crd: 313573, firm: Fourpath Capital Management, LLC, city: Oklahoma City, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313573/; rank: 10, crd: 316872, firm: Transcendent Capital Group, city: Edmond, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316872/; rank: 10, crd: 326468, firm: Everpar Advisors LLC, city: Tulsa, state: OK, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326468/; rank: 22, crd: 104511, firm: Tom Johnson 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/104511/; rank: 22, crd: 108086, firm: Pinnacle Investment Advisors, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108086/; rank: 22, crd: 108589, firm: Ameritrust Investment Advisors Inc, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108589/; rank: 22, crd: 109822, firm: Comprehensive Financial Planning Inc, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109822/; rank: 22, crd: 114812, firm: Chartmark Investments, Inc., city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114812/; rank: 22, crd: 115652, firm: Sutterfield Financial Group, Inc., city: Bartlesville, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115652/; rank: 22, crd: 116508, firm: Plan Group Financial, Inc., city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116508/; rank: 22, crd: 116901, firm: KQ 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/116901/; rank: 22, crd: 117600, firm: Fmi, city: Ardmore, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117600/; rank: 22, 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: 22, 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: 22, crd: 128194, firm: D.M. 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/128194/; rank: 22, crd: 128636, firm: Drawbridge Capital, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128636/; rank: 22, crd: 129927, firm: Archambo Financial Advisors, Inc., city: Bartlesville, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129927/; rank: 22, crd: 134318, firm: Chappelwood Financial Services, city: Edmond, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134318/; rank: 22, 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: 22, crd: 146345, firm: Step by Step Financial, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146345/; rank: 22, 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: 22, crd: 151669, firm: L & M Wealth Management and Retirement Solutions, LLC, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151669/; rank: 22, crd: 217514, firm: Perissos Private Wealth Management, city: Bethany, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217514/; rank: 22, crd: 285653, firm: Windle Wealth, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285653/; rank: 22, crd: 288541, firm: Vault Wealth, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288541/; rank: 22, crd: 296875, firm: Wealth Management Solutions, city: Claremore, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296875/; rank: 22, crd: 297761, firm: Scissortail 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/297761/; rank: 22, crd: 299187, firm: Oath Planning, LLC, city: Tulsa, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299187/; rank: 22, 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: 22, 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: 22, crd: 309294, firm: Triton Financial Group, Inc, city: Oklahoma City, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309294/; rank: 22, 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: 22, crd: 311525, firm: Redstone 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/311525/; rank: 22, 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: 22, crd: 317837, firm: Gaddis Premier Wealth Advisors LLC, city: Durant, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317837/; rank: 22, 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: 22, crd: 319725, firm: Netadvizor Wealth LLC, city: Jenks, state: OK, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319725/; rank: 22, 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: 22, 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: 22, 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: 22, 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: 22, 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: 22, 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: 22, 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: 22, 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: 22, 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: 22, 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/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/oklahoma/

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