Ranking, Oklahoma

Independent RIAs with the most high net worth clients in Oklahoma

As of October 2, 2026, Tom Johnson Investment Management, LLC ranked #1 in Oklahoma in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 1,333.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients in Oklahoma
Rank	Firm	City	Most high net worth clients
1	Tom Johnson Investment Management, LLC	Oklahoma City	1,333
2	Forge Financial	Edmond	1,057
3	J M Brown Financial Partners	Tulsa	372
4	Drawbridge Capital	Tulsa	359
5	Gibraltar Capital Management, Inc.	Tulsa	240
6	Gaddis Premier Wealth Advisors LLC	Durant	218
7	Fourpath Capital Management, LLC	Oklahoma City	212
8	Olistico Wealth, LLC	Tulsa	203
9	Trinity Strategic Wealth	Tulsa	175
10	Hogantaylor Wealth	Tulsa	164
11	Warburton Capital Management, LLC	Tulsa	158
12	The Legacy Financial Group, Inc.	Tulsa	157
13	Cadent Capital Advisors, LLC	Tulsa	152
13	Castlepoint Wealth Advisors	Oklahoma City	152
13	Burkholder Wealth Management	Tulsa	152
16	Plan Group Financial, Inc.	Oklahoma City	149
17	Melia Wealth LLC	Tulsa	148
18	The Advisory Resource Group, LLC	Tulsa	147
19	Bison Capital Advisors, LLC	Oklahoma City	145
20	Investment Strategies, LLC	Oklahoma City	141
21	Everpar Advisors LLC	Tulsa	140
22	Pinnacle Investment Advisors	Tulsa	128
23	Vista Investment Partners LLC	Oklahoma City	118
24	Council Oak Wealth Advisors	Tulsa	117
25	Sustainable Advisors Alliance LLC	Tulsa	94
26	Access Financial Resources Inc.	Oklahoma City	89
26	Mitchell & Pahl Private Wealth	Oklahoma City	89
28	Wilshire-Pennington Group, Inc.	Nichols Hills	84
29	Fmi	Ardmore	80
30	Scissortail Wealth Management, LLC	Tulsa	72
31	Transcendent Capital Group	Edmond	71
32	Windle Wealth	Oklahoma City	69
33	Lig Capital Management, LLC	Oklahoma City	65
34	Gibco Capital Advisors	Clinton	59
35	G. Dewayne McAnally	Oklahoma City	58
35	Oath Planning, LLC	Tulsa	58
37	Summit Wealth Group, LLC	Tulsa	56
38	F.I.G. Financial Advisory Services, Inc.	Oklahoma City	55
39	Adaptation Financial Advisors Inc.	Oklahoma City	53
40	Sageoak Financial, LLC	Tulsa	51
41	Archambo Financial Advisors, Inc.	Bartlesville	50
42	R.J. Cloud Advisors & Company	Bixby	49
43	Triton Financial Group, Inc	Oklahoma City	48
44	Hughes Warren, Inc.	Edmond	47
45	Fredric E. Russell Investment Management Co.	Tulsa	46
46	Sutterfield Financial Group, Inc.	Bartlesville	45
46	Tao Private Wealth, LLC	Tulsa	45
48	Servo Wealth Management LLC	Oklahoma City	43
49	Bridgecreek Financial Group	Tulsa	42
50	JM2 Capital Inc.	Edmond	41
51	Asset Management Advisors, LLC	Oklahoma City	40
51	Everwealth	Tulsa	40
51	Wealth Management Solutions	Claremore	40
51	Redstone Wealth Management, LLC	Oklahoma City	40
55	Compass Capital Management, LLC	McAlester	39
55	Main Street Investment Management	Edmond	39
57	Meliora Capital	Tulsa	38
57	Perissos Private Wealth Management	Bethany	38
59	Leonard Investment Advisors Inc.	Oklahoma City	37
59	Vault Wealth	Oklahoma City	37
61	McGuire Capital Advisors, Inc.	Bethany	36
62	Revo Financial, LLC	Bartlesville	34
62	Allegiant Wealth Advisors, LLC	Tulsa	34
64	Wealth Advisors, L.L.C.	Broken Arrow	31
65	DBA Upal or United Professionals Assoc. Ltd.	Tulsa	30
65	Stagner Financial Advisory	Edmond	30
65	C.E.C. Wealth Management	Tulsa	30
68	Womack Investment Advisers, Inc	Edmond	27
68	Longbow Asset Management	Tulsa	27
68	Tines Capital, LLC	Tulsa	27
68	L&S Private Wealth, LLC	Oklahoma City	27
72	Coachwise Financial Solutions, Inc.	Tulsa	26
72	CCR Investment Advisers, LLC	Ponca City	26
74	Robert Stephen Capital Management LLC	Tulsa	25
75	Regent Wealth Management, Inc.	Tulsa	24
75	Odingard Capital Management	Tulsa	24
77	Maxwell and Morse Capital Management, Inc.	Tulsa	23
78	Cowan Financial Services, LLC	Norman	22
79	Sweeney Asset Management, LLC	Oklahoma City	20
79	L & M Wealth Management and Retirement Solutions, LLC	Oklahoma City	20
79	Core Wealth Management, LLC	Oklahoma City	20
79	A-Team Financial Investments	Oklahoma City	20
83	10ELMS LLP	Tulsa	19
84	Chappelwood Financial Services	Edmond	18
85	Cathedral Square Capital	Tulsa	17
85	Baldwin Financial, LLC	Oklahoma City	17
87	Chartmark Investments, Inc.	Tulsa	16
87	Step by Step Financial, LLC	Tulsa	16
89	Ameritrust Investment Advisors Inc	Tulsa	15
89	Entrust Parable Capital, LLC	Edmond	15
89	Integra Private Wealth Management, LLC	Tulsa	15
92	Arrow Investment Management LLC	Oklahoma City	14
92	Wto Advisors, LLC	Edmond	14
94	Valendo Private Asset Management, Inc.	Nichols Hills	13
94	Sage Portfolio Management LLC	Norman	13
94	Soard Financial Management, LLC	Edmond	13
97	Aspen Wealth Planners LLC	Broken Arrow	12
97	Buchanan Capital Management, LLC	Oklahoma City	12
99	Winston & Company, Inc.	Edmond	11
99	Esoteric Wealth Partners LLC	Edmond	11

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most high net worth clients 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.