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AdvisorIQ

Ranking, Oklahoma

Wealth firms with the most high net worth clients, including broker-dealer firms in Oklahoma

As of October 2, 2026, Tom Johnson Investment Management, LLC ranked #1 in Oklahoma in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 1,333.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

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 Retirement Investment Advisors Inc Broker-dealer affiliated Oklahoma City 403
4 J M Brown Financial Partners Tulsa 372
5 Drawbridge Capital Tulsa 359
6 Bok Financial Advisors Broker-dealer affiliated Tulsa 349
7 Gibraltar Capital Management, Inc. Tulsa 240
8 Gaddis Premier Wealth Advisors LLC Durant 218
9 Fourpath Capital Management, LLC Oklahoma City 212
10 Olistico Wealth, LLC Tulsa 203
11 Trinity Strategic Wealth Tulsa 175
12 Hogantaylor Wealth Tulsa 164
13 Warburton Capital Management, LLC Tulsa 158
14 The Legacy Financial Group, Inc. Tulsa 157
15 Cadent Capital Advisors, LLC Tulsa 152
15 Castlepoint Wealth Advisors Oklahoma City 152
15 Burkholder Wealth Management Tulsa 152
18 Plan Group Financial, Inc. Oklahoma City 149
19 Melia Wealth LLC Tulsa 148
20 The Advisory Resource Group, LLC Tulsa 147
21 Bison Capital Advisors, LLC Oklahoma City 145
22 Investment Strategies, LLC Oklahoma City 141
23 Everpar Advisors LLC Tulsa 140
24 Pinnacle Investment Advisors Tulsa 128
25 Vista Investment Partners LLC Oklahoma City 118
26 Council Oak Wealth Advisors Tulsa 117
27 Sustainable Advisors Alliance LLC Tulsa 94
28 Access Financial Resources Inc. Oklahoma City 89
28 Mitchell & Pahl Private Wealth Oklahoma City 89
30 Wilshire-Pennington Group, Inc. Nichols Hills 84
31 Fmi Ardmore 80
32 Scissortail Wealth Management, LLC Tulsa 72
33 Transcendent Capital Group Edmond 71
34 Windle Wealth Oklahoma City 69
35 Lig Capital Management, LLC Oklahoma City 65
36 Gibco Capital Advisors Clinton 59
37 G. Dewayne McAnally Oklahoma City 58
37 Oath Planning, LLC Tulsa 58
39 Summit Wealth Group, LLC Tulsa 56
40 F.I.G. Financial Advisory Services, Inc. Oklahoma City 55
41 Adaptation Financial Advisors Inc. Oklahoma City 53
42 Sageoak Financial, LLC Tulsa 51
43 Archambo Financial Advisors, Inc. Bartlesville 50
44 R.J. Cloud Advisors & Company Bixby 49
45 Triton Financial Group, Inc Oklahoma City 48
46 Hughes Warren, Inc. Edmond 47
47 Fredric E. Russell Investment Management Co. Tulsa 46
48 Sutterfield Financial Group, Inc. Bartlesville 45
48 Tao Private Wealth, LLC Tulsa 45
50 Servo Wealth Management LLC Oklahoma City 43
51 Bridgecreek Financial Group Tulsa 42
52 JM2 Capital Inc. Edmond 41
53 Asset Management Advisors, LLC Oklahoma City 40
53 Everwealth Tulsa 40
53 Wealth Management Solutions Claremore 40
53 Redstone Wealth Management, LLC Oklahoma City 40
57 Compass Capital Management, LLC McAlester 39
57 Main Street Investment Management Edmond 39
59 Meliora Capital Tulsa 38
59 Perissos Private Wealth Management Bethany 38
61 Leonard Investment Advisors Inc. Oklahoma City 37
61 Vault Wealth Oklahoma City 37
63 McGuire Capital Advisors, Inc. Bethany 36
64 Revo Financial, LLC Bartlesville 34
64 Allegiant Wealth Advisors, LLC Tulsa 34
66 Wealth Advisors, L.L.C. Broken Arrow 31
67 DBA Upal or United Professionals Assoc. Ltd. Tulsa 30
67 Stagner Financial Advisory Edmond 30
67 C.E.C. Wealth Management Tulsa 30
70 Womack Investment Advisers, Inc Edmond 27
70 Longbow Asset Management Tulsa 27
70 Tines Capital, LLC Tulsa 27
70 L&S Private Wealth, LLC Oklahoma City 27
74 Coachwise Financial Solutions, Inc. Tulsa 26
74 CCR Investment Advisers, LLC Ponca City 26
76 Robert Stephen Capital Management LLC Tulsa 25
77 Regent Wealth Management, Inc. Tulsa 24
77 Odingard Capital Management Tulsa 24
79 Maxwell and Morse Capital Management, Inc. Tulsa 23
80 Cowan Financial Services, LLC Norman 22
81 Sweeney Asset Management, LLC Oklahoma City 20
81 L & M Wealth Management and Retirement Solutions, LLC Oklahoma City 20
81 Core Wealth Management, LLC Oklahoma City 20
81 A-Team Financial Investments Oklahoma City 20
85 10ELMS LLP Tulsa 19
86 Chappelwood Financial Services Edmond 18
87 Cathedral Square Capital Tulsa 17
87 Baldwin Financial, LLC Oklahoma City 17
89 Chartmark Investments, Inc. Tulsa 16
89 Step by Step Financial, LLC Tulsa 16
91 Ameritrust Investment Advisors Inc Tulsa 15
91 Entrust Parable Capital, LLC Edmond 15
91 Integra Private Wealth Management, LLC Tulsa 15
94 Arrow Investment Management LLC Oklahoma City 14
94 Wto Advisors, LLC Edmond 14
96 Valendo Private Asset Management, Inc. Nichols Hills 13
96 Sage Portfolio Management LLC Norman 13
96 Soard Financial Management, LLC Edmond 13
99 Aspen Wealth Planners LLC Broken Arrow 12
99 Buchanan Capital Management, LLC Oklahoma City 12

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.