# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Oklahoma
- firms_listed: 100
- rows: rank: 1, crd: 104511, firm: Tom Johnson Investment Management, LLC, city: Oklahoma City, state: OK, value: 1333, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104511/; rank: 2, crd: 306480, firm: Forge Financial, city: Edmond, state: OK, value: 1057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306480/; rank: 3, crd: 118427, firm: J M Brown Financial Partners, city: Tulsa, state: OK, value: 372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118427/; rank: 4, crd: 128636, firm: Drawbridge Capital, city: Tulsa, state: OK, value: 359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128636/; rank: 5, crd: 122328, firm: Gibraltar Capital Management, Inc., city: Tulsa, state: OK, value: 240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122328/; rank: 6, crd: 317837, firm: Gaddis Premier Wealth Advisors LLC, city: Durant, state: OK, value: 218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317837/; rank: 7, crd: 313573, firm: Fourpath Capital Management, LLC, city: Oklahoma City, state: OK, value: 212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313573/; rank: 8, crd: 315028, firm: Olistico Wealth, LLC, city: Tulsa, state: OK, value: 203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315028/; rank: 9, crd: 337956, firm: Trinity Strategic Wealth, city: Tulsa, state: OK, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337956/; rank: 10, crd: 129696, firm: Hogantaylor Wealth, city: Tulsa, state: OK, value: 164, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129696/; rank: 11, crd: 141969, firm: Warburton Capital Management, LLC, city: Tulsa, state: OK, value: 158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141969/; rank: 12, crd: 135059, firm: The Legacy Financial Group, Inc., city: Tulsa, state: OK, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135059/; rank: 13, crd: 169704, firm: Cadent Capital Advisors, LLC, city: Tulsa, state: OK, value: 152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169704/; rank: 13, crd: 205512, firm: Castlepoint Wealth Advisors, city: Oklahoma City, state: OK, value: 152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/205512/; rank: 13, crd: 305300, firm: Burkholder Wealth Management, city: Tulsa, state: OK, value: 152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305300/; rank: 16, crd: 116508, firm: Plan Group Financial, Inc., city: Oklahoma City, state: OK, value: 149, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116508/; rank: 17, crd: 145402, firm: Melia Wealth LLC, city: Tulsa, state: OK, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145402/; rank: 18, crd: 290110, firm: The Advisory Resource Group, LLC, city: Tulsa, state: OK, value: 147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290110/; rank: 19, crd: 306471, firm: Bison Capital Advisors, LLC, city: Oklahoma City, state: OK, value: 145, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306471/; rank: 20, crd: 140739, firm: Investment Strategies, LLC, city: Oklahoma City, state: OK, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140739/; rank: 21, crd: 326468, firm: Everpar Advisors LLC, city: Tulsa, state: OK, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326468/; rank: 22, crd: 108086, firm: Pinnacle Investment Advisors, city: Tulsa, state: OK, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108086/; rank: 23, crd: 286014, firm: Vista Investment Partners LLC, city: Oklahoma City, state: OK, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286014/; rank: 24, crd: 297180, firm: Council Oak Wealth Advisors, city: Tulsa, state: OK, value: 117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297180/; rank: 25, crd: 312061, firm: Sustainable Advisors Alliance LLC, city: Tulsa, state: OK, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312061/; rank: 26, crd: 109495, firm: Access Financial Resources Inc., city: Oklahoma City, state: OK, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109495/; rank: 26, crd: 307625, firm: Mitchell & Pahl Private Wealth, city: Oklahoma City, state: OK, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307625/; rank: 28, crd: 127465, firm: Wilshire-Pennington Group, Inc., city: Nichols Hills, state: OK, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127465/; rank: 29, crd: 117600, firm: Fmi, city: Ardmore, state: OK, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117600/; rank: 30, crd: 297761, firm: Scissortail Wealth Management, LLC, city: Tulsa, state: OK, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297761/; rank: 31, crd: 316872, firm: Transcendent Capital Group, city: Edmond, state: OK, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316872/; rank: 32, crd: 285653, firm: Windle Wealth, city: Oklahoma City, state: OK, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285653/; rank: 33, crd: 130489, firm: Lig Capital Management, LLC, city: Oklahoma City, state: OK, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130489/; rank: 34, crd: 319407, firm: Gibco Capital Advisors, city: Clinton, state: OK, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319407/; rank: 35, crd: 118511, firm: G. Dewayne McAnally, city: Oklahoma City, state: OK, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118511/; rank: 35, crd: 299187, firm: Oath Planning, LLC, city: Tulsa, state: OK, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299187/; rank: 37, crd: 166118, firm: Summit Wealth Group, LLC, city: Tulsa, state: OK, value: 56, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166118/; rank: 38, crd: 105506, firm: F.I.G. Financial Advisory Services, Inc., city: Oklahoma City, state: OK, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105506/; rank: 39, crd: 309192, firm: Adaptation Financial Advisors Inc., city: Oklahoma City, state: OK, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309192/; rank: 40, crd: 166927, firm: Sageoak Financial, LLC, city: Tulsa, state: OK, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166927/; rank: 41, crd: 129927, firm: Archambo Financial Advisors, Inc., city: Bartlesville, state: OK, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129927/; rank: 42, crd: 289371, firm: R.J. Cloud Advisors & Company, city: Bixby, state: OK, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289371/; rank: 43, crd: 309294, firm: Triton Financial Group, Inc, city: Oklahoma City, state: OK, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309294/; rank: 44, crd: 145570, firm: Hughes Warren, Inc., city: Edmond, state: OK, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145570/; rank: 45, crd: 108886, firm: Fredric E. Russell Investment Management Co., city: Tulsa, state: OK, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108886/; rank: 46, crd: 115652, firm: Sutterfield Financial Group, Inc., city: Bartlesville, state: OK, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115652/; rank: 46, crd: 340979, firm: Tao Private Wealth, LLC, city: Tulsa, state: OK, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340979/; rank: 48, crd: 159367, firm: Servo Wealth Management LLC, city: Oklahoma City, state: OK, value: 43, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159367/; rank: 49, crd: 340683, firm: Bridgecreek Financial Group, city: Tulsa, state: OK, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340683/; rank: 50, crd: 292351, firm: JM2 Capital Inc., city: Edmond, state: OK, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292351/; rank: 51, crd: 111309, firm: Asset Management Advisors, LLC, city: Oklahoma City, state: OK, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111309/; rank: 51, crd: 129458, firm: Everwealth, city: Tulsa, state: OK, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129458/; rank: 51, crd: 296875, firm: Wealth Management Solutions, city: Claremore, state: OK, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296875/; rank: 51, crd: 311525, firm: Redstone Wealth Management, LLC, city: Oklahoma City, state: OK, value: 40, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311525/; rank: 55, crd: 150170, firm: Compass Capital Management, LLC, city: McAlester, state: OK, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150170/; rank: 55, crd: 161452, firm: Main Street Investment Management, city: Edmond, state: OK, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161452/; rank: 57, crd: 172367, firm: Meliora Capital, city: Tulsa, state: OK, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172367/; rank: 57, crd: 217514, firm: Perissos Private Wealth Management, city: Bethany, state: OK, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217514/; rank: 59, crd: 116712, firm: Leonard Investment Advisors Inc., city: Oklahoma City, state: OK, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116712/; rank: 59, crd: 288541, firm: Vault Wealth, city: Oklahoma City, state: OK, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288541/; rank: 61, crd: 164549, firm: McGuire Capital Advisors, Inc., city: Bethany, state: OK, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164549/; rank: 62, crd: 172646, firm: Revo Financial, LLC, city: Bartlesville, state: OK, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172646/; rank: 62, crd: 330239, firm: Allegiant Wealth Advisors, LLC, city: Tulsa, state: OK, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330239/; rank: 64, crd: 131248, firm: Wealth Advisors, L.L.C., city: Broken Arrow, state: OK, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131248/; rank: 65, crd: 117509, firm: DBA Upal or United Professionals Assoc. Ltd., city: Tulsa, state: OK, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117509/; rank: 65, crd: 284305, firm: Stagner Financial Advisory, city: Edmond, state: OK, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284305/; rank: 65, crd: 323751, firm: C.E.C. Wealth Management, city: Tulsa, state: OK, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323751/; rank: 68, crd: 118081, firm: Womack Investment Advisers, Inc, city: Edmond, state: OK, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118081/; rank: 68, crd: 126193, firm: Longbow Asset Management, city: Tulsa, state: OK, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126193/; rank: 68, crd: 309650, firm: Tines Capital, LLC, city: Tulsa, state: OK, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309650/; rank: 68, crd: 339946, firm: L&S Private Wealth, LLC, city: Oklahoma City, state: OK, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339946/; rank: 72, crd: 133271, firm: Coachwise Financial Solutions, Inc., city: Tulsa, state: OK, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133271/; rank: 72, crd: 298279, firm: CCR Investment Advisers, LLC, city: Ponca City, state: OK, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298279/; rank: 74, crd: 118588, firm: Robert Stephen Capital Management LLC, city: Tulsa, state: OK, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118588/; rank: 75, crd: 150197, firm: Regent Wealth Management, Inc., city: Tulsa, state: OK, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150197/; rank: 75, crd: 297861, firm: Odingard Capital Management, city: Tulsa, state: OK, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297861/; rank: 77, crd: 118334, firm: Maxwell and Morse Capital Management, Inc., city: Tulsa, state: OK, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118334/; rank: 78, crd: 174442, firm: Cowan Financial Services, LLC, city: Norman, state: OK, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174442/; rank: 79, crd: 138312, firm: Sweeney Asset Management, LLC, city: Oklahoma City, state: OK, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138312/; rank: 79, crd: 151669, firm: L & M Wealth Management and Retirement Solutions, LLC, city: Oklahoma City, state: OK, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151669/; rank: 79, crd: 158457, firm: Core Wealth Management, LLC, city: Oklahoma City, state: OK, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158457/; rank: 79, crd: 298219, firm: A-Team Financial Investments, city: Oklahoma City, state: OK, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298219/; rank: 83, crd: 323398, firm: 10ELMS LLP, city: Tulsa, state: OK, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323398/; rank: 84, crd: 134318, firm: Chappelwood Financial Services, city: Edmond, state: OK, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134318/; rank: 85, crd: 319149, firm: Cathedral Square Capital, city: Tulsa, state: OK, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319149/; rank: 85, crd: 324725, firm: Baldwin Financial, LLC, city: Oklahoma City, state: OK, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324725/; rank: 87, crd: 114812, firm: Chartmark Investments, Inc., city: Tulsa, state: OK, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114812/; rank: 87, crd: 146345, firm: Step by Step Financial, LLC, city: Tulsa, state: OK, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146345/; rank: 89, crd: 108589, firm: Ameritrust Investment Advisors Inc, city: Tulsa, state: OK, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108589/; rank: 89, crd: 172248, firm: Entrust Parable Capital, LLC, city: Edmond, state: OK, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172248/; rank: 89, crd: 323816, firm: Integra Private Wealth Management, LLC, city: Tulsa, state: OK, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323816/; rank: 92, crd: 299972, firm: Arrow Investment Management LLC, city: Oklahoma City, state: OK, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299972/; rank: 92, crd: 317923, firm: Wto Advisors, LLC, city: Edmond, state: OK, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317923/; rank: 94, crd: 133544, firm: Valendo Private Asset Management, Inc., city: Nichols Hills, state: OK, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133544/; rank: 94, crd: 153512, firm: Sage Portfolio Management LLC, city: Norman, state: OK, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153512/; rank: 94, crd: 156392, firm: Soard Financial Management, LLC, city: Edmond, state: OK, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156392/; rank: 97, crd: 118324, firm: Aspen Wealth Planners LLC, city: Broken Arrow, state: OK, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118324/; rank: 97, crd: 306924, firm: Buchanan Capital Management, LLC, city: Oklahoma City, state: OK, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306924/; rank: 99, crd: 141514, firm: Winston & Company, Inc., city: Edmond, state: OK, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141514/; rank: 99, crd: 168497, firm: Esoteric Wealth Partners LLC, city: Edmond, state: OK, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168497/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/oklahoma/

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