City
Wealth management firms in Edmond, Oklahoma
As of October 2, 2026, 24 wealth management firms, including broker-dealer firms, with their main office in Edmond, Oklahoma reported $2.9 billion in regulatory assets under management; the largest by assets was Forge Financial, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 24
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $122.8 million
- SEC-registered, of those listed
- 5 of 24 (20.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Forge Financial | SEC | $1.5 billion | 7,427 |
| 2 | Transcendent Capital Group | SEC | $360.7 million | 1,339 |
| 3 | JM2 Capital Inc. | SEC | $238.4 million | 211 |
| 4 | Hughes Warren, Inc. | SEC | $220.5 million | 808 |
| 5 | Chappelwood Financial Services | SEC | $113.1 million | 372 |
| 6 | Womack Investment Advisers, Inc | State | $95.3 million | 410 |
| 7 | Wto Advisors, LLC | State | $84.6 million | 128 |
| 8 | Soard Financial Management, LLC | State | $73.0 million | 397 |
| 9 | Main Street Investment Management | State | $66.1 million | 368 |
| 10 | Stagner Financial Advisory | State | $59.7 million | 319 |
| 11 | Conkin Financial Group, Inc. | State | $54.8 million | 235 |
| 12 | Winston & Company, Inc. | State | $42.7 million | 108 |
| 13 | Entrust Parable Capital, LLC | State | $39.1 million | 134 |
| 14 | Signal Research Group LLC | State | $18.3 million | 150 |
| 15 | Esoteric Wealth Partners LLC | State | $18.2 million | 93 |
| 16 | Hughes Capital Management, LLC | State | $2.7 million | 10 |
| 17 | Render Financial, LLC | State | $1.6 million | 19 |
| 18 | Vox Financial Planning | State | $452,000 | 11 |
| 19 | Triunity Financial Planning, LLC | State | $106,477 | 2 |
| 20 | Blessed Financial Investments, LLC | State | $0 | 0 |
| 21 | Dean Davis Wealth LLC | State | $0 | 0 |
| 22 | Dustin Rippetoe LLC | State | $0 | 0 |
| 23 | Palumbo Capital Group, LLC | State | $0 | 0 |
| 24 | Rulicent | State | $0 | 0 |
Wealth management firms in Oklahoma, including every city.
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.