City
Independent RIAs in Norman, Oklahoma
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Norman, Oklahoma reported $121.7 million in regulatory assets under management; the largest by assets was D.M. Wealth Management, Inc., with $47.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $121.7 million
- Average per firm
- $20.3 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | D.M. Wealth Management, Inc. | State | $47.0 million | 400 |
| 2 | Buwick Group Wealth Management, LLC | State | $24.7 million | 146 |
| 3 | Pismo Pacific Financial Services, LLC | State | $18.7 million | 95 |
| 4 | Trac Wealth Management, Inc | State | $14.7 million | 162 |
| 5 | Cowan Financial Services, LLC | State | $13.1 million | 54 |
| 6 | Sage Portfolio Management LLC | State | $3.5 million | 13 |
Independent RIAs 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.