City
Wealth management firms in Oklahoma City, Oklahoma
As of October 2, 2026, 44 wealth management firms, including broker-dealer firms, with their main office in Oklahoma City, Oklahoma reported $10.1 billion in regulatory assets under management; the largest by assets was Tom Johnson Investment Management, LLC, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 44
- Regulatory assets under management
- $10.1 billion
- Average per firm
- $230.2 million
- SEC-registered, of those listed
- 20 of 44 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tom Johnson Investment Management, LLC | SEC | $1.6 billion | 5,631 |
| 2 | Retirement Investment Advisors Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.5 billion | 3,444 |
| 3 | Fourpath Capital Management, LLC | SEC | $1.1 billion | 2,334 |
| 4 | Castlepoint Wealth Advisors | SEC | $751.4 million | 1,139 |
| 5 | Plan Group Financial, Inc. | SEC | $690.3 million | 3,102 |
| 6 | Vista Investment Partners LLC | SEC | $610.6 million | 1,610 |
| 7 | Mitchell & Pahl Private Wealth | SEC | $449.9 million | 920 |
| 8 | Access Financial Resources Inc. | SEC | $410.6 million | 2,458 |
| 9 | Triton Financial Group, Inc | SEC | $258.7 million | 507 |
| 10 | Windle Wealth | SEC | $251.0 million | 1,022 |
| 11 | Lig Capital Management, LLC | SEC | $250.4 million | 820 |
| 12 | Bison Capital Advisors, LLC | SEC | $250.0 million | 522 |
| 13 | Adaptation Financial Advisors Inc. | SEC | $233.6 million | 1,291 |
| 14 | Asset Management Advisors, LLC | SEC | $221.3 million | 247 |
| 15 | Redstone Wealth Management, LLC | SEC | $187.7 million | 1,122 |
| 16 | Comprehensive Financial Planning Inc | SEC | $176.0 million | 328 |
| 17 | Servo Wealth Management LLC | SEC | $173.8 million | 355 |
| 18 | G. Dewayne McAnally | SEC | $170.1 million | 904 |
| 19 | F.I.G. Financial Advisory Services, Inc. | SEC | $162.4 million | 540 |
| 20 | L&S Private Wealth, LLC | SEC | $108.5 million | 158 |
| 21 | Leonard Investment Advisors Inc. | State | $95.7 million | 178 |
| 22 | L & M Wealth Management and Retirement Solutions, LLC | State | $67.2 million | 285 |
| 23 | Vault Wealth | State | $61.4 million | 282 |
| 24 | Arrow Investment Management LLC | State | $58.9 million | 381 |
| 25 | Elevation Wealth Partners, LLC | State | $53.3 million | 496 |
| 26 | A-Team Financial Investments | State | $44.7 million | 711 |
| 27 | Access Advisory Group LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $38.2 million | 348 |
| 28 | Core Wealth Management, LLC | State | $37.6 million | 196 |
| 29 | Merit Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $33.2 million | 96 |
| 30 | Sweeney Asset Management, LLC | State | $28.9 million | 55 |
| 31 | Buchanan Capital Management, LLC | State | $25.9 million | 50 |
| 32 | Baldwin Financial, LLC | State | $16.5 million | 71 |
| 33 | Integrated Planning Strategies, LLC | State | $12.5 million | 21 |
| 34 | Investment Strategies, LLC | State | $8.8 million | 193 |
| 35 | Virentes Capital Management LLC | State | $5.5 million | 3 |
| 36 | Flatlands Wealth LLC | State | $2.5 million | 5 |
| 37 | Trilogy Financial Solutions | State | $1.6 million | 17 |
| 38 | Schreier Financial, LLC | State | $658,155 | 5 |
| 39 | Axion Capital Markets, LLC | State | $0 | 0 |
| 40 | Belle Isle Advisors | State | $0 | 0 |
| 41 | DBM Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 42 | Ideal Financial Planning | State | $0 | 0 |
| 43 | Infinity Private Wealth Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 44 | Winston Solidus | 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.