Top RIA Firms in Oklahoma (2026)

    40 SEC-registered investment advisory firms headquartered in Oklahoma — a combined $97B in assets under management, led by Exchange Traded Concepts, LLC in Oklahoma City. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Exchange Traded Concepts, LLC
    Oklahoma City
    AUM $23B · 130 accounts
    Cavanal Hill Investment Management, Inc.
    Tulsa
    AUM $15.2B · 2,175 accounts
    Capital Advisors, Inc.
    Tulsa
    AUM $7.4B · 7,827 accounts
    Exencial Wealth Advisors
    Oklahoma City
    AUM $6B · 9,535 accounts
    Ce Investment Management, LLC
    Oklahoma City
    AUM $5.9B · 6 accounts
    Caption Management, LLC
    Oklahoma City
    AUM $3.4B · 5 accounts
    Knightsbridge Advisers LLC
    Bartlesville
    AUM $3.3B · 25 accounts
    Argonaut Private Capital, LP
    Tulsa
    AUM $3B · 8 accounts
    Warwick Investment Group, LLC
    Oklahoma City
    AUM $2.1B · 5 accounts
    Full Sail Capital, LLC
    Oklahoma City
    AUM $2B · 1,688 accounts
    Tom Johnson Investment Management, LLC
    Oklahoma City
    AUM $1.6B · 5,631 accounts
    Trinity Strategic Wealth
    Tulsa
    AUM $1.5B · 5,431 accounts
    Retirement Investment Advisors Inc
    Oklahoma City
    AUM $1.5B · 3,444 accounts
    Forge Financial
    Edmond
    AUM $1.5B · 7,427 accounts
    Gibraltar Capital Management, Inc.
    Tulsa
    AUM $1.3B · 2,041 accounts
    Prescott Group Capital Management L.L.C.
    Tulsa
    AUM $1.3B · 5 accounts
    Allegiant Wealth Advisors, LLC
    Tulsa
    AUM $1.2B · 104 accounts
    Jackson Hole Capital Partners, LLC
    Tulsa
    AUM $1.1B · 662 accounts
    Fourpath Capital Management, LLC
    Oklahoma City
    AUM $1.1B · 2,334 accounts
    Bok Financial Advisors
    Tulsa
    AUM $1.1B · 3,330 accounts
    The Advisory Resource Group, LLC
    Tulsa
    AUM $927M · 2,410 accounts
    Acorn Capital Management
    Oklahoma City
    AUM $893M · 10 accounts
    Spur Capital Partners
    Bartlesville
    AUM $880M · 8 accounts
    Warburton Capital Management, LLC
    Tulsa
    AUM $787M · 1,265 accounts
    Cadent Capital Advisors, LLC
    Tulsa
    AUM $786M · 1,584 accounts
    Castlepoint Wealth Advisors
    Oklahoma City
    AUM $751M · 1,139 accounts
    Plan Group Financial, Inc.
    Oklahoma City
    AUM $690M · 3,102 accounts
    Vista Investment Partners LLC
    Oklahoma City
    AUM $611M · 1,610 accounts
    Hogantaylor Wealth
    Tulsa
    AUM $593M · 1,294 accounts
    The Legacy Financial Group, Inc.
    Tulsa
    AUM $591M · 1,510 accounts
    Investrust Consulting, LLC
    Oklahoma City
    AUM $588M · 10 accounts
    Everpar Advisors LLC
    Tulsa
    AUM $588M · 937 accounts
    Scissortail Wealth Management, LLC
    Tulsa
    AUM $568M · 2,566 accounts
    Melia Wealth LLC
    Tulsa
    AUM $560M · 2,478 accounts
    Relation Wealth Management, Inc.
    Tulsa
    AUM $541M · 350 accounts
    Council Oak Wealth Advisors
    Tulsa
    AUM $529M · 1,115 accounts
    Pinnacle Investment Advisors
    Tulsa
    AUM $508M · 496 accounts
    Mitchell & Pahl Private Wealth
    Oklahoma City
    AUM $450M · 920 accounts
    Burkholder Wealth Management
    Tulsa
    AUM $380M · 920 accounts
    Olistico Wealth, LLC
    Tulsa
    AUM $372M · 405 accounts

    How many RIA firms are in this Oklahoma directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Oklahoma, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Oklahoma?

    By regulatory assets under management, the largest firm in this Oklahoma directory is Exchange Traded Concepts, LLC, headquartered in Oklahoma City, with approximately $23B in AUM.

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