Top 10 advisors in Oklahoma
We’ve curated a list of the best financial advisors in Oklahoma, take a look at it below
Find an advisor in Oklahoma| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $9,643,156,437 | 49 advisors | ||
| 2 | $5,687,316,000 | 9 advisors | ||
| 3 | $5,373,195,683 | 17 advisors | ||
| 4 | $4,245,271,614 | 59 advisors | ||
| 5 | $1,732,958,120 | 23 advisors | ||
| 6 | $1,151,045,152 | 14 advisors | ||
| 7 | $705,878,735 | 9 advisors | ||
| 8 | $616,326,212 | 6 advisors | ||
| 9 | $501,529,857 | 6 advisors | ||
| 10 | $497,694,147 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Oklahoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oklahoma. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Cavanal Hill Investment Management, Inc.
Assets under management
$9,643,156,437
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Exchange Traded Concepts, LLC
Assets under management
$5,687,316,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
3. Ce Investment Management, LLC
Assets under management
$5,373,195,683
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Capital Advisors, Inc.
Assets under management
$4,245,271,614
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Argonaut Private Capital, Lp
Assets under management
$1,732,958,120
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Caption Management, LLC
Assets under management
$1,151,045,152
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Vista Investment Partners LLC
Assets under management
$705,878,735
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Prescott Group Capital Management L.l.c.
Assets under management
$616,326,212
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Jackson Hole Capital Partners, LLC
Assets under management
$501,529,857
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Warburton Capital Management, LLC
Assets under management
$497,694,147
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.