Top 10 advisors in Oklahoma

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

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Top advisors in Oklahoma
Edmond Oklahoma City Tulsa