Top 10 advisors in Oklahoma City

Top 10 advisors in Oklahoma City

We’ve curated a list of the best financial advisors in Oklahoma City, take a look at it below

Find an advisor in Oklahoma City
# Financial advisor Assets under management Number of advisors
1 $5,687,316,000 9 advisors
2 $5,373,195,683 17 advisors
3 $1,151,045,152 14 advisors
4 $705,878,735 9 advisors
5 $495,814,245 12 advisors
6 $317,792,826 3 advisors
7 $317,099,601 10 advisors
8 $286,550,251 4 advisors
9 $278,087,454 9 advisors
10 $242,254,517 17 advisors

How we came up with this list

To generate our top financial advisors list in Oklahoma City, 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 City. 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. 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

  • 2. 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

  • 3. 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

  • 4. 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)

  • 5. Acorn Growth Companies, LLC

    Assets under management

    $495,814,245

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    EBITDA FEE

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 6. Reuter James Wealth Management, LLC

    Assets under management

    $317,792,826

    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

    Pension Consulting Services

    Selection Of Other Advisers

  • Not sure which one to choose?
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    7. Castlepoint Wealth Advisors

    Assets under management

    $317,099,601

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 8. Mitchell & Pahl Private Wealth

    Assets under management

    $286,550,251

    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

    Selection Of Other Advisers

  • 9. Access Financial Resources Inc.

    Assets under management

    $278,087,454

    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

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

  • Not sure which one to choose?
    Use our smart matching tool

    10. Plan Group Financial, Inc.

    Assets under management

    $242,254,517

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

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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].
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