Search Results

82 advisors in oklahoma
FirmFeeAUMMin.Clients

FOURPATH CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #313573
Typical Fee--
AUM$1.1B
Minimum--
Clients2,334

FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #108886
Typical Fee--
AUM$150M
Minimum--
Clients85

G. DEWAYNE MCANALLY

Fee-OnlyAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #118511
Typical Fee1.35%
AUM$152M
Minimum--
Clients836

GADDIS PREMIER WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Durant, OklahomaCRD #317837
Typical Fee--
AUM$314M
Minimum--
Clients1,998

GIBRALTAR CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #122328
Typical Fee--
AUM$841M
Minimum--
Clients402

HOGANTAYLOR WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #129696
Typical Fee--
AUM$497M
Minimum--
Clients1,160

HUGHES WARREN, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edmond, OklahomaCRD #145570
Typical Fee--
AUM$221M
Minimum--
Clients808

HUMPHREYS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #309323
Typical Fee--
AUM$215M
Minimum--
Clients5

INVESTRUST CONSULTING, LLC

Fee-Only, No ConflictsClean Record
Oklahoma City, OklahomaCRD #108037
Typical Fee--
AUM$544M
Minimum--
Clients10

J M BROWN FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #118427
Typical Fee--
AUM$158M
Minimum--
Clients934

JACKSON HOLE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #285978
Typical Fee--
AUM$967M
Minimum--
Clients597

JM2 CAPITAL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edmond, OklahomaCRD #292351
Typical Fee--
AUM$186M
Minimum--
Clients62

KNIGHTSBRIDGE ADVISERS LLC

Fee-Only, No ConflictsClean Record
Bartlesville, OklahomaCRD #111043
Typical Fee--
AUM$3.0B
Minimum--
Clients25

LIG CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #130489
Typical Fee--
AUM$197M
Minimum--
Clients692

LONGBOW ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #126193
Typical Fee--
AUM$131M
Minimum--
Clients450

MCGUIRE CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethany, OklahomaCRD #164549
Typical Fee--
AUM$116M
Minimum--
Clients1,689

MELIA WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #145402
Typical Fee--
AUM$510M
Minimum--
Clients2,351

MELIORA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #172367
Typical Fee--
AUM$149M
Minimum--
Clients219

MITCHELL & PAHL PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #307625
Typical Fee--
AUM$450M
Minimum--
Clients920

NATIVE AMERICAN FUND ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #108149
Typical Fee--
AUM$37M
Minimum--
Clients2

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #306851
Typical Fee--
AUM$6M
Minimum--
Clients8

OATH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #299187
Typical Fee--
AUM$285M
Minimum--
Clients1,104

OLISTICO WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #315028
Typical Fee--
AUM$326M
Minimum--
Clients335

PERISSOS PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethany, OklahomaCRD #217514
Typical Fee--
AUM$165M
Minimum--
Clients554

PINNACLE INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #108086
Typical Fee0.25%
AUM$455M
Minimum--
Clients468

PLAN GROUP FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #116508
Typical Fee--
AUM$541M
Minimum--
Clients2,693

PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #115220
Typical Fee--
AUM$862M
Minimum--
Clients5

R.J. CLOUD ADVISORS & COMPANY

Fee-Only, No ConflictsClean Record
Bixby, OklahomaCRD #289371
Typical Fee--
AUM$171M
Minimum--
Clients160

REDSTONE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #311525
Typical Fee--
AUM$188M
Minimum--
Clients1,122

RELATION WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #329961
Typical Fee--
AUM$418M
Minimum--
Clients276
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