Search Results

82 advisors in oklahoma
FirmFeeAUMMin.Clients

RETIREMENT INVESTMENT ADVISORS INC

Fee-Only, No Conflicts
Oklahoma City, OklahomaCRD #106316
Typical Fee--
AUM$1.3B
Minimum--
Clients1,381

REVO FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bartlesville, OklahomaCRD #172646
Typical Fee--
AUM$135M
Minimum--
Clients299

ROBERT STEPHEN CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #118588
Typical Fee--
AUM$193M
Minimum--
Clients471

SAGEOAK FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #166927
Typical Fee--
AUM$144M
Minimum--
Clients655

SCISSORTAIL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #297761
Typical Fee--
AUM$588M
Minimum--
Clients2,571

SERAPH CAPITAL ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bartlesville, OklahomaCRD #165754
Typical Fee--
AUM$78M
Minimum--
Clients442

SERVO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #159367
Typical Fee--
AUM$149M
Minimum--
Clients307

SPUR CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bartlesville, OklahomaCRD #115959
Typical Fee--
AUM$880M
Minimum--
Clients8

SUMMIT WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #166118
Typical Fee--
AUM$150M
Minimum--
Clients724

SUSTAINABLE ADVISORS ALLIANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #312061
Typical Fee--
AUM$235M
Minimum--
Clients1,080

SUTTERFIELD FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Bartlesville, OklahomaCRD #115652
Typical Fee--
AUM$221M
Minimum--
Clients2,280

THE ADVISORY RESOURCE GROUP, LLC

Clean RecordAlso Compensated via Brokerage
Tulsa, OklahomaCRD #290110
Typical Fee--
AUM$809M
Minimum--
Clients2,320

THE LEGACY FINANCIAL GROUP, INC.

Fee-Only, No ConflictsClean Record
Tulsa, OklahomaCRD #135059
Typical Fee--
AUM$514M
Minimum--
Clients1,608

TOM JOHNSON INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #104511
Typical Fee--
AUM$1.6B
Minimum--
Clients5,871

TRANSCENDENT CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edmond, OklahomaCRD #316872
Typical Fee--
AUM$361M
Minimum--
Clients1,339

TRINITY STRATEGIC WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #337956
Typical Fee--
AUM$1.5B
Minimum--
Clients4,794

TRITON FINANCIAL GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #309294
Typical Fee--
AUM$293M
Minimum--
Clients338

VISTA INVESTMENT PARTNERS LLC

Fee-OnlyAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #286014
Typical Fee--
AUM$611M
Minimum--
Clients1,610

WARBURTON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #141969
Typical Fee--
AUM$787M
Minimum--
Clients1,265

WARWICK INVESTMENT GROUP, LLC

Fee-Only, No ConflictsClean Record
Oklahoma City, OklahomaCRD #226670
Typical Fee--
AUM$1.8B
Minimum--
Clients5

WEALTH OKLAHOMA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #132962
Typical Fee--
AUM$307M
Minimum--
Clients336

WINDLE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #285653
Typical Fee--
AUM$208M
Minimum--
Clients850
Browse Fiduciary Financial Advisors | FiduciaryListings