Fiduciary advisors in Oklahoma

82registered advisers
76fee-only verified

Oil and gas wealth has shaped Oklahoma's financial advisory landscape for decades. The state has 82 SEC-registered fiduciary advisors, 76 fee-only. Oklahoma City and Tulsa split the market, with energy royalty trusts and depletion allowance planning remaining common specializations even as the state's economy diversifies.

Cities

Ardmore1Bartlesville6Bethany2Bixby1Durant1Edmond5Mcalester1Oklahoma City29Tulsa36

Top advisors

ACCESS FINANCIAL RESOURCES INC.

Fee-OnlyAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #109495
Typical Fee--
AUM$355M
Minimum--
Clients2,483

ACORN CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Oklahoma City, OklahomaCRD #164499
Typical Fee--
AUM$655M
Minimum--
Clients10

ADAPTATION FINANCIAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #309192
Typical Fee1.00%
AUM$217M
Minimum--
Clients674

ALLEGIANT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #330239
Typical Fee--
AUM$956M
Minimum--
Clients18

ARCHAMBO FINANCIAL ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Bartlesville, OklahomaCRD #129927
Typical Fee--
AUM$157M
Minimum--
Clients221

ARGONAUT PRIVATE CAPITAL, LP

Fee-Only, No ConflictsClean Record
Tulsa, OklahomaCRD #283878
Typical Fee--
AUM$3.4B
Minimum--
Clients8

ASSET MANAGEMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #111309
Typical Fee--
AUM$221M
Minimum--
Clients247

BISON CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #306471
Typical Fee--
AUM$250M
Minimum--
Clients522

BISON CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Edmond, OklahomaCRD #315170
Typical Fee--
AUM$293M
Minimum--
Clients32

BOK FINANCIAL ADVISORS

Also Compensated via Brokerage
Tulsa, OklahomaCRD #17530
Typical Fee--
AUM$836M
Minimum--
Clients3,179

BURKHOLDER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #305300
Typical Fee--
AUM$255M
Minimum--
Clients718

CADENT CAPITAL ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Tulsa, OklahomaCRD #169704
Typical Fee--
AUM$651M
Minimum--
Clients1,315

CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #104643
Typical Fee--
AUM$6.1B
Minimum--
Clients7,297

CAPTION MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #173841
Typical Fee--
AUM$3.1B
Minimum--
Clients4

CASTLEPOINT WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #205512
Typical Fee--
AUM$605M
Minimum--
Clients1,009

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Tulsa, OklahomaCRD #110774
Typical Fee--
AUM$14.2B
Minimum--
Clients2,326

CE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #299786
Typical Fee--
AUM$5.7B
Minimum--
Clients6

COMPASS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mcalester, OklahomaCRD #150170
Typical Fee--
AUM$119M
Minimum--
Clients482

COMPREHENSIVE FINANCIAL PLANNING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #109822
Typical Fee--
AUM$183M
Minimum--
Clients342

CORPORATE CONSULTING GROUP, INC.

Fee-Only, No ConflictsClean Record
Tulsa, OklahomaCRD #123761
Typical Fee--
AUM$167M
Minimum--
Clients1

COUNCIL OAK WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #297180
Typical Fee--
AUM$435M
Minimum--
Clients890

DRAWBRIDGE CAPITAL

Also Compensated via Brokerage
Tulsa, OklahomaCRD #128636
Typical Fee--
AUM$190M
Minimum--
Clients951

EPIC WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #297643
Typical Fee--
AUM$112M
Minimum--
Clients389

EVEN HERD LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #329728
Typical Fee--
AUM$53M
Minimum--
Clients1

EVERPAR ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tulsa, OklahomaCRD #326468
Typical Fee--
AUM$588M
Minimum--
Clients937

EXCHANGE TRADED CONCEPTS, LLC

Fee-Only, No ConflictsClean Record
Oklahoma City, OklahomaCRD #151197
Typical Fee--
AUM$23.0B
Minimum--
Clients130

EXENCIAL WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #130475
Typical Fee--
AUM$5.3B
Minimum--
Clients9,357

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oklahoma City, OklahomaCRD #105506
Typical Fee--
AUM$152M
Minimum--
Clients547

FMI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ardmore, OklahomaCRD #117600
Typical Fee--
AUM$318M
Minimum--
Clients1,400

FORGE FINANCIAL

Clean RecordAlso Compensated via Brokerage
Edmond, OklahomaCRD #306480
Typical Fee--
AUM$1.2B
Minimum--
Clients6,594

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
View all 82 advisors in Oklahoma
Fiduciary Financial Advisors in Oklahoma | FiduciaryListings