Fiduciary advisors in Edmond, OK

5 registered advisers

By the numbers: Edmond, Oklahoma has 5 SEC-registered fiduciary advisors and 4 fee-only firms.

BISON CAPITAL GROUP, LLC

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

FORGE FINANCIAL

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

HUGHES WARREN, INC.

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

JM2 CAPITAL INC.

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

TRANSCENDENT CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edmond, OklahomaCRD #316872
Typical Fee--
AUM$361M
Minimum--
Clients1,339
Fiduciary Advisors in Edmond, Oklahoma | FiduciaryListings