Firms by state
Registered investment advisers in Oklahoma
24 SEC-registered advisers with at least one office in Oklahoma, listed by regulatory assets under management as reported on Form ADV.
Browse cities in Oklahoma
24 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Creative PlanningCRD 105348 | Overland Park, KS | $295.57B | 1,538 | 100,298 |
| Gallagher Fiduciary AdvisorsCRD 146509 | Rolling Meadows, IL | $194.82B | 218 | 6,120 |
| Cambridge Investment Research AdvisorsCRD 134139 | Fairfield, IA | $138.69B | 3,496 | 361,213 |
| MarinerCRD 140195 | Overland Park, KS | $125.41B | 933 | 55,512 |
| Wealth Enhancement Advisory ServicesCRD 116407 | Plymouth, MN | $122.19B | 850 | 85,001 |
| Mercer Global AdvisorsCRD 147363 | Denver, CO | $84.40B | 632 | 36,172 |
| Savant CapitalCRD 107271 | Rockford, IL | $55.61B | 238 | 24,034 |
| Newedge AdvisorsCRD 171351 | New Orleans, LA | $43.21B | 515 | 49,898 |
| Lido AdvisorsCRD 269866 | Los Angeles, CA | $42.50B | 235 | 13,800 |
| Wealthspire RetirementCRD 121254 | Aliso Viejo, CA | $38.61B | 139 | 7,532 |
| Sanctuary AdvisorsCRD 226606 | Miami, FL | $34.88B | 396 | 19,540 |
| Sequoia Financial AdvisorsCRD 117756 | Akron, OH | $32.24B | 195 | 11,218 |
| Wellth Advisory ServicesCRD 330537 | $26.68B | 73 | 3,887 | |
| Summit FinancialCRD 299322 | Parsippany, NJ | $26.35B | 216 | 18,393 |
| First Command Advisory ServicesCRD 281958 | Fort Worth, TX | $24.43B | 1,155 | 113,591 |
| Exchange Traded ConceptsCRD 151197 | Oklahoma City, OK | $22.95B | 13 | 130 |
| Ifp AdvisorsCRD 125112 | Tampa, FL | $16.29B | 302 | 54,154 |
| Concurrent Investment AdvisorsCRD 323135 | Tampa, FL | $15.73B | 160 | 13,277 |
| Cavanal Hill Investment ManagementCRD 110774 | Tulsa, OK | $15.23B | 40 | 3 |
| The Mather GroupCRD 156005 | Chicago, IL | $13.45B | 97 | 4,773 |
| Hub Investment PartnersCRD 307956 | Austin, TX | $11.88B | 103 | 6,127 |
| Great Valley Advisor GroupCRD 123913 | Berwyn, PA | $10.60B | 192 | 37,014 |
| Advisory Services NetworkCRD 146051 | Atlanta, GA | $10.60B | 247 | 12,919 |
| Foundations Investment AdvisorsCRD 175083 | Phoenix, AZ | $10.10B | 289 | 29,663 |
Creative PlanningCRD 105348$295.57B
- Headquarters
- Overland Park, KS
- Advisory staff
- 1,538
- Clients
- 100,298
Gallagher Fiduciary AdvisorsCRD 146509$194.82B
- Headquarters
- Rolling Meadows, IL
- Advisory staff
- 218
- Clients
- 6,120
Cambridge Investment Research AdvisorsCRD 134139$138.69B
- Headquarters
- Fairfield, IA
- Advisory staff
- 3,496
- Clients
- 361,213
MarinerCRD 140195$125.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 933
- Clients
- 55,512
Wealth Enhancement Advisory ServicesCRD 116407$122.19B
- Headquarters
- Plymouth, MN
- Advisory staff
- 850
- Clients
- 85,001
Mercer Global AdvisorsCRD 147363$84.40B
- Headquarters
- Denver, CO
- Advisory staff
- 632
- Clients
- 36,172
Savant CapitalCRD 107271$55.61B
- Headquarters
- Rockford, IL
- Advisory staff
- 238
- Clients
- 24,034
Newedge AdvisorsCRD 171351$43.21B
- Headquarters
- New Orleans, LA
- Advisory staff
- 515
- Clients
- 49,898
Lido AdvisorsCRD 269866$42.50B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 235
- Clients
- 13,800
Wealthspire RetirementCRD 121254$38.61B
- Headquarters
- Aliso Viejo, CA
- Advisory staff
- 139
- Clients
- 7,532
Sanctuary AdvisorsCRD 226606$34.88B
- Headquarters
- Miami, FL
- Advisory staff
- 396
- Clients
- 19,540
Sequoia Financial AdvisorsCRD 117756$32.24B
- Headquarters
- Akron, OH
- Advisory staff
- 195
- Clients
- 11,218
Wellth Advisory ServicesCRD 330537$26.68B
- Headquarters
- Advisory staff
- 73
- Clients
- 3,887
Summit FinancialCRD 299322$26.35B
- Headquarters
- Parsippany, NJ
- Advisory staff
- 216
- Clients
- 18,393
First Command Advisory ServicesCRD 281958$24.43B
- Headquarters
- Fort Worth, TX
- Advisory staff
- 1,155
- Clients
- 113,591
Exchange Traded ConceptsCRD 151197$22.95B
- Headquarters
- Oklahoma City, OK
- Advisory staff
- 13
- Clients
- 130
Ifp AdvisorsCRD 125112$16.29B
- Headquarters
- Tampa, FL
- Advisory staff
- 302
- Clients
- 54,154
Concurrent Investment AdvisorsCRD 323135$15.73B
- Headquarters
- Tampa, FL
- Advisory staff
- 160
- Clients
- 13,277
Cavanal Hill Investment ManagementCRD 110774$15.23B
- Headquarters
- Tulsa, OK
- Advisory staff
- 40
- Clients
- 3
The Mather GroupCRD 156005$13.45B
- Headquarters
- Chicago, IL
- Advisory staff
- 97
- Clients
- 4,773
Hub Investment PartnersCRD 307956$11.88B
- Headquarters
- Austin, TX
- Advisory staff
- 103
- Clients
- 6,127
Great Valley Advisor GroupCRD 123913$10.60B
- Headquarters
- Berwyn, PA
- Advisory staff
- 192
- Clients
- 37,014
Advisory Services NetworkCRD 146051$10.60B
- Headquarters
- Atlanta, GA
- Advisory staff
- 247
- Clients
- 12,919
Foundations Investment AdvisorsCRD 175083$10.10B
- Headquarters
- Phoenix, AZ
- Advisory staff
- 289
- Clients
- 29,663
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports an office in Oklahoma on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in Oklahoma from elsewhere.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.