Firms by city
Registered investment advisers in Edmond, OK
6 SEC-registered advisers headquartered in Edmond, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Forge Financial Services | Edmond, OK | $1.46B |
| Transcendent Capital Group | Edmond, OK | $361M |
| Bison Capital Group | Edmond, OK | $306M |
| JM2 Capital | Edmond, OK | $238M |
| Hughes Warren | Edmond, OK | $221M |
| ChappelWood Financial Services | Edmond, OK | $113M |
- Headquarters
- Edmond, OK
- Regulatory AUM
- $1.46B
- Headquarters
- Edmond, OK
- Regulatory AUM
- $361M
- Headquarters
- Edmond, OK
- Regulatory AUM
- $306M
- Headquarters
- Edmond, OK
- Regulatory AUM
- $238M
- Headquarters
- Edmond, OK
- Regulatory AUM
- $221M
- Headquarters
- Edmond, OK
- Regulatory AUM
- $113M
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 its principal office in Edmond on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Oklahoma.
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.