Top 10 financial advisor firms in Oklahoma

62 SEC-registered financial advisor firms are headquartered in Oklahoma, with $26.5B in combined regulatory assets under management. The largest by assets are Tulsa Wealth Advisors ($1.54B), Retirement Investment Advisors ($1.49B) and Forge Financial Services ($1.46B).

62
Financial advisor firms: $26.5B
Their combined AUM: $255M
Median firm AUM: 11,344
Clients of the top 10

The 10 largest by assets

1
Tulsa Wealth Advisors
RIA
$1.54B
Up to 1.75% a year
2
Retirement Investment Advisors
RIA
$1.49B
Up to 1.25% a year
3
Forge Financial Services
RIA
$1.46B
Regulatory AUM
4
Gibraltar Capital Management
RIA
$1.35B
0.50% to 1.10% a year
5
Allegiant Wealth Advisors
RIA
$1.17B
0.50% to 1.25% a year
6
Fourpath Capital Management
RIA
$1.06B
0.10% to 1.25% a year
7
The Advisory Resource Group
RIA
$927M
Up to 1.75% a year
8
Warburton Capital Management
RIA
$787M
0.30% to 1.25% a year
9
Cadent Capital Advisors
RIA
$786M
Up to 2.00% a year
10
Ark & TLK Investments
RIA
$751M
0.25% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Tulsa Wealth Advisors

Tulsa Wealth Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.54 billion, as filed on 23 July 2026.

Tulsa Wealth Advisors charges up to 1.75% a year for its Wrap Fee Program investment management services.

Regulatory AUM: $1.54B
Clients: 1,763
Advisory staff: 16
Fee schedule: Up to 1.75% a year
Minimum account: $25,000
Custodians: Raymond James
Headquarters: 1375 E. 71st Street, Tulsa, OK 74136
Phone: 918-492-2150
Website: trinitystrategicwealth.com

No. 2 · RIA

Retirement Investment Advisors

Retirement Investment Advisors is an investment adviser based in Oklahoma City, OK, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.49 billion, as filed on 23 March 2026.

Retirement Investment Advisors charges up to 1.25% a year for its Advisory Service Agreement.

Regulatory AUM: $1.49B
Clients: 1,431
Advisory staff: 8
Founded: 1991
Fee schedule: Up to 1.25% a year
Custodians: SEI Investments Management
Headquarters: 2925 United Founders BLVD, Oklahoma City, OK 73112
Phone: 405-842-3443
Website: theretirementpath.com

No. 3 · RIA

Forge Financial Services

Forge Financial Services is an investment adviser based in Edmond, OK, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.46 billion, as filed on 8 September 2026.

Regulatory AUM: $1.46B
Clients: 4,683
Advisory staff: 15
Custodians: LPL Financial
Headquarters: 2901 South Bryant Avenue, Edmond, OK 73013
Phone: 405-340-1600
Website: forgefinancial.com

No. 4 · RIA

Gibraltar Capital Management

Gibraltar Capital Management is an investment adviser based in Tulsa, OK, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $1.35 billion, as filed on 1 June 2026.

Gibraltar Capital Management charges 0.50%–1.10% a year for its Investment Management Services.

Regulatory AUM: $1.35B
Clients: 529
Advisory staff: 18
Founded: 2002
Fee schedule: 0.50% to 1.10% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 7304 S. Yale Avenue, Tulsa, OK 74136
Phone: 918-492-4209
Website: gcmwealth.com

No. 5 · RIA

Allegiant Wealth Advisors

Allegiant Wealth Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.17 billion, as filed on 16 March 2026.

Allegiant Wealth Advisors charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $1.17B
Clients: 34
Advisory staff: 2
Fee schedule: 0.50% to 1.25% a year
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 4200 East Skelly Drive, Suite 620, Tulsa, OK 74135
Phone: 918-623-4500
Website: allegiantwealth.com

No. 6 · RIA

Fourpath Capital Management

Fourpath Capital Management is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.06 billion, as filed on 5 February 2026.

Fourpath Capital Management charges 0.10%–1.25% a year for its Investment and Wealth Management Services.

Regulatory AUM: $1.06B
Clients: 821
Advisory staff: 6
Fee schedule: 0.10% to 1.25% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 4727 Gaillardia Parkway, Suite 120, Oklahoma City, OK 73142
Phone: 405-253-6080
Website: fourpath.com

No. 7 · RIA

The Advisory Resource Group

The Advisory Resource Group is an investment adviser based in Tulsa, OK, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $927 million, as filed on 16 March 2026.

The Advisory Resource Group charges up to 1.75% a year for its Investment Management.

Regulatory AUM: $927M
Clients: 709
Advisory staff: 6
Fee schedule: Up to 1.75% a year
Minimum account: $200,000
Custodians: Charles Schwab
Headquarters: 4625 E. 91st Street, Tulsa, OK 74137
Phone: 918-481-1934
Website: cpfguide.com

No. 8 · RIA

Warburton Capital Management

Warburton Capital Management is an investment adviser based in Tulsa, OK, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $787 million, as filed on 9 February 2026.

Warburton Capital Management charges 0.30%–1.25% a year for its Asset Management Services.

Regulatory AUM: $787M
Clients: 437
Advisory staff: 6
Founded: 2006
Fee schedule: 0.30% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136
Phone: 918-794-3000
Website: warburtoncapital.com

No. 9 · RIA

Cadent Capital Advisors

Cadent Capital Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $786 million, as filed on 13 May 2026.

Cadent Capital Advisors charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $786M
Clients: 654
Advisory staff: 11
Founded: 2012
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 4525 East 91st Street, Tulsa, OK 74137
Phone: 918-935-3450
Website: cadcapital.com

No. 10 · RIA

Ark & TLK Investments

Ark & TLK Investments is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $751 million, as filed on 11 September 2026.

Ark & TLK Investments charges 0.25%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $751M
Clients: 283
Advisory staff: 8
Founded: 2014
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 7308 N. Classen BLVD., Oklahoma City, OK 73116
Phone: 405-705-2906
Website: castlepointwealth.com

Questions about financial advisors in Oklahoma

How many financial advisor firms are headquartered in Oklahoma?

62 SEC-registered financial advisor firms report their principal office in Oklahoma, managing $26.5B in regulatory assets between them. The other 16 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Oklahoma?

Tulsa Wealth Advisors, with $1.54B in regulatory assets under management on its latest Form ADV. The next largest are Retirement Investment Advisors ($1.49B) and Forge Financial Services ($1.46B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Oklahoma?

The median firm manages $255M in regulatory assets. That is the midpoint of the 62 firms headquartered in Oklahoma.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Oklahoma charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.10% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Oklahoma?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Oklahoma has 62 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Oklahoma

Top financial advisor firms by city in Oklahoma