Top 10 financial advisor firms in Oklahoma City

19 SEC-registered financial advisor firms are headquartered in Oklahoma City, OK, with $7.78B in combined regulatory assets under management. The largest by assets are Retirement Investment Advisors ($1.49B), Fourpath Capital Management ($1.06B) and Ark & TLK Investments ($751M).

19
Financial advisor firms: $7.78B
Their combined AUM: $250M
Median firm AUM: 6,232
Clients of the top 10

The 10 largest by assets

1
Retirement Investment Advisors
RIA
$1.49B
Up to 1.25% a year
2
Fourpath Capital Management
RIA
$1.06B
0.10% to 1.25% a year
3
Ark & TLK Investments
RIA
$751M
0.25% to 1.25% a year
4
Plan Group Financial
RIA
$690M
Up to 2.00% a year
5
Vista Investment Partners
RIA
$611M
Regulatory AUM
6
Mitchell & Pahl Private Wealth
RIA
$450M
Regulatory AUM
7
Access Financial Resources
RIA
$411M
0.75% to 2.00% a year
8
Triton Financial Group
RIA
$259M
0.25% to 1.50% a year
9
Windle Wealth
RIA
$251M
Up to 1.25% a year
10
LIG Capital Management
RIA
$250M
Regulatory AUM

Profiles of the top 10

No. 1 · 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. 2 · 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. 3 · 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

No. 4 · RIA

Plan Group Financial

Plan Group Financial is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $690 million, as filed on 1 October 2026.

Plan Group Financial charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $690M
Clients: 1,221
Advisory staff: 17
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 101 N.e. 82nd Street, Suite 200, Oklahoma City, OK 73114
Phone: 405-848-1099
Website: plangroup.com

No. 5 · RIA

Vista Investment Partners

Vista Investment Partners is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2017. 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 $611 million, as filed on 22 May 2026.

Regulatory AUM: $611M
Clients: 479
Advisory staff: 6
Founded: 2016
Custodians: Raymond James
Headquarters: 5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118
Phone: 405-608-5390
Website: vistainvestment.com

No. 6 · RIA

Mitchell & Pahl Private Wealth

Mitchell & Pahl Private Wealth is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2020. 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 $450 million, as filed on 3 February 2026.

Regulatory AUM: $450M
Clients: 225
Advisory staff: 2
Founded: 2020
Custodians: Wells Fargo Clearing Services
Headquarters: 1001 NW 71st Street, Suite 4, Oklahoma City, OK 73116
Phone: 405-608-2280
Website: mpprivatewealth.com

No. 7 · RIA

Access Financial Resources

Access Financial Resources is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $411 million, as filed on 30 April 2026.

Access Financial Resources charges 0.75%–2.00% a year for its Asset Based Percentage Fee Billing.

Regulatory AUM: $411M
Clients: 644
Advisory staff: 7
Fee schedule: 0.75% to 2.00% a year
Custodians: Fidelity
Headquarters: 3621 NW 63rd Street, Suite A-1, Oklahoma City, OK 73116
Phone: 405-848-9826
Website: afradvice.com

No. 8 · RIA

Triton Financial Group

Triton Financial Group is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $259 million, as filed on 24 March 2026.

Triton Financial Group charges 0.25%–1.50% a year for its Wealth Management Services / Investment Management Services.

Regulatory AUM: $259M
Clients: 313
Advisory staff: 2
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 14614 Bogert Parkway, Oklahoma City, OK 73134
Phone: 405-696-7140
Website: ctfg.co

No. 9 · RIA

Windle Wealth

Windle Wealth is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2022. 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 $251 million, as filed on 30 March 2026.

Windle Wealth charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM: $251M
Clients: 399
Advisory staff: 2
Fee schedule: Up to 1.25% a year
Custodians: Altruist, Charles Schwab
Headquarters: 5740 NW 132nd St., Oklahoma City, OK 73142
Phone: 405-261-5202
Website: windlewealth.com

No. 10 · RIA

LIG Capital Management

LIG Capital Management is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $250 million, as filed on 6 July 2026.

Regulatory AUM: $250M
Clients: 416
Advisory staff: 4
Custodians: Charles Schwab, Capital Bank & Trust, Security Benefit Life Insurance, Charles Schwab
Headquarters: 3503 N.W. 63rd Street, Suite 100, Oklahoma City, OK 73116-2203
Phone: 405-463-3334
Website: ligcam.com

Questions about financial advisors in Oklahoma City

How many financial advisor firms are headquartered in Oklahoma City?

19 SEC-registered financial advisor firms report their principal office in Oklahoma City, OK, managing $7.78B in regulatory assets between them. The other 8 advisers headquartered in the city 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 City?

Retirement Investment Advisors, with $1.49B in regulatory assets under management on its latest Form ADV. The next largest are Fourpath Capital Management ($1.06B) and Ark & TLK Investments ($751M).

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

How large is a typical financial advisor firm in Oklahoma City?

The median firm manages $250M in regulatory assets. That is the midpoint of the 19 firms headquartered in Oklahoma City.

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

How much do financial advisors in Oklahoma City charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% 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 City?

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 city 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 city.

Source: Niva directory methodology

Oklahoma City has 19 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Oklahoma City

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