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Find Top Financial Advisors in Oklahoma

Oklahoma, known for its breathtaking scenery and booming economy in industries such as energy, aviation, and agriculture, is home to a population of over 3.9 million people. With a cost of living 12% lower than the national average, and 2,373 financial advisors found in the state, Oklahoma residents can take advantage of this affordable state by connecting with a trusted fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Oklahoma can help in your search. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc., the screened financial advisors in our network can provide ongoing guidance and personalized financial solutions to suit your needs.

How To Find Trusted Financial Advisors in Oklahoma

Oklahoma has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Oklahoma have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Oklahoma mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Oklahoma.

Qualified Financial Advisors in Oklahoma

VETTED
Financial Advisor
Exencial Wealth AdvisorsExencial Wealth Advisors9108 North Kelley AvenueOklahoma City, OK 73131
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Exencial Wealth AdvisorsExencial Wealth Advisors9108 North Kelley AvenueOklahoma City, OK 73131
ExperienceNot Disclosed
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Thomas "Casey" LoperCornerstone Wealth Management2738 E 51st St Suite 200Tulsa, OK 74105
Experience17 Years
AUM$92,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Oklahoma

Exencial Wealth Advisors
VETTED
Exencial Wealth Advisors
Exencial Wealth Advisors
About Exencial Wealth Advisors
Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of high-quality advice and execution. Since our genesis, we have constructed a team of CPA's, CFA Charterholders, CFP®'s, and CIMA®'s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy. Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.
Advisory Services Provided
Financial Planning, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 130475
Compensation/Fee
Fee-Based
Office Location
9108 North Kelley Avenue,Oklahoma City,OK 73131
Phone Number
888-478-1971
Exencial Wealth Advisors
VETTED
Exencial Wealth Advisors
Exencial Wealth Advisors
About Exencial Wealth Advisors
Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of high-quality advice and execution. Since our genesis, we have constructed a team of CPA's, CFA Charterholders, CFP®'s, and CIMA®'s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy. Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.
Advisory Services Provided
Financial Planning, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 130475
Compensation/Fee
Fee-Based
Office Location
9108 North Kelley Avenue,Oklahoma City,OK 73131
Phone Number
888-478-1971
Thomas "Casey" Loper
VETTED
Thomas "Casey" Loper
Cornerstone Wealth Management
About Thomas "Casey" Loper
T. Casey Loper started financial planning at the age of 22 in 2006. He was trained at a national Brokerage firm for the first 12 years of his career and specializes in generating low risk retirement income while growing the assets to combat inflation. Casey's team is growing and includes two CFA's that work off site. Casey has two children and lives in Midtown Tulsa.
About Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 5199516Firm CRD# 164666Series 7, 63
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
2738 E 51st St Suite 200,Tulsa,OK 74105
Phone Number
918-779-7338

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FINRA/SEC Registered Advisors

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Firm Name
CAVANAL HILL INVESTMENT MANAGEMENT, INC.Tulsa, OK
No. of Advisors50
AUM$11,569,058,289
No. of Clients2265
Fee StructureA percentage of AUM
Firm Name
EXCHANGE TRADED CONCEPTS, LLCOklahoma City, OK
No. of Advisors17
AUM$10,174,416,057
No. of Clients84
Fee StructureA percentage of AUM, Fixed fees
Firm Name
CE INVESTMENT MANAGEMENT, LLCOklahoma City, OK
No. of Advisors17
AUM$6,272,435,135
No. of Clients6
Fee StructureA percentage of AUM
Firm Name
CAPITAL ADVISORS, INC.Tulsa, OK
No. of Advisors59
AUM$5,501,719,930
No. of Clients6518
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
EXENCIAL WEALTH ADVISORSOklahoma City, OK
No. of Advisors101
AUM$5,015,687,471
No. of Clients10586
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ARRANGEMENT)
Firm Name
ARGONAUT PRIVATE CAPITAL, LPTulsa, OK
No. of Advisors20
AUM$3,464,024,447
No. of Clients8
Fee StructureA percentage of AUM, Performance Based
Firm Name
KNIGHTSBRIDGE ADVISERS LLCBartlesville, OK
No. of Advisors16
AUM$2,887,295,468
No. of Clients24
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
FULL SAIL CAPITAL, LLCOklahoma City, OK
No. of Advisors16
AUM$1,831,472,226
No. of Clients1609
Fee StructureA percentage of AUM
Firm Name
CAPTION MANAGEMENT, LLCOklahoma City, OK
No. of Advisors16
AUM$1,706,753,895
No. of Clients5
Fee StructureA percentage of AUM, Performance Based
Firm Name
WARWICK INVESTMENT GROUP, LLCOklahoma City, OK
No. of Advisors76
AUM$1,645,926,208
No. of Clients4
Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF CERTAIN OPERATING EXPENSES)
Firm Name
TOM JOHNSON INVESTMENT MANAGEMENT, LLCOklahoma City, OK
No. of Advisors11
AUM$1,505,567,003
No. of Clients5627
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
RETIREMENT INVESTMENT ADVISORS INCOklahoma City, OK
No. of Advisors20
AUM$1,109,660,853
No. of Clients1335
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
SPUR CAPITAL PARTNERSBartlesville, OK
No. of Advisors10
AUM$1,019,033,329
No. of Clients8
Fee StructureA percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS)
Firm Name
FORGE FINANCIALEdmond, OK
No. of Advisors14
AUM$1,008,864,970
No. of Clients6173
Fee StructureA percentage of AUM
Firm Name
FOURPATH CAPITAL MANAGEMENT, LLCOklahoma City, OK
No. of Advisors6
AUM$931,104,788
No. of Clients2197
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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