Falists

Oklahoma · 64 advisers

Financial Advisors in Oklahoma City, Oklahoma

Looking for a financial advisor in Oklahoma City, Oklahoma? Falists indexes 64 SEC-registered and state-registered investment advisers in Oklahoma City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 46 firms list a website you can visit directly. Firms in this directory manage up to $22.95B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

64

With website

46

Largest AUM

$22.95B

Financial planning

29

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth48Planning29Trusts35Retirement20Institutional27

Top advisors in Oklahoma City

Ranked by AUM · Fees, team & specialties at a glance

View all 64 →

WINDLE WEALTH

Oklahoma City, OK

AUM

$251.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

405-261-5202

Full profileVisit site →
View all 64 advisors in Oklahoma City

More cities in Oklahoma

Tulsa (60)Edmond (20)Bartlesville (8)Norman (5)Bethany (2)Clinton (2)Stillwater (2)Ardmore (1)Bixby (1)Broken Arrow (1)Choctaw (1)Durant (1)

Common questions

How many financial advisors are in Oklahoma City, Oklahoma?
64 registered investment advisers are listed in our Oklahoma City directory, sourced from public SEC filings.
What types of advisors are in Oklahoma City?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Oklahoma City?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.