Oklahoma · 66 firms
Retirement Advisors in Oklahoma
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 66 advisers in Oklahoma matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Retirement Planning firms in Oklahoma
CAPITAL ADVISORS, INC.
Tulsa, OK
AUM
$7.43B
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 230-5879
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.63B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-236-2111
TRINITY STRATEGIC WEALTH
Tulsa, OK
AUM
$1.54B
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-492-2150
RETIREMENT INVESTMENT ADVISORS INC
Oklahoma City, OK
AUM
$1.49B
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
405-842-3443
FOURPATH CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.06B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(405) 253-6080
WARBURTON CAPITAL MANAGEMENT, LLC
Tulsa, OK
AUM
$786.6M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; FIXED MONTHLY FEES
918-794-3000
CADENT CAPITAL ADVISORS, LLC
Tulsa, OK
AUM
$785.8M
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
918-935-3450
VISTA INVESTMENT PARTNERS LLC
Oklahoma City, OK
AUM
$610.6M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
405-608-5390
HOGANTAYLOR WEALTH
Tulsa, OK
AUM
$592.8M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
918.388.2690
THE LEGACY FINANCIAL GROUP, INC.
Tulsa, OK
AUM
$590.7M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
918-665-0826
INVESTRUST CONSULTING, LLC
Oklahoma City, OK
AUM
$588.2M
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
405-843-7046
EVERPAR ADVISORS LLC
Tulsa, OK
AUM
$587.8M
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
918-221-9290
SCISSORTAIL WEALTH MANAGEMENT, LLC
Tulsa, OK
AUM
$568.2M
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(918) 956-0500
MELIA WEALTH LLC
Tulsa, OK
AUM
$560.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
918-794-9290
RELATION WEALTH MANAGEMENT, INC.
Tulsa, OK
AUM
$541.2M
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(918) 999-9138
PINNACLE INVESTMENT ADVISORS
Tulsa, OK
AUM
$508.3M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
918-582-6864
ACCESS FINANCIAL RESOURCES INC.
Oklahoma City, OK
AUM
$410.6M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-848-9826
BURKHOLDER WEALTH MANAGEMENT
Tulsa, OK
AUM
$379.9M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
918-727-7100
OLISTICO WEALTH, LLC
Tulsa, OK
AUM
$371.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
918-863-2005
WEALTH OKLAHOMA
Tulsa, OK
AUM
$356.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
918-745-6060
OATH PLANNING, LLC
Tulsa, OK
AUM
$284.7M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
888-534-4330
SUTTERFIELD FINANCIAL GROUP, INC.
Bartlesville, OK
AUM
$274.4M
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(918) 338-2255
TRITON FINANCIAL GROUP, INC
Oklahoma City, OK
AUM
$258.7M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-696-7140
LIG CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$250.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-463-3334
179 total advisers in Oklahoma. Browse all Oklahoma advisors