{ "path": "/advisors/ok", "url": "https://advisorcensus.com/advisors/ok", "page_type": "state", "title": "Financial advisors in Oklahoma", "filters": {}, "scope_total": 213, "faq": [ { "q": "How many financial advisory firms are there in Oklahoma?", "a": "AdvisorCensus lists 213 investment advisory firms with a principal office in Oklahoma, from Form ADV filings as of October 2026: 84 SEC-registered, 105 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Oklahoma?", "a": "62 of the 213 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Oklahoma offer financial planning?", "a": "125 of the 189 firms in Oklahoma that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Oklahoma fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 62 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 213 investment advisory firms with a principal office in Oklahoma, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Oklahoma: 213 firms from Form ADV filings as of October 2026.", "total_firms": 213, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 84, "state": 105, "exempt": 24 }, "fee_model_mix": [ { "code": "fee-only", "count": 62 }, { "code": "percentage_of_aum", "count": 176 }, { "code": "hourly", "count": 85 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 102 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 15 }, { "code": "other", "count": 32 }, { "code": "not_reported", "count": 24 } ], "years_registered_distribution": [ { "code": "under_5", "count": 94 }, { "code": "5_to_9", "count": 48 }, { "code": "10_to_19", "count": 39 }, { "code": "20_plus", "count": 31 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 54 }, { "code": "25m_100m", "count": 42 }, { "code": "100m_500m", "count": 46 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 38 } ], "firms": [ { "crd_number": 323398, "name": "10ELMS LLP", "name_as_filed": "10ELMS LLP", "url": "https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298219, "name": "A-Team Financial Investments", "name_as_filed": "A-TEAM FINANCIAL INVESTMENTS", "url": "https://advisorcensus.com/firm/a-team-financial-investments-oklahoma-city-ok-298219", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149048, "name": "Access Advisory Group LLC", "name_as_filed": "ACCESS ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/access-advisory-group-llc-oklahoma-city-ok-149048", "city": "Oklahoma City", "state": "OK", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282869, "name": "Access Capital Management, LLC", "name_as_filed": "ACCESS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/access-capital-management-llc-tulsa-ok-282869", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109495, "name": "Access Financial Resources Inc.", "name_as_filed": "ACCESS FINANCIAL RESOURCES INC.", "url": "https://advisorcensus.com/firm/access-financial-resources-inc-oklahoma-city-ok-109495", "city": "Oklahoma City", "state": "OK", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339075, "name": "Achieve Capital", "name_as_filed": "ACHIEVE CAPITAL", "url": "https://advisorcensus.com/firm/achieve-capital-tulsa-ok-339075", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164499, "name": "Acorn Capital Management", "name_as_filed": "ACORN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/acorn-capital-management-oklahoma-city-ok-164499", "city": "Oklahoma City", "state": "OK", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 309192, "name": "Adaptation Financial Advisors Inc.", "name_as_filed": "ADAPTATION FINANCIAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/adaptation-financial-advisors-inc-oklahoma-city-ok-309192", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330239, "name": "Allegiant Wealth Advisors, LLC", "name_as_filed": "ALLEGIANT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314820, "name": "Allocations Advisers, LLC", "name_as_filed": "ALLOCATIONS ADVISERS, LLC", "url": "https://advisorcensus.com/firm/allocations-advisers-llc-tulsa-ok-314820", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312466, "name": "Amalfi Investments, LLC", "name_as_filed": "AMALFI INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/amalfi-investments-llc-oklahoma-city-ok-312466", "city": "Oklahoma City", "state": "OK", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108589, "name": "Ameritrust Investment Advisors Inc", "name_as_filed": "AMERITRUST INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589", "city": "Tulsa", "state": "OK", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 129927, "name": "Archambo Financial Advisors, Inc.", "name_as_filed": "ARCHAMBO FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/archambo-financial-advisors-inc-bartlesville-ok-129927", "city": "Bartlesville", "state": "OK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283878, "name": "Argonaut Private Capital, LP", "name_as_filed": "ARGONAUT PRIVATE CAPITAL, LP", "url": "https://advisorcensus.com/firm/argonaut-private-capital-lp-tulsa-ok-283878", "city": "Tulsa", "state": "OK", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299972, "name": "Arrow Investment Management LLC", "name_as_filed": "ARROW INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arrow-investment-management-llc-oklahoma-city-ok-299972", "city": "Oklahoma City", "state": "OK", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111309, "name": "Asset Management Advisors, LLC", "name_as_filed": "ASSET MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/asset-management-advisors-llc-oklahoma-city-ok-111309", "city": "Oklahoma City", "state": "OK", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340326, "name": "Axion Capital Markets, LLC", "name_as_filed": "AXION CAPITAL MARKETS, LLC", "url": "https://advisorcensus.com/firm/axion-capital-markets-llc-oklahoma-city-ok-340326", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324725, "name": "Baldwin Financial, LLC", "name_as_filed": "BALDWIN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/baldwin-financial-llc-oklahoma-city-ok-324725", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340859, "name": "Belle Isle Advisors", "name_as_filed": "BELLE ISLE ADVISORS", "url": "https://advisorcensus.com/firm/belle-isle-advisors-340859", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 321651, "name": "Bertrand Investment Strategies, L.L.C.", "name_as_filed": "BERTRAND INVESTMENT STRATEGIES, L.L.C.", "url": "https://advisorcensus.com/firm/bertrand-investment-strategies-l-l-c-oklahoma-city-ok-321651", "city": "Oklahoma City", "state": "OK", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 306471, "name": "Bison Capital Advisors, LLC", "name_as_filed": "BISON CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bison-capital-advisors-llc-oklahoma-city-ok-306471", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315170, "name": "Bison Capital Group, LLC", "name_as_filed": "BISON CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/bison-capital-group-llc-edmond-ok-315170", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169142, "name": "BK Hughes & Associates", "name_as_filed": "BK HUGHES & ASSOCIATES", "url": "https://advisorcensus.com/firm/bk-hughes-and-associates-edmond-ok-169142", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319670, "name": "Blessed Financial Investments, LLC", "name_as_filed": "BLESSED FINANCIAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/blessed-financial-investments-llc-edmond-ok-319670", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 17530, "name": "BOK Financial Advisors", "name_as_filed": "BOK FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530", "city": "Tulsa", "state": "OK", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 118873, "name": "Bollinger Financial Advisory, Inc.", "name_as_filed": "BOLLINGER FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/bollinger-financial-advisory-inc-stillwater-ok-118873", "city": "Stillwater", "state": "OK", "years_registered": 39, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 340683, "name": "Bridgecreek Financial Group", "name_as_filed": "BRIDGECREEK FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306924, "name": "Buchanan Capital Management, LLC", "name_as_filed": "BUCHANAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buchanan-capital-management-llc-nichols-hills-ok-306924", "city": "Nichols Hills", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305300, "name": "Burkholder Wealth Management", "name_as_filed": "BURKHOLDER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300", "city": "Tulsa", "state": "OK", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301978, "name": "Buwick Group Wealth Management, LLC", "name_as_filed": "BUWICK GROUP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buwick-group-wealth-management-llc-norman-ok-301978", "city": "Norman", "state": "OK", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323751, "name": "C.E.C. Wealth Management", "name_as_filed": "C.E.C. WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/c-e-c-wealth-management-323751", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169704, "name": "Cadent Capital Advisors, LLC", "name_as_filed": "CADENT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704", "city": "Tulsa", "state": "OK", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173841, "name": "Caption Management, LLC", "name_as_filed": "CAPTION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caption-management-llc-oklahoma-city-ok-173841", "city": "Oklahoma City", "state": "OK", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 205512, "name": "Castlepoint Wealth Advisors", "name_as_filed": "CASTLEPOINT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512", "city": "Oklahoma City", "state": "OK", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319149, "name": "Cathedral Square Capital", "name_as_filed": "CATHEDRAL SQUARE CAPITAL", "url": "https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149", "city": "Tulsa", "state": "OK", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110774, "name": "Cavanal Hill Investment Management, Inc.", "name_as_filed": "CAVANAL HILL INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cavanal-hill-investment-management-inc-tulsa-ok-110774", "city": "Tulsa", "state": "OK", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117895, "name": "CC Investment Advisors, Inc.", "name_as_filed": "CC INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cc-investment-advisors-inc-oklahoma-city-ok-117895", "city": "Oklahoma City", "state": "OK", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298279, "name": "CCR Investment Advisers, LLC", "name_as_filed": "CCR INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/ccr-investment-advisers-llc-ponca-city-ok-298279", "city": "Ponca City", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299786, "name": "CE Investment Management, LLC", "name_as_filed": "CE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ce-investment-management-llc-oklahoma-city-ok-299786", "city": "Oklahoma City", "state": "OK", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134318, "name": "Chappelwood Financial Services", "name_as_filed": "CHAPPELWOOD FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318", "city": "Edmond", "state": "OK", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 114812, "name": "Chartmark Investments, Inc.", "name_as_filed": "CHARTMARK INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/chartmark-investments-inc-tulsa-ok-114812", "city": "Tulsa", "state": "OK", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324731, "name": "Cimarron Capital Associates II, LLC", "name_as_filed": "CIMARRON CAPITAL ASSOCIATES II, LLC", "url": "https://advisorcensus.com/firm/cimarron-capital-associates-ii-llc-oklahoma-city-ok-324731", "city": "Oklahoma City", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 133271, "name": "Coachwise Financial Solutions, Inc.", "name_as_filed": "COACHWISE FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/coachwise-financial-solutions-inc-tulsa-ok-133271", "city": "Tulsa", "state": "OK", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150170, "name": "Compass Capital Management, LLC", "name_as_filed": "COMPASS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170", "city": "McAlester", "state": "OK", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 327213, "name": "Compass Coaching and Consulting, LLC", "name_as_filed": "COMPASS COACHING AND CONSULTING, LLC", "url": "https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 109822, "name": "Comprehensive Financial Planning Inc", "name_as_filed": "COMPREHENSIVE FINANCIAL PLANNING INC", "url": "https://advisorcensus.com/firm/comprehensive-financial-planning-inc-oklahoma-city-ok-109822", "city": "Oklahoma City", "state": "OK", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333870, "name": "Cone Wealth Management", "name_as_filed": "CONE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cone-wealth-management-tulsa-ok-333870", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328254, "name": "Conkin Financial Group, Inc.", "name_as_filed": "CONKIN FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/conkin-financial-group-inc-edmond-ok-328254", "city": "Edmond", "state": "OK", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329615, "name": "Conquer Investments, LLC", "name_as_filed": "CONQUER INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/conquer-investments-llc-oklahoma-city-ok-329615", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158457, "name": "Core Wealth Management, LLC", "name_as_filed": "CORE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-wealth-management-llc-oklahoma-city-ok-158457", "city": "Oklahoma City", "state": "OK", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ok/oklahoma-city", "name": "Oklahoma City", "msa_name": "Oklahoma City, OK", "state_code": "OK", "firm_count": 103 }, { "path": "/advisors/ok/tulsa", "name": "Tulsa", "msa_name": "Tulsa, OK", "state_code": "OK", "firm_count": 67 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ok", "label": "Financial advisors in Oklahoma" }, "fee_pages": [ { "path": "/advisors/ok/fee-only", "label": "Fee-only financial advisors in Oklahoma", "firm_count": 62 }, { "path": "/advisors/ok/flat-fee", "label": "Flat-fee financial advisors in Oklahoma", "firm_count": 102 }, { "path": "/advisors/ok/hourly", "label": "Hourly financial advisors in Oklahoma", "firm_count": 85 } ] }, "csv": "https://advisorcensus.com/advisors/ok.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }