AdvisorCensus / Financial advisors / Oklahoma / Oklahoma City, OK / Branch offices
Advisory firms with an office in Oklahoma City, OK, headquartered elsewhere
71 investment advisory firms with a principal office outside the Oklahoma City, OK metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisor Resource Council | Edmond, OK | Dallas, TX | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Edmond, OK | Lincoln, NE | SEC-registered investment adviser |
| Argent Retirement Plan Advisors, LLC | Oklahoma City, OK | New Orleans, LA | SEC-registered investment adviser |
| Arvest Wealth Management | Oklahoma City, OK | Lowell, AR | SEC-registered investment adviser |
| AWH Financial, LLC | Oklahoma City, OK | Bala Cynwyd, PA | SEC-registered investment adviser |
| B.B. Graham & Company, Inc. | Oklahoma City, OK | Orange, CA | SEC-registered investment adviser |
| BOK Financial Advisors | Edmond, OK | Tulsa, OK | SEC-registered investment adviser |
| Cadent Capital Advisors, LLC | Oklahoma City, OK | Tulsa, OK | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Norman, OK | Fairfield, IA | SEC-registered investment adviser |
| Cirrus Capital LLC | Edmond, OK | Bloomfield Hills, MI | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Noble, OK | Ann Arbor, MI | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Norman, OK | Tampa, FL | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Oklahoma City, OK | Dallas, TX | SEC-registered investment adviser |
| Copper Financial | Oklahoma City, OK | Lenexa, KS | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Yukon, OK | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Oklahoma City, OK | Overland Park, KS | SEC-registered investment adviser |
| CX Institutional, LLC | Oklahoma City, OK | Auburn, IN | SEC-registered investment adviser |
| DAI Wealth, LLC | Edmond, OK | Atlanta, GA | SEC-registered investment adviser |
| Dynamic | Edmond, OK | Phoenix, AZ | SEC-registered investment adviser |
| Encompass Capital Advisors LLC | Oklahoma City, OK | New York, NY | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Oklahoma City, OK | Ontario, CA | SEC-registered investment adviser |
| Financial & Tax Architects, LLC | Edmond, OK | St. Louis, MO | SEC-registered investment adviser |
| First Command Advisory Services | Oklahoma City, OK | Fort Worth, TX | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Edmond, OK | Phoenix, AZ | SEC-registered investment adviser |
| Gaddis Premier Wealth Advisors LLC | Oklahoma City, OK | Durant, OK | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Oklahoma City, OK | Rolling Meadows, IL | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Norman, OK | Berwyn, PA | SEC-registered investment adviser |
| Hall Capital Management Company, LLC | Oklahoma City, OK | Dallas, TX | Exempt reporting adviser |
| Hilltop Securities Inc. | Norman, OK | Dallas, TX | SEC-registered investment adviser |
| Hogantaylor Wealth | Oklahoma City, OK | Tulsa, OK | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Oklahoma City, OK | Austin, TX | SEC-registered investment adviser |
| Independent Financial Partners | Edmond, OK | Tampa, FL | SEC-registered investment adviser |
| Institutional Shareholder Services Inc. | Norman, OK | Rockville, MD | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Edmond, OK | Dallas, TX | SEC-registered investment adviser |
| Integrity Financial Advisors, LLC | Edmond, OK | Woburn, MA | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Oklahoma City, OK | Charlotte, NC | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Oklahoma City, OK | Elmhurst, IL | SEC-registered investment adviser |
| Lexaurum Advisors | Oklahoma City, OK | Overland Park, KS | SEC-registered investment adviser |
| Lido | Oklahoma City, OK | Los Angeles, CA | SEC-registered investment adviser |
| Mariner | Oklahoma City, OK | Overland Park, KS | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Oklahoma City, OK | Denver, CO | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Norman, OK | Dallas, TX | SEC-registered investment adviser |
| MOTIV8 Investments LLC | Oklahoma City, OK | Port St Lucie, FL | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Edmond, OK | Rock Island, IL | SEC-registered investment adviser |
| Newedge Advisors | Norman, OK | New Orleans, LA | SEC-registered investment adviser |
| Northwest Asset Management | Oklahoma City, OK | Mercer Island, WA | SEC-registered investment adviser |
| Orleans Capital Management Corp | Oklahoma City, OK | Mandeville, LA | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Oklahoma City, OK | Minneapolis, MN | SEC-registered investment adviser |
| Retirement and Wealth at Alliant, LLC | Oklahoma City, OK | Wayne, PA | SEC-registered investment adviser |
| Retirement Planners of America | Oklahoma City, OK | Plano, TX | SEC-registered investment adviser |
| RFG Advisory, LLC | Oklahoma City, OK | Vestavia Hills, AL | SEC-registered investment adviser |
| Rhodes Investment Advisors, Inc. | Edmond, OK | Fort Worth, TX | SEC-registered investment adviser |
| Sageoak Financial, LLC | Oklahoma City, OK | Tulsa, OK | SEC-registered investment adviser |
| Savant Wealth Management | Oklahoma City, OK | Rockford, IL | SEC-registered investment adviser |
| Saxony Capital Management, LLC | Edmond, OK | Saint Louis, MO | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Norman, OK | Akron, OH | SEC-registered investment adviser |
| SGL Financial, LLC | Norman, OK | Buffalo Grove, IL | SEC-registered investment adviser |
| Sowell Management | Norman, OK | North Little Rock, AR | SEC-registered investment adviser |
| Strategic Financial Concepts, LLC | Edmond, OK | San Antonio, TX | SEC-registered investment adviser |
| Stronghold Resource Partners | Oklahoma City, OK | Dallas, TX | SEC-registered investment adviser |
| Summit Financial, LLC | Edmond, OK | Parsippany, NJ | SEC-registered investment adviser |
| The Wealth Consulting Group | Edmond, OK | Las Vegas, NV | SEC-registered investment adviser |
| Thurston Springer Advisors | Oklahoma City, OK | Indianapolis, IN | SEC-registered investment adviser |
| Titleist Asset Management, LLC | Edmund, OK | San Antonio, TX | SEC-registered investment adviser |
| TLG Advisors, Inc. | Oklahoma City, OK | Summit, NJ | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Edmond, OK | Lawrence, KS | SEC-registered investment adviser |
| Uniting Wealth Partners | Oklahoma City, OK | Denver, CO | SEC-registered investment adviser |
| Venturi Private Wealth | Oklahoma City, OK | Boise, ID | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Edmond, OK | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Oklahoma City, OK | Aliso Viejo, CA | SEC-registered investment adviser |
| Westside Investment Management, LLC | Oklahoma City, OK | Santa Monica, CA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Oklahoma City, OK on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wealth Management Solutions | Oklahoma City, OK | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Oklahoma City, OK, headquartered elsewhere. https://advisorcensus.com/advisors/ok/oklahoma-city/branch-offices https://advisorcensus.com/advisors/ok/oklahoma-city/branch-offices