AdvisorCensus / Financial advisors / Oklahoma / Oklahoma City, OK / Charles Schwab
Financial advisors in Oklahoma City, OK using Charles Schwab
16 SEC-registered investment advisory firms headquartered in the Oklahoma City, OK metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adaptation Financial Advisors Inc. | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| Asset Management Advisors, LLC | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| Castlepoint Wealth Advisors | Oklahoma City | SEC-registered investment adviser | $500 million to $1 billion |
| Comprehensive Financial Planning Inc | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| G. Dewayne McAnally | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| JM2 Capital Inc. | Edmond | SEC-registered investment adviser | $100 million to $500 million |
| L&S Private Wealth, LLC | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| LIG Capital Management, LLC | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| McGuire Capital Advisors, Inc. | Bethany | SEC-registered investment adviser | $100 million to $500 million |
| Perissos Private Wealth Management | Bethany | SEC-registered investment adviser | $100 million to $500 million |
| Plan Group Financial, Inc. | Oklahoma City | SEC-registered investment adviser | $500 million to $1 billion |
| Redstone Wealth Management, LLC | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| Servo Wealth Management LLC | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| TOM Johnson Investment Management, LLC | Oklahoma City | SEC-registered investment adviser | $1 billion to $5 billion |
| Triton Financial Group, Inc | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
| Windle Wealth | Oklahoma City | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Oklahoma City, OK using Charles Schwab. https://advisorcensus.com/advisors/ok/oklahoma-city/custodians/charles-schwab https://advisorcensus.com/advisors/ok/oklahoma-city/custodians/charles-schwab