{ "path": "/advisors/ok/oklahoma-city/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/ok/oklahoma-city/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Oklahoma City, OK", "filters": {}, "scope_total": 59, "faq": [ { "q": "Which financial advisors in Oklahoma City, OK work with high-net-worth individuals?", "a": "59 investment advisory firms with a principal office in the Oklahoma City metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Oklahoma City, OK?", "a": "AdvisorCensus lists 103 investment advisory firms with a principal office in the Oklahoma City metro area, from Form ADV filings as of October 2026: 37 SEC-registered, 49 state-registered, and 17 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 City, OK?", "a": "24 of the 103 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 City, OK offer financial planning?", "a": "52 of the 86 firms in Oklahoma City, OK 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 City, OK 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 24 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 59 investment advisory firms with a principal office in the Oklahoma City metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Oklahoma City has 103 investment advisory firms with a principal office in the metro area as of October 2026: 37 SEC-registered, 49 state-registered, and 17 exempt reporting advisers. 24 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 47 report under $100 million in regulatory assets under management. The metro area has 571,211 households, 51,480 of them with income of $200,000 or more, or 500 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Oklahoma City, OK: 59 firms from Form ADV filings as of October 2026.", "total_firms": 59, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 29, "state": 30, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 58 }, { "code": "hourly", "count": 30 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 33 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 9 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 15 }, { "code": "20_plus", "count": 10 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 14 }, { "code": "25m_100m", "count": 16 }, { "code": "100m_500m", "count": 21 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 0 } ], "firms": [ { "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": 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": 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": 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": 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": 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": 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": 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": 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": 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 }, { "crd_number": 293138, "name": "DBM Advisors, LLC", "name_as_filed": "DBM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dbm-advisors-llc-oklahoma-city-ok-293138", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297643, "name": "Epic Wealth Management, LLC", "name_as_filed": "EPIC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/epic-wealth-management-llc-oklahoma-city-ok-297643", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168497, "name": "Esoteric Wealth Partners LLC", "name_as_filed": "ESOTERIC WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/esoteric-wealth-partners-llc-edmond-ok-168497", "city": "Edmond", "state": "OK", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 105506, "name": "F.I.G. Financial Advisory Services, Inc.", "name_as_filed": "F.I.G. FINANCIAL ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/f-i-g-financial-advisory-services-inc-oklahoma-city-ok-105506", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338529, "name": "Flatlands Wealth LLC", "name_as_filed": "FLATLANDS WEALTH LLC", "url": "https://advisorcensus.com/firm/flatlands-wealth-llc-oklahoma-city-ok-338529", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306480, "name": "Forge Financial", "name_as_filed": "FORGE FINANCIAL", "url": "https://advisorcensus.com/firm/forge-financial-edmond-ok-306480", "city": "Edmond", "state": "OK", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313573, "name": "Fourpath Capital Management, LLC", "name_as_filed": "FOURPATH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fourpath-capital-management-llc-oklahoma-city-ok-313573", "city": "Oklahoma City", "state": "OK", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118511, "name": "G. Dewayne McAnally", "name_as_filed": "G. DEWAYNE MCANALLY", "url": "https://advisorcensus.com/firm/g-dewayne-mcanally-oklahoma-city-ok-118511", "city": "Oklahoma City", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145570, "name": "Hughes Warren, Inc.", "name_as_filed": "HUGHES WARREN, INC.", "url": "https://advisorcensus.com/firm/hughes-warren-inc-edmond-ok-145570", "city": "Edmond", "state": "OK", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128804, "name": "Integrated Planning Strategies, LLC", "name_as_filed": "INTEGRATED PLANNING STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/integrated-planning-strategies-llc-oklahoma-city-ok-128804", "city": "Oklahoma City", "state": "OK", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140739, "name": "Investment Strategies, LLC", "name_as_filed": "INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/investment-strategies-llc-oklahoma-city-ok-140739", "city": "Oklahoma City", "state": "OK", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 108037, "name": "Investrust Consulting, LLC", "name_as_filed": "INVESTRUST CONSULTING, LLC", "url": "https://advisorcensus.com/firm/investrust-consulting-llc-oklahoma-city-ok-108037", "city": "Oklahoma City", "state": "OK", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 292351, "name": "JM2 Capital Inc.", "name_as_filed": "JM2 CAPITAL INC.", "url": "https://advisorcensus.com/firm/jm2-capital-inc-edmond-ok-292351", "city": "Edmond", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121013, "name": "KRB and Associates, Inc", "name_as_filed": "KRB AND ASSOCIATES, INC", "url": "https://advisorcensus.com/firm/krb-and-associates-inc-oklahoma-city-ok-121013", "city": "Oklahoma City", "state": "OK", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151669, "name": "L & M Wealth Management and Retirement Solutions, LLC", "name_as_filed": "L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/l-and-m-wealth-management-and-retirement-solutions-llc-oklahoma-city-ok-151669", "city": "Oklahoma City", "state": "OK", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339946, "name": "L&S Private Wealth, LLC", "name_as_filed": "L&S PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/l-and-s-private-wealth-llc-oklahoma-city-ok-339946", "city": "Oklahoma City", "state": "OK", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116712, "name": "Leonard Investment Advisors Inc.", "name_as_filed": "LEONARD INVESTMENT ADVISORS INC.", "url": "https://advisorcensus.com/firm/leonard-investment-advisors-inc-oklahoma-city-ok-116712", "city": "Oklahoma City", "state": "OK", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130489, "name": "LIG Capital Management, LLC", "name_as_filed": "LIG CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lig-capital-management-llc-oklahoma-city-ok-130489", "city": "Oklahoma City", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161452, "name": "Main Street Investment Management", "name_as_filed": "MAIN STREET INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/main-street-investment-management-edmond-ok-161452", "city": "Edmond", "state": "OK", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164549, "name": "McGuire Capital Advisors, Inc.", "name_as_filed": "MCGUIRE CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mcguire-capital-advisors-inc-bethany-ok-164549", "city": "Bethany", "state": "OK", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113999, "name": "Merit Advisors, Inc.", "name_as_filed": "MERIT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/merit-advisors-inc-oklahoma-city-ok-113999", "city": "Oklahoma City", "state": "OK", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 316400, "name": "Michael Waters Investment Advisers LLC", "name_as_filed": "MICHAEL WATERS INVESTMENT ADVISERS LLC", "url": "https://advisorcensus.com/firm/michael-waters-investment-advisers-llc-oklahoma-city-ok-316400", "city": "Oklahoma City", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307625, "name": "Mitchell & Pahl Private Wealth", "name_as_filed": "MITCHELL & PAHL PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/mitchell-and-pahl-private-wealth-oklahoma-city-ok-307625", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 217514, "name": "Perissos Private Wealth Management", "name_as_filed": "PERISSOS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/perissos-private-wealth-management-bethany-ok-217514", "city": "Bethany", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166260, "name": "Pismo Pacific Financial Services, LLC", "name_as_filed": "PISMO PACIFIC FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/pismo-pacific-financial-services-llc-norman-ok-166260", "city": "Norman", "state": "OK", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116508, "name": "Plan Group Financial, Inc.", "name_as_filed": "PLAN GROUP FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/plan-group-financial-inc-oklahoma-city-ok-116508", "city": "Oklahoma City", "state": "OK", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311525, "name": "Redstone Wealth Management, LLC", "name_as_filed": "REDSTONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/redstone-wealth-management-llc-oklahoma-city-ok-311525", "city": "Oklahoma City", "state": "OK", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 106316, "name": "Retirement Investment Advisors Inc", "name_as_filed": "RETIREMENT INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316", "city": "Oklahoma City", "state": "OK", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153512, "name": "Sage Portfolio Management LLC", "name_as_filed": "SAGE PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sage-portfolio-management-llc-na-ok-153512", "city": "Na", "state": "OK", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159367, "name": "Servo Wealth Management LLC", "name_as_filed": "SERVO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/servo-wealth-management-llc-oklahoma-city-ok-159367", "city": "Oklahoma City", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166392, "name": "Signal Research Group LLC", "name_as_filed": "SIGNAL RESEARCH GROUP LLC", "url": "https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392", "city": "Edmond", "state": "OK", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 156392, "name": "Soard 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