# Financial advisors in Oklahoma

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ok/page/4

## At a glance

- Investment advisory firms: 213
- Registration: SEC-registered investment adviser: 84, State-registered investment adviser: 105, Exempt reporting adviser: 24
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 62 (33%); Percentage of assets 176 (93%); Hourly charges 85 (45%); Fixed fees 102 (54%); Commissions 1 (1%); Performance-based fees 15 (8%); Other 32 (17%); No compensation arrangements reported 24
- Regulatory assets under management (Item 5.F): Under $25 million 54 (25%); $25 million to $100 million 42 (20%); $100 million to $500 million 46 (22%); $500 million to $1 billion 17 (8%); $1 billion to $5 billion 13 (6%); Over $5 billion 3 (1%); Not reported 38 (18%)
- Years registered: Under 5 years 94 (44%); 5 to 9 years 48 (23%); 10 to 19 years 39 (18%); 20 years or more 31 (15%); Not reported 1 (0%)

## Firms (page 4 of 5, 151 to 200 of 213, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Prescott Group Capital Management L.L.C.](https://advisorcensus.com/firm/prescott-group-capital-management-l-l-c-tulsa-ok-115220) ([md](https://advisorcensus.com/firm/prescott-group-capital-management-l-l-c-tulsa-ok-115220.md)) | 115220 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee |
| [R.J. Cloud Advisors & Company](https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371) ([md](https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371.md)) | 289371 | Bixby, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Realm Financial Planning](https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158) ([md](https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158.md)) | 334158 | Tulsa, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Redstone Wealth Management, LLC](https://advisorcensus.com/firm/redstone-wealth-management-llc-oklahoma-city-ok-311525) ([md](https://advisorcensus.com/firm/redstone-wealth-management-llc-oklahoma-city-ok-311525.md)) | 311525 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [Regent Wealth Management, Inc.](https://advisorcensus.com/firm/regent-wealth-management-inc-tulsa-ok-150197) ([md](https://advisorcensus.com/firm/regent-wealth-management-inc-tulsa-ok-150197.md)) | 150197 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Relation Wealth Management, Inc.](https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961) ([md](https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961.md)) | 329961 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Render Financial, LLC](https://advisorcensus.com/firm/render-financial-llc-335983) ([md](https://advisorcensus.com/firm/render-financial-llc-335983.md)) | 335983 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Retirement Investment Advisors Inc](https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316) ([md](https://advisorcensus.com/firm/retirement-investment-advisors-inc-oklahoma-city-ok-106316.md)) | 106316 | Oklahoma City, OK | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Revo Financial, LLC](https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646) ([md](https://advisorcensus.com/firm/revo-financial-llc-bartlesville-ok-172646.md)) | 172646 | Bartlesville, OK | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Robert Stephen Capital Management LLC](https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588) ([md](https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588.md)) | 118588 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Rulicent](https://advisorcensus.com/firm/rulicent-edmond-ok-339865) ([md](https://advisorcensus.com/firm/rulicent-edmond-ok-339865.md)) | 339865 | Edmond, OK | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Safranek and Associates, LLC](https://advisorcensus.com/firm/safranek-and-associates-llc-147231) ([md](https://advisorcensus.com/firm/safranek-and-associates-llc-147231.md)) | 147231 | Not reported, Not reported | State-registered investment adviser | Not reported | 18 | % of assets, Hourly, Fixed fee |
| [Sage Portfolio Management LLC](https://advisorcensus.com/firm/sage-portfolio-management-llc-na-ok-153512) ([md](https://advisorcensus.com/firm/sage-portfolio-management-llc-na-ok-153512.md)) | 153512 | Na, OK | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Sageoak Financial, LLC](https://advisorcensus.com/firm/sageoak-financial-llc-tulsa-ok-166927) ([md](https://advisorcensus.com/firm/sageoak-financial-llc-tulsa-ok-166927.md)) | 166927 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |
| [Sandman Wealth Management](https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989) ([md](https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989.md)) | 338989 | Tulsa, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Schreier Financial, LLC](https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838) ([md](https://advisorcensus.com/firm/schreier-financial-llc-oklahoma-city-ok-148838.md)) | 148838 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Scissortail Wealth Management, LLC](https://advisorcensus.com/firm/scissortail-wealth-management-llc-tulsa-ok-297761) ([md](https://advisorcensus.com/firm/scissortail-wealth-management-llc-tulsa-ok-297761.md)) | 297761 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Serac Venture Management LLC](https://advisorcensus.com/firm/serac-venture-management-llc-oklahoma-city-ok-334450) ([md](https://advisorcensus.com/firm/serac-venture-management-llc-oklahoma-city-ok-334450.md)) | 334450 | Oklahoma City, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Seraph Capital Associates, LLC](https://advisorcensus.com/firm/seraph-capital-associates-llc-bartlesville-ok-165754) ([md](https://advisorcensus.com/firm/seraph-capital-associates-llc-bartlesville-ok-165754.md)) | 165754 | Bartlesville, OK | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Servant Wealth Management, LLC](https://advisorcensus.com/firm/servant-wealth-management-llc-328932) ([md](https://advisorcensus.com/firm/servant-wealth-management-llc-328932.md)) | 328932 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Servo Wealth Management LLC](https://advisorcensus.com/firm/servo-wealth-management-llc-oklahoma-city-ok-159367) ([md](https://advisorcensus.com/firm/servo-wealth-management-llc-oklahoma-city-ok-159367.md)) | 159367 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Signal Research Group LLC](https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392) ([md](https://advisorcensus.com/firm/signal-research-group-llc-edmond-ok-166392.md)) | 166392 | Edmond, OK | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Soard Financial Management, LLC](https://advisorcensus.com/firm/soard-financial-management-llc-edmond-ok-156392) ([md](https://advisorcensus.com/firm/soard-financial-management-llc-edmond-ok-156392.md)) | 156392 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Other |
| [Stagner Financial Advisory](https://advisorcensus.com/firm/stagner-financial-advisory-edmond-ok-284305) ([md](https://advisorcensus.com/firm/stagner-financial-advisory-edmond-ok-284305.md)) | 284305 | Edmond, OK | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Step by Step Financial, LLC](https://advisorcensus.com/firm/step-by-step-financial-llc-tulsa-ok-146345) ([md](https://advisorcensus.com/firm/step-by-step-financial-llc-tulsa-ok-146345.md)) | 146345 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Stephen L. Smith Corporation](https://advisorcensus.com/firm/stephen-l-smith-corporation-jenks-ok-116459) ([md](https://advisorcensus.com/firm/stephen-l-smith-corporation-jenks-ok-116459.md)) | 116459 | Jenks, OK | State-registered investment adviser | Not reported | 31 | % of assets |
| [Stillwater Financial](https://advisorcensus.com/firm/stillwater-financial-stillwater-ok-311084) ([md](https://advisorcensus.com/firm/stillwater-financial-stillwater-ok-311084.md)) | 311084 | Stillwater, OK | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Stone Fox Capital Advisors, LLC](https://advisorcensus.com/firm/stone-fox-capital-advisors-llc-156113) ([md](https://advisorcensus.com/firm/stone-fox-capital-advisors-llc-156113.md)) | 156113 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Summit Wealth Group, LLC](https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118) ([md](https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118.md)) | 166118 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Sustainable Advisors Alliance LLC](https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061) ([md](https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061.md)) | 312061 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Sutterfield Financial Group, Inc.](https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652) ([md](https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652.md)) | 115652 | Bartlesville, OK | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Sweeney Asset Management, LLC](https://advisorcensus.com/firm/sweeney-asset-management-llc-oklahoma-city-ok-138312) ([md](https://advisorcensus.com/firm/sweeney-asset-management-llc-oklahoma-city-ok-138312.md)) | 138312 | Oklahoma City, OK | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Other |
| [TAO Private Wealth, LLC](https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979) ([md](https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979.md)) | 340979 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [The Advisory Resource Group, LLC](https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110) ([md](https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110.md)) | 290110 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [The Baker Group, LP](https://advisorcensus.com/firm/the-baker-group-lp-oklahoma-city-ok-7888) ([md](https://advisorcensus.com/firm/the-baker-group-lp-oklahoma-city-ok-7888.md)) | 7888 | Oklahoma City, OK | State-registered investment adviser | Not reported | 43 | Other |
| [The Buffalo Financial Group LLC](https://advisorcensus.com/firm/the-buffalo-financial-group-llc-330684) ([md](https://advisorcensus.com/firm/the-buffalo-financial-group-llc-330684.md)) | 330684 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [The Legacy Financial Group, Inc.](https://advisorcensus.com/firm/the-legacy-financial-group-inc-tulsa-ok-135059) ([md](https://advisorcensus.com/firm/the-legacy-financial-group-inc-tulsa-ok-135059.md)) | 135059 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee |
| [Tines Capital, LLC](https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650) ([md](https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650.md)) | 309650 | Tulsa, OK | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [TOM Johnson Investment Management, LLC](https://advisorcensus.com/firm/tom-johnson-investment-management-llc-oklahoma-city-ok-104511) ([md](https://advisorcensus.com/firm/tom-johnson-investment-management-llc-oklahoma-city-ok-104511.md)) | 104511 | Oklahoma City, OK | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Hourly, Fixed fee |
| [Trac Wealth Management, Inc](https://advisorcensus.com/firm/trac-wealth-management-inc-norman-ok-281128) ([md](https://advisorcensus.com/firm/trac-wealth-management-inc-norman-ok-281128.md)) | 281128 | Norman, OK | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Transcendent Capital Group](https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872) ([md](https://advisorcensus.com/firm/transcendent-capital-group-edmond-ok-316872.md)) | 316872 | Edmond, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Trilogy Financial Solutions](https://advisorcensus.com/firm/trilogy-financial-solutions-oklahoma-city-ok-168104) ([md](https://advisorcensus.com/firm/trilogy-financial-solutions-oklahoma-city-ok-168104.md)) | 168104 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Trinity Strategic Wealth](https://advisorcensus.com/firm/trinity-strategic-wealth-tulsa-ok-337956) ([md](https://advisorcensus.com/firm/trinity-strategic-wealth-tulsa-ok-337956.md)) | 337956 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee |
| [Triton Financial Group, Inc](https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294) ([md](https://advisorcensus.com/firm/triton-financial-group-inc-oklahoma-city-ok-309294.md)) | 309294 | Oklahoma City, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Triunity Financial Planning, LLC](https://advisorcensus.com/firm/triunity-financial-planning-llc-327252) ([md](https://advisorcensus.com/firm/triunity-financial-planning-llc-327252.md)) | 327252 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Turrentine Financial Services LLC](https://advisorcensus.com/firm/turrentine-financial-services-llc-stigler-ok-324448) ([md](https://advisorcensus.com/firm/turrentine-financial-services-llc-stigler-ok-324448.md)) | 324448 | Stigler, OK | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Uisonet](https://advisorcensus.com/firm/uisonet-313473) ([md](https://advisorcensus.com/firm/uisonet-313473.md)) | 313473 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Vault Wealth](https://advisorcensus.com/firm/vault-wealth-oklahoma-city-ok-288541) ([md](https://advisorcensus.com/firm/vault-wealth-oklahoma-city-ok-288541.md)) | 288541 | Oklahoma City, OK | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Victorum Capital Management, LLC](https://advisorcensus.com/firm/victorum-capital-management-llc-oklahoma-city-ok-322199) ([md](https://advisorcensus.com/firm/victorum-capital-management-llc-oklahoma-city-ok-322199.md)) | 322199 | Oklahoma City, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Virentes Capital Management LLC](https://advisorcensus.com/firm/virentes-capital-management-llc-oklahoma-city-ok-335602) ([md](https://advisorcensus.com/firm/virentes-capital-management-llc-oklahoma-city-ok-335602.md)) | 335602 | Oklahoma City, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |

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## Questions people ask

**How many financial advisory firms are there in Oklahoma?**
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.

**How many fee-only financial advisors are in Oklahoma?**
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.

**How many financial advisors in Oklahoma offer financial planning?**
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.

**Are the financial advisors in Oklahoma fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok) (https://advisorcensus.com/advisors/ok.md)
- [Fee-only financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok/fee-only) (https://advisorcensus.com/advisors/ok/fee-only.md)
- [Flat-fee financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok/flat-fee) (https://advisorcensus.com/advisors/ok/flat-fee.md)
- [Hourly financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok/hourly) (https://advisorcensus.com/advisors/ok/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ok.csv

Cite as: AdvisorCensus. Financial advisors in Oklahoma: 213 firms from Form ADV filings as of October 2026.