Areas served: Oklahoma City, OK and surrounding Oklahoma County, including Edmond, Moore, Norman, and Midwest City
Oklahoma City's financial advisory landscape includes over 400 registered investment advisors and broker-dealers serving individuals, families, and businesses across the metro area. The local market features a mix of national wirehouses concentrated in the downtown financial district, independent registered investment advisors (RIAs) throughout Edmond and North Oklahoma City, and fee-only fiduciary planners serving specific client segments. This directory provides detailed profiles of financial advisors across Oklahoma City, evaluated on credentials (CFP®, CFA, ChFC), compensation models (fee-only, fee-based, commission), minimum asset requirements, and specializations including retirement planning, estate planning, tax strategy, and business succession planning.
Slate River Financial is an independent financial advisory firm based in Edmond, Oklahoma, specializing in comprehensive wealth management and financial planning for individuals and families. The team provides personalized investment strategies, retirement planning, and financial guidance designed to help clients build and preserve wealth. With a focus on transparent, client-centered service, Slate River Financial offers fee-based advisory relationships to ensure alignment with clients' financial goals.
Staton Financial Group Inc. is an independent financial advisory firm in Oklahoma City specializing in retirement income planning and wealth management. They help clients develop comprehensive retirement strategies covering income generation, asset protection, tax efficiency, and long-term care planning. Their services include retirement income strategies, wealth management, annuities, IRA/401(k) rollovers, life insurance, Medicare planning, and legacy planning—with a focus on translating retirement goals into actionable plans and monitoring them throughout retirement.
Heartland Wealth Management is an independent financial advisory firm serving Norman and the surrounding Oklahoma region. They provide comprehensive wealth management services including retirement planning, investment management, and personalized financial strategies tailored to individual client goals. The team is committed to fiduciary-based advice and building long-term relationships with clients.
Main Street Advisors is an independent financial advisory firm in Edmond serving families, corporate professionals, and individuals across all life stages. They offer comprehensive financial planning, investment management, insurance products, Medicare services, estate planning, tax strategy, mortgage services, real estate guidance, and high-net-worth services through their proprietary Prosperity Blueprint® process. Founded on principles of honesty and transparency, the team emphasizes personalized financial strategies tailored to each client's unique goals rather than one-size-fits-all approaches.
ChappelWood Financial Services is an independent registered investment advisor in Edmond focused on personalized wealth management and financial planning. Founded on the principle that money is a tool to help clients achieve their life dreams, the firm serves as a fiduciary held to the industry's highest standard of care. They specialize in comprehensive financial strategies tailored to each client's unique goals and values, not just asset management.
Vault Wealth Strategies is a registered investment adviser in Oklahoma City offering comprehensive financial planning and wealth management services. Founded by Luke Milholland in 2017, the firm serves individuals, families, and business owners through integrated services including financial planning (Vault Plan™), investment management (Vault Invest™), estate planning coordination (Vault Estate™), real estate services (Vault Realty), tax strategy, and family office solutions. They specialize in helping clients achieve financial freedom by coordinating all aspects of wealth—investments, taxes, estate plans, and real estate—into one cohesive strategy.
Castlepoint Wealth Advisors is an independent financial advisory firm based in Oklahoma City offering comprehensive wealth management, investment management, retirement planning, and financial strategy services. Led by experienced advisors, they focus on personalized financial planning for individuals and families seeking to grow and protect their wealth.
Mike Cunningham Investments is an independent financial advisory firm serving Oklahoma City and the surrounding region. They provide personalized investment management and financial planning services to help clients build and protect their wealth. With a focus on client relationships and tailored strategies, they work directly with individuals to navigate investment decisions and long-term financial goals.
Auric Road Wealth Management, part of Conservant Financial, provides comprehensive financial advisory and wealth management services to Oklahoma City residents and the surrounding region. The firm specializes in helping clients build, grow, and protect their wealth through personalized investment strategies, retirement planning, and financial consulting. With a focus on understanding each client's unique goals and circumstances, they deliver tailored solutions designed to help families and individuals achieve long-term financial success.
Sigmon Wealth Management is an independent financial advisory firm serving Norman and the greater Oklahoma City area. They provide comprehensive wealth management, investment planning, and financial consulting services to help clients build and preserve their wealth. With a focus on personalized service and long-term financial strategy, they work with individuals to develop customized financial plans tailored to their specific goals and circumstances.
Retirement Investment Advisors specializes in helping clients plan and manage their retirement savings and investments. Based in Oklahoma City, they provide personalized financial guidance to help individuals navigate retirement planning, investment strategy, and wealth management. Their focus on retirement-specific planning makes them a dedicated resource for those approaching or in their retirement years.
Edelman Financial Engines is a financial advisory firm serving Oklahoma City and the surrounding region. They provide comprehensive financial planning and investment management services to help clients build and protect their wealth. With a focus on personalized guidance, they work with individuals to develop strategies aligned with their financial goals.
Credent Wealth Management is an independent financial advisory firm serving Oklahoma City and the surrounding region. They provide comprehensive wealth management services including financial planning, investment management, and retirement strategy tailored to individual client needs. Their team focuses on building long-term relationships and helping clients achieve their financial goals through personalized guidance.
Hilltop Securities Inc. is an investment and financial services firm based in Oklahoma City, serving clients throughout Oklahoma with comprehensive wealth management and securities trading solutions. The firm specializes in helping individuals and businesses manage their investments, plan for retirement, and navigate complex financial decisions with personalized guidance from experienced advisors.
Distinct Wealth Management is an independent financial advisory firm in Oklahoma City offering comprehensive wealth management, investment management, and financial planning services. They work with individuals and families to build and preserve wealth through personalized strategies tailored to each client's unique goals and circumstances.
Edward Jones financial advisor John Lee, AAMS®, provides personalized financial planning and investment management services to individuals and families in Oklahoma City. With credentials in financial advisory, John Lee helps clients develop strategies for retirement planning, investment portfolio management, and long-term wealth building. Edward Jones is known for its one-on-one advisory approach and commitment to understanding each client's unique financial goals.
Oath Planning is a wealth management and financial advisory firm serving Oklahoma City and the surrounding region. They provide comprehensive financial planning services including retirement planning, investment management, and personalized wealth strategies tailored to individual clients' goals. With a focus on fiduciary standards and client-centered advice, Oath Planning helps families and individuals build and protect their financial futures.
Arrow Investment Management is a financial advisory firm based in Oklahoma City specializing in investment management and personalized wealth planning. The team works with clients to develop comprehensive financial strategies tailored to individual goals and circumstances. They focus on helping clients make informed investment decisions and build long-term financial security.
D M Wealth Management Inc is a financial advisory firm located in Norman, Oklahoma, serving clients seeking comprehensive wealth management and financial planning services. The firm specializes in helping individuals and families build and preserve wealth through personalized financial strategies tailored to their unique goals and circumstances. With a focus on professional consultation and client-centered service, D M Wealth Management provides guidance on investment management, retirement planning, and overall financial decision-making.
Mariner is a wealth advisory firm serving Oklahoma City and surrounding areas with comprehensive financial planning and investment management services. Their team of financial advisors works with clients to develop personalized strategies for wealth accumulation, preservation, and distribution across all life stages. They combine fiduciary-standard advice with a consultative approach to help clients achieve their long-term financial goals.
Vista Investment Partners is a financial advisory firm in Oklahoma City offering personalized investment management and financial planning services. They work with individuals and families to develop comprehensive financial strategies tailored to their long-term goals. Their team provides guidance on portfolio management, retirement planning, and wealth building.
Epic Wealth Management is an Oklahoma City-based financial advisory firm serving clients seeking personalized wealth planning and investment management. The team works with individuals and families to develop comprehensive financial strategies tailored to their specific goals and circumstances. They focus on building long-term wealth through strategic planning and ongoing portfolio management.
OKC Investment Advisors is an independent financial advisory firm serving Oklahoma City and the surrounding area. They provide personalized investment management and financial planning services to help clients build and protect their wealth. Based in Oklahoma City, they work directly with individuals and families to develop customized investment strategies aligned with their long-term financial goals.
Redstone Wealth Management is an independent financial advisory firm serving Oklahoma City and the surrounding region. They provide comprehensive wealth management services including financial planning, investment management, and retirement strategies tailored to individual clients' goals. The firm focuses on delivering personalized service and fiduciary-standard advice to help clients build and preserve wealth.
Merrill Lynch Wealth Management in Oklahoma City provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth management division, they combine institutional resources with personalized service to help clients build and preserve wealth across various life stages and financial goals.
Investrust Wealth Management is an independent wealth management firm in Oklahoma City offering comprehensive financial planning, investment management, and retirement strategies. The team works with clients to build customized portfolios and long-term financial plans designed around individual goals and values.
Infinity Capital Partners is a financial advisory firm based in Oklahoma City specializing in wealth management, investment strategy, and financial planning for individuals and businesses. The firm focuses on helping clients build and preserve wealth through personalized investment management and comprehensive financial guidance tailored to their specific goals and circumstances.
Wealth Management Group, LLC is a financial advisory firm based in Oklahoma City that helps clients build and protect their wealth through personalized planning and investment strategies. The team works with individuals and families to develop comprehensive financial plans aligned with their long-term goals.
Northwestern Mutual is a financial services company offering comprehensive financial planning, life insurance, investment management, and retirement planning solutions. Their Oklahoma City office serves individuals and families looking to build and protect their financial futures through personalized wealth strategies and insurance products.
Exencial Wealth Advisors is an independent financial advisory firm serving Oklahoma City and the surrounding region. They provide comprehensive wealth management, financial planning, and investment services tailored to help clients build and preserve wealth. The firm focuses on personalized strategies for individual investors seeking professional guidance on their financial futures.
Morgan Stanley Financial Advisors in Oklahoma City provides comprehensive financial planning and investment management services to individuals and families. As part of the globally recognized Morgan Stanley wealth management platform, their advisors offer personalized strategies covering retirement planning, investment portfolios, and financial goal-setting. They serve clients seeking professional guidance from an established, full-service financial institution.
Wells Fargo Advisors is a financial advisory firm located in Oklahoma City that provides comprehensive investment management, retirement planning, and wealth management services. As part of the Wells Fargo enterprise, they offer personalized financial guidance to help clients build and preserve wealth through diversified investment strategies and personalized financial planning.
Mercer Advisors Oklahoma City is an independent financial advisory firm serving individuals and families throughout the Oklahoma City area. They provide comprehensive financial planning, investment management, and wealth advisory services designed to help clients build and preserve wealth. The firm takes a personalized approach to understanding each client's unique financial goals and circumstances.
Berry Financial Advisors, affiliated with Raymond James, provides comprehensive financial advisory services to Oklahoma City clients. Led by experienced advisors, the firm offers personalized wealth management, investment planning, and financial guidance tailored to individual client goals and circumstances.
RJ Paquet is a financial advisor with RBC Wealth Management, offering comprehensive wealth management and financial planning services to Oklahoma City clients. As part of RBC's established platform, he provides personalized investment management, retirement planning, and financial strategy tailored to individual client goals and circumstances.
Slate River Financial is the top-ranked financial advisor in Oklahoma City with a Lantern Score of 85.24/100 and a 5-star rating from 193 reviews. Based in Edmond, they specialize in comprehensive wealth management and financial planning for individuals, families, pre-retirees, retirees, and business owners planning succession.
Staton Financial Group Inc. (Lantern Score: 84.98/100) specializes in retirement income planning and is ideal for pre-retirees, retirees, and those planning IRA/401(k) rollovers. Retirement Investment Advisors (Lantern Score: 72.77/100) also focuses specifically on retirement savings, investment management, and retirement income planning for clients in Oklahoma City.
ChappelWood Financial Services (Lantern Score: 78.61/100) and Vault Wealth Strategies (Lantern Score: 76.53/100) both specialize in high-net-worth clients. Vault Wealth Strategies particularly excels with complex financial situations including integrated tax, estate planning, and real estate wealth building for entrepreneurs and wealthy families.
Heartland Wealth Management (Lantern Score: 80.65/100) and Main Street Advisors (Lantern Score: 78.99/100) both work with business owners and executives. Main Street Advisors specifically serves corporate professionals managing complex wealth, while Heartland serves business owners alongside retirees and high-net-worth individuals.
None of the 35 financial advisors in Oklahoma City are open on weekends. All firms operate on standard business hours, so weekend consultations are not available.
Slate River Financial has the most client reviews with 193 five-star reviews and a Lantern Score of 85.24/100, making it both the top-ranked and most reviewed financial advisor in the Oklahoma City area.