Top 10 Advisor Firms in Oklahoma by AUM
The largest public advisor firms headquartered in Oklahoma, ranked by reported assets under management.
Oklahoma
| # | Firm | AUM |
|---|---|---|
| 1 | CAPITAL ADVISORS, INC. Tulsa, OK | $7.4B |
| 2 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC Oklahoma City, OK | $1.6B |
| 3 | TRINITY STRATEGIC WEALTH Tulsa, OK | $1.5B |
| 4 | RETIREMENT INVESTMENT ADVISORS INC Oklahoma City, OK | $1.5B |
| 5 | FORGE FINANCIAL Edmond, OK | $1.5B |
| 6 | GIBRALTAR CAPITAL MANAGEMENT, INC. Tulsa, OK | $1.3B |
| 7 | ALLEGIANT WEALTH ADVISORS, LLC Tulsa, OK | $1.2B |
| 8 | FOURPATH CAPITAL MANAGEMENT, LLC Oklahoma City, OK | $1.1B |
| 9 | BOK FINANCIAL SECURITIES, INC. Tulsa, OK | $1.1B |
| 10 | THE ADVISORY RESOURCE GROUP, LLC Tulsa, OK | $926.6M |