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Find Retirement Advisors for Retirement Planning in Oklahoma
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Oklahoma, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Oklahoma
Last Updated - March 26, 2025Oklahoma has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 81 non-vetted advisors in your local area. These retirement advisors in Oklahoma have an average of 17 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Oklahoma
VERIFIEDThomas "Casey" Loper
Cornerstone Wealth Management
Qualifications
CRD# 5199516
Firm CRD# 164666
Series 7, 63
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDAlain Verhille
CFP®, CPFA®
LPL Financial
Qualifications
CRD# 2887274
Firm CRD# 6413
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Oklahoma (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One Williams Center, 15th Floor Tulsa, OK, 74172-0172 | $11,569,058,289 | 2265 | 50 | A percentage of AUM |
| 2 | 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120 | $10,174,416,057 | 84 | 17 | A percentage of AUM, Fixed fees |
| 3 | 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114 | $6,272,435,135 | 6 | 17 | A percentage of AUM |
| 4 | 2222 South Utica Place, Suite 300 Tulsa, OK, 74114 | $5,501,719,930 | 6518 | 59 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 9108 N. Kelley Avenue, Oklahoma City, OK, 73131 | $5,015,687,471 | 10586 | 101 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ARRANGEMENT) |
| 6 | 7030 S Yale Ave, #810 Tulsa, OK, 74136 | $3,464,024,447 | 8 | 20 | A percentage of AUM, Performance Based |
| 7 | 122 Sw Frank Phillips Boulevard, Bartlesville, OK, 74003 | $2,887,295,468 | 24 | 16 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 124 N.W. 10th St, Oklahoma City, OK, 73103 | $1,831,472,226 | 1609 | 16 | A percentage of AUM |
| 9 | 499 W Sheridan Avenue, Suite 2250 Oklahoma City, OK, 73102 | $1,706,753,895 | 5 | 16 | A percentage of AUM, Performance Based |
| 10 | 944 W Wilshire Blvd, Oklahoma City, OK, 73116-4221 | $1,645,926,208 | 4 | 76 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF CERTAIN OPERATING EXPENSES) |
| 11 | 201 Robert S. Kerr, Suite 510, Oklahoma City, OK, 73102-4202 | $1,505,567,003 | 5627 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 2925 United Founders Blvd, Oklahoma City, OK, 73112 | $1,109,660,853 | 1335 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 2370 Nowata Place, Bartlesville, OK, 74006 | $1,019,033,329 | 8 | 10 | A percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS) |
| 14 | 2901 South Bryant Avenue, Edmond, OK, 73013 | $1,008,864,970 | 6173 | 14 | A percentage of AUM |
| 15 | 4727 Gaillardia Parkway, Suite 120 Oklahoma City, OK, 73142 | $931,104,788 | 2197 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Oklahoma
QualificationsFirm CRD# 110774
Assets Under Management $11,569,058,289
No. Of Clients2265
Clients Per Financial Advisor45
CAVANAL HILL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2265 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151197
Assets Under Management $10,174,416,057
No. Of Clients84
Clients Per Financial Advisor5
EXCHANGE TRADED CONCEPTS, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 299786
Assets Under Management $6,272,435,135
No. Of Clients6
Clients Per Financial Advisor0
CE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104643
Assets Under Management $5,501,719,930
No. Of Clients6518
Clients Per Financial Advisor110
CAPITAL ADVISORS, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6518 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 130475
Assets Under Management $5,015,687,471
No. Of Clients10586
Clients Per Financial Advisor105
EXENCIAL WEALTH ADVISORS is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10586 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REVENUE SHARING ARRANGEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (GENERAL CONSULTING)
QualificationsFirm CRD# 283878
Assets Under Management $3,464,024,447
No. Of Clients8
Clients Per Financial Advisor0
ARGONAUT PRIVATE CAPITAL, LP is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 111043
Assets Under Management $2,887,295,468
No. Of Clients24
Clients Per Financial Advisor2
KNIGHTSBRIDGE ADVISERS LLC is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 291368
Assets Under Management $1,831,472,226
No. Of Clients1609
Clients Per Financial Advisor101
FULL SAIL CAPITAL, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1609 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 173841
Assets Under Management $1,706,753,895
No. Of Clients5
Clients Per Financial Advisor0
CAPTION MANAGEMENT, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 226670
Assets Under Management $1,645,926,208
No. Of Clients4
Clients Per Financial Advisor0
WARWICK INVESTMENT GROUP, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF CERTAIN OPERATING EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 104511
Assets Under Management $1,505,567,003
No. Of Clients5627
Clients Per Financial Advisor512
TOM JOHNSON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5627 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 106316
Assets Under Management $1,109,660,853
No. Of Clients1335
Clients Per Financial Advisor67
RETIREMENT INVESTMENT ADVISORS INC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1335 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 115959
Assets Under Management $1,019,033,329
No. Of Clients8
Clients Per Financial Advisor1
SPUR CAPITAL PARTNERS is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 306480
Assets Under Management $1,008,864,970
No. Of Clients6173
Clients Per Financial Advisor441
FORGE FINANCIAL is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6173 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 313573
Assets Under Management $931,104,788
No. Of Clients2197
Clients Per Financial Advisor366
FOURPATH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $931M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2197 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Retirement Planners Near You
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