Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 can 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 - January 7, 2025Oklahoma has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 79 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
VERIFIED Qualifications
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 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172 | $9,643,156,437 | 2223 | 49 | A Percentage of AUM |
| 2 | EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120 | $5,687,316,000 | 61 | 9 | A Percentage of AUM, Fixed Fees |
| 3 | CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114 | $5,373,195,683 | 5 | 17 | A Percentage of AUM |
| 4 | CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114 | $4,258,161,897 | 2625 | 59 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue, Oklahoma City, OK, 73131 | $3,769,638,990 | 4629 | 114 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING ARRANGEMENT) |
| 6 | KNIGHTSBRIDGE ADVISERS LLC 122 Sw Frank Phillips Boulevard, Bartlesville, OK, 74003 | $2,969,019,147 | 22 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136 | $2,852,439,064 | 8 | 23 | A Percentage of AUM, Performance Based |
| 8 | WARWICK INVESTMENT GROUP, LLC 2802 West Country Club Drive, Oklahoma City, OK, 73116-4221 | $1,694,357,793 | 4 | 70 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF CERTAIN OPERATING EXPENSES) |
| 9 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC 201 Robert S. Kerr, Suite 510, Oklahoma City, OK, 73102-4202 | $1,519,426,903 | 5573 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | FULL SAIL CAPITAL, LLC 124 N.W. 10th St, Oklahoma City, OK, 73103 | $1,476,786,387 | 1413 | 15 | A Percentage of AUM |
| 11 | CAPTION MANAGEMENT, LLC 499 W Sheridan Avenue, Suite 2250 Oklahoma City, OK, 73102 | $1,151,045,152 | 5 | 14 | A Percentage of AUM, Performance Based |
| 12 | SPUR CAPITAL PARTNERS 2370 Nowata Place, Bartlesville, OK, 74006 | $1,111,107,399 | 8 | 10 | A Percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS) |
| 13 | RETIREMENT INVESTMENT ADVISORS INC 2925 United Founders Blvd, Oklahoma City, OK, 73112 | $929,851,235 | 1324 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | SHAW FINANCIAL SERVICES 2901 South Bryant Avenue, Edmond, OK, 73013 | $854,028,314 | 5789 | 13 | A Percentage of AUM |
| 15 | BRIDGECREEK INVESTMENT MANAGEMENT, LLC 4521 East 91st Street, Suite 300, Tulsa, OK, 74137 | $800,000,000 | 60 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Oklahoma
QualificationsFirm CRD# 110774
Assets Under Management $9,643,156,437
No. Of Clients2223
Clients Per Financial Advisor45
CAVANAL HILL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2223 clients. The team consists of 49 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 151197
Assets Under Management $5,687,316,000
No. Of Clients61
Clients Per Financial Advisor7
EXCHANGE TRADED CONCEPTS, 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 61 clients. The team consists of 9 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 299786
Assets Under Management $5,373,195,683
No. Of Clients5
Clients Per Financial Advisor0
CE INVESTMENT MANAGEMENT, LLC 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 5 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 Business
- Selection of Other Advisors
QualificationsFirm CRD# 104643
Assets Under Management $4,258,161,897
No. Of Clients2625
Clients Per Financial Advisor44
CAPITAL ADVISORS, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2625 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 130475
Assets Under Management $3,769,638,990
No. Of Clients4629
Clients Per Financial Advisor41
EXENCIAL WEALTH ADVISORS is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4629 clients. The team consists of 114 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111043
Assets Under Management $2,969,019,147
No. Of Clients22
Clients Per Financial Advisor1
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 22 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
QualificationsFirm CRD# 283878
Assets Under Management $2,852,439,064
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 23 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
QualificationsFirm CRD# 226670
Assets Under Management $1,694,357,793
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 70 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
QualificationsFirm CRD# 104511
Assets Under Management $1,519,426,903
No. Of Clients5573
Clients Per Financial Advisor507
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 5573 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 291368
Assets Under Management $1,476,786,387
No. Of Clients1413
Clients Per Financial Advisor94
FULL SAIL CAPITAL, LLC 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 1413 clients. The team consists of 15 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 173841
Assets Under Management $1,151,045,152
No. Of Clients5
Clients Per Financial Advisor0
CAPTION MANAGEMENT, LLC 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 5 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 115959
Assets Under Management $1,111,107,399
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
QualificationsFirm CRD# 106316
Assets Under Management $929,851,235
No. Of Clients1324
Clients Per Financial Advisor66
RETIREMENT INVESTMENT ADVISORS INC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $930M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1324 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 306480
Assets Under Management $854,028,314
No. Of Clients5789
Clients Per Financial Advisor445
SHAW FINANCIAL SERVICES is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5789 clients. The team consists of 13 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
- Selection of Other Advisors
QualificationsFirm CRD# 132519
Assets Under Management $800,000,000
No. Of Clients60
Clients Per Financial Advisor20
BRIDGECREEK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 3 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
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.