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Find Retirement Advisors for Retirement Planning in Oklahoma City, Oklahoma
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Oklahoma City, Oklahoma (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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 |
| 2 | CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114 | $5,373,195,683 | 5 | 17 | A Percentage of AUM |
| 3 | 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) |
| 4 | 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) |
| 5 | 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 |
| 6 | FULL SAIL CAPITAL, LLC 124 N.W. 10th St, Oklahoma City, OK, 73103 | $1,476,786,387 | 1413 | 15 | A Percentage of AUM |
| 7 | 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 |
| 8 | 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 |
| 9 | VISTA INVESTMENT PARTNERS LLC 5601 North Classen Boulevard, Suite 101 Oklahoma City, OK, 73118 | $728,089,179 | 2648 | 11 | A Percentage of AUM, Fixed Fees |
| 10 | INVESTRUST CONSULTING, LLC 5100 N Classen Boulevard, Suite 600 Oklahoma City, OK, 73118 | $522,558,270 | 11 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING) |
| 11 | PHILLIPS CAPITAL ADVISORS, INC. 3401 Nw 63rd St. Ste 500, Oklahoma City, OK, 73116 | $514,657,338 | 646 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | ACORN GROWTH COMPANIES, LLC 621 N. Robinson Avenue, Suite 550 Oklahoma City, OK, 73102 | $496,782,115 | 10 | 12 | A Percentage of AUM, Performance Based, Other (EBITDA FEE) |
| 13 | REUTER JAMES WEALTH MANAGEMENT, LLC 5025 Gaillardia Corporate Pl, Suite C2 Oklahoma City, OK, 73142 | $445,030,764 | 1384 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | ALIGN WEALTH MANAGEMENT, LLC 13921 Quail Pointe Drive, Oklahoma City, OK, 73134 | $415,407,000 | 991 | 5 | A Percentage of AUM, Fixed Fees |
| 15 | CASTLEPOINT WEALTH ADVISORS 7308 N. Classen Blvd., Oklahoma City, OK, 73116 | $326,698,065 | 227 | 10 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Oklahoma City, Oklahoma
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# 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# 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# 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# 286014
Assets Under Management $728,089,179
No. Of Clients2648
Clients Per Financial Advisor241
VISTA INVESTMENT PARTNERS LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $728M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2648 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 108037
Assets Under Management $522,558,270
No. Of Clients11
Clients Per Financial Advisor1
INVESTRUST CONSULTING, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $523M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
- Hourly charges
- Fixed Fees
- Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING)
Financial Planning Services
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 115758
Assets Under Management $514,657,338
No. Of Clients646
Clients Per Financial Advisor38
PHILLIPS CAPITAL ADVISORS, INC. is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 646 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
- 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# 164499
Assets Under Management $496,782,115
No. Of Clients10
Clients Per Financial Advisor1
ACORN GROWTH COMPANIES, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (EBITDA FEE)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 313573
Assets Under Management $445,030,764
No. Of Clients1384
Clients Per Financial Advisor461
REUTER JAMES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $445M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1384 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 131482
Assets Under Management $415,407,000
No. Of Clients991
Clients Per Financial Advisor198
ALIGN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 991 clients. The team consists of 5 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
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 205512
Assets Under Management $326,698,065
No. Of Clients227
Clients Per Financial Advisor23
CASTLEPOINT WEALTH ADVISORS is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
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