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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 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 registration checks. 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.
Finding the Best Retirement Planners in Oklahoma City, Oklahoma
Last Updated - April 25, 2025Oklahoma City has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These retirement advisors in Oklahoma City, Oklahoma have an average of 0 years of experience.
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List of Qualified Retirement Planning Advisors in Oklahoma City, Oklahoma
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120 | $10,174,416,057 | 84 | 17 | A percentage of AUM, Fixed fees |
| 2 | 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114 | $6,272,435,135 | 6 | 17 | A percentage of AUM |
| 3 | 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) |
| 4 | 124 N.W. 10th St, Oklahoma City, OK, 73103 | $1,831,472,226 | 1609 | 16 | A percentage of AUM |
| 5 | 499 W Sheridan Avenue, Suite 2250 Oklahoma City, OK, 73102 | $1,706,753,895 | 5 | 16 | A percentage of AUM, Performance Based |
| 6 | 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) |
| 7 | 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 |
| 8 | 2925 United Founders Blvd, Oklahoma City, OK, 73112 | $1,109,660,853 | 1335 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 4727 Gaillardia Parkway, Suite 120 Oklahoma City, OK, 73142 | $931,104,788 | 2197 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 7308 N. Classen Blvd., Oklahoma City, OK, 73116 | $605,040,407 | 1009 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 621 N. Robinson Avenue, Suite 550 Oklahoma City, OK, 73102 | $574,127,168 | 9 | 16 | A percentage of AUM, Performance Based, Other (EBITDA FEE) |
| 12 | 5100 N Classen Boulevard, Suite 620 Oklahoma City, OK, 73118 | $562,737,100 | 11 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING) |
| 13 | 5601 North Classen Boulevard, Suite 101 Oklahoma City, OK, 73118 | $541,021,596 | 1601 | 9 | A percentage of AUM, Fixed fees |
| 14 | 1001 Nw 71st Street, Suite 4 Oklahoma City, OK, 73116 | $354,445,250 | 900 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 101 N.E. 82nd Street, Suite 200 Oklahoma City, OK, 73114 | $346,931,792 | 2568 | 24 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Oklahoma City, Oklahoma
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# 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# 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# 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
QualificationsFirm CRD# 205512
Assets Under Management $605,040,407
No. Of Clients1009
Clients Per Financial Advisor101
CASTLEPOINT WEALTH ADVISORS is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1009 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PREPARATION SERVICES)
QualificationsFirm CRD# 164499
Assets Under Management $574,127,168
No. Of Clients9
Clients Per Financial Advisor1
ACORN CAPITAL MANAGEMENT is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
- Other (EBITDA FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 108037
Assets Under Management $562,737,100
No. Of Clients11
Clients Per Financial Advisor1
INVESTRUST CONSULTING, LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $563M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING)
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT)
QualificationsFirm CRD# 286014
Assets Under Management $541,021,596
No. Of Clients1601
Clients Per Financial Advisor178
VISTA INVESTMENT PARTNERS LLC is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $541M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1601 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 307625
Assets Under Management $354,445,250
No. Of Clients900
Clients Per Financial Advisor225
MITCHELL & PAHL PRIVATE WEALTH is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 900 clients. The team consists of 4 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
- Selection for other advisors
QualificationsFirm CRD# 116508
Assets Under Management $346,931,792
No. Of Clients2568
Clients Per Financial Advisor107
PLAN GROUP FINANCIAL, INC. is a financial advisory firm situated in Oklahoma City, Oklahoma. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2568 clients. The team consists of 24 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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