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, formally registered with the SEC as . The firm was established in Today at 3:45 AM. They have over NaN offices throughout the country.

is a , based Financial Planning firm with nearly assets under management, offering retirement planning & investment advisory services to clients. The firm is staffed with experienced financial planners.

Firm Information

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Assets Managed by Firm
No. of Clients
No. of Advisors

Firm Client Information

	No. of Clients	AUM

More Retirement Planning firms in , :

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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