Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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