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Find Retirement Advisors for Retirement Planning in Weatherford, 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.

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Top 15 Retirement Planning firms in Weatherford, Oklahoma (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
One Williams Center, 15th Floor
Tulsa, OK, 74172-0172
$9,643,156,437222349
A Percentage of AUM
2
EXCHANGE TRADED CONCEPTS, LLC
10900 Hefner Pointe Drive, Suite 400
Oklahoma City, OK, 73120
$5,687,316,000619
A Percentage of AUM, Fixed Fees
3
CE INVESTMENT MANAGEMENT, LLC
9000 Cameron Parkway, 11th Floor
Oklahoma City, OK, 73114
$5,373,195,683517
A Percentage of AUM
4
CAPITAL ADVISORS, INC.
2222 South Utica Place, Suite 300
Tulsa, OK, 74114
$4,258,161,897262559
A Percentage of AUM, Hourly charges, Fixed Fees
5
EXENCIAL WEALTH ADVISORS
9108 N. Kelley Avenue,
Oklahoma City, OK, 73131
$3,769,638,9904629114
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING ARRANGEMENT)
6
KNIGHTSBRIDGE ADVISERS LLC
122 Sw Frank Phillips Boulevard,
Bartlesville, OK, 74003
$2,969,019,1472216
A Percentage of AUM, Fixed Fees, Performance Based
7
ARGONAUT PRIVATE CAPITAL, LP
7030 S Yale Ave, #810
Tulsa, OK, 74136
$2,852,439,064823
A Percentage of AUM, Performance Based
8
WARWICK INVESTMENT GROUP, LLC
2802 West Country Club Drive,
Oklahoma City, OK, 73116-4221
$1,694,357,793470
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
$1,519,426,903557311
A Percentage of AUM, Hourly charges, Fixed Fees
10
FULL SAIL CAPITAL, LLC
124 N.W. 10th St,
Oklahoma City, OK, 73103
$1,476,786,387141315
A Percentage of AUM
11
CAPTION MANAGEMENT, LLC
499 W Sheridan Avenue, Suite 2250
Oklahoma City, OK, 73102
$1,151,045,152514
A Percentage of AUM, Performance Based
12
SPUR CAPITAL PARTNERS
2370 Nowata Place,
Bartlesville, OK, 74006
$1,111,107,399810
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
$929,851,235132420
A Percentage of AUM, Hourly charges, Fixed Fees
14
SHAW FINANCIAL SERVICES
2901 South Bryant Avenue,
Edmond, OK, 73013
$854,028,314578913
A Percentage of AUM
15
BRIDGECREEK INVESTMENT MANAGEMENT, LLC
4521 East 91st Street, Suite 300,
Tulsa, OK, 74137
$800,000,000603
A Percentage of AUM

Information on Top Retirement Planning firms in Weatherford, 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
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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
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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
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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
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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
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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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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