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RIAs by state · SEC data as of October 1, 2026

RIAs in Oklahoma

The SEC-registered investment advisers based in Oklahoma, what they manage, and the largest independent wealth managers.

Oklahoma is home to 67 wealth-focused RIAs managing $30B, 30th of 51 states and DC. The largest is Retirement Investment Advisors Inc in Oklahoma City, with $1.5B.

Wealth-focused RIAs
67
30th of 51
Their assets
$30B
38th of 51
$1B+ firms
8
Median $259M
All SEC RIAs
83
988 employees

Largest independent wealth managers in Oklahoma

Largest independent wealth managers headquartered in Oklahoma
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1Retirement Investment Advisors IncSEC recordOklahoma City$1.5B1,39915
2Gibraltar Capital Management, Inc.SEC recordTulsa$1.3B50531
3Allegiant Wealth Advisors, LLCSEC recordTulsa$1.2B343
4Warburton Capital Management, LLCSEC recordTulsa$787M4167
5Cadent Capital Advisors, LLCSEC recordTulsa$786M60215
6Castlepoint Wealth AdvisorsSEC recordOklahoma City$751M27710
7Plan Group Financial, Inc.SEC recordOklahoma City$690M1,22129
8Vista Investment Partners LLCSEC recordOklahoma City$611M4529
9Hogantaylor WealthSEC recordTulsa$593M37910
10The Legacy Financial Group, Inc.SEC recordTulsa$591M3179
11Everpar Advisors LLCSEC recordTulsa$588M2509
12Scissortail Wealth Management, LLCSEC recordTulsa$568M47513
13Melia Wealth LLCSEC recordTulsa$560M1,1637
14Council Oak Wealth AdvisorsSEC recordTulsa$529M3706
15Pinnacle Investment AdvisorsSEC recordTulsa$508M4587

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Oklahoma?

83 SEC-registered investment advisers have their main office in Oklahoma, and 67 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Oklahoma 30th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Oklahoma?

Retirement Investment Advisors Inc, based in Oklahoma City, is the largest independent wealth manager headquartered in Oklahoma, with $1.5B in regulatory assets under management and 1,399 individual clients on its latest Form ADV.

How much do Oklahoma RIAs manage?

Wealth-focused RIAs based in Oklahoma report $30B in regulatory assets under management, 38th among the states. 8 of them manage $1 billion or more; the median manages $259M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

Other states