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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

84 firms manage $90 billionOklahoma

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 9867
    FMIArdmore, OK · 717 clientsWealth manager
    Schwab 100%
    $318M
  2. 10054
    Bison Capital Group, LLCEdmond, OK · 31 clientsPrivate fund adviser
    No custodian reported
    $306M
  3. 10431
    Oath Planning, LLCTulsa, OK · 502 clientsWealth manager
    Fidelity 60%Altruist 32%
    $285M
  4. 10629
    Sutterfield Financial Group, Inc.Bartlesville, OK · 1,129 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Fidelity 81%
    $274M
  5. 10903
    Triton Financial Group, IncOklahoma City, OK · 313 clientsWealth manager
    Schwab 100%
    $259M
  6. 11039
    Humphreys Capital, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $252M
  7. 11069
    Windle WealthOklahoma City, OK · 399 clientsWealth manager
    Altruist 82%
    $251M
  8. 11088
    LIG Capital Management, LLCOklahoma City, OK · 416 clientsWealth manager
    Schwab 97%
    $250M
  9. 11102
    Bison Capital Advisors, LLCOklahoma City, OK · 163 clientsWealth managerWrap sponsor
    No custodian reported
    $250M
  10. 11277
    Corporate Consulting Group, Inc.Tulsa, OKAsset manager
    No custodian reported
    $241M
  11. 11339
    Jm2 Capital Inc.Edmond, OK · 70 clientsWealth manager
    Schwab 100%
    $238M
  12. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  13. 11442
    Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $234M
  14. 11657
    Drawbridge CapitalTulsa, OK · 979 clientsWealth managerHybrid
    No custodian reported
    $225M
  15. 11734
    Asset Management Advisors, LLCOklahoma City, OK · 101 clientsWealth manager
    Schwab 100%
    $221M
  16. 11753
    Hughes Warren, Inc.Edmond, OK · 808 clientsWealth manager
    Fidelity 100%
    $221M
  17. 11787
    Robert Stephen Capital Management LLCTulsa, OK · 188 clientsWealth manager
    Raymond James 57%Fidelity Distributors Company 43%
    $219M
  18. 12173
    McGuire Capital Advisors, Inc.Bethany, OK · 1,440 clientsWealth manager
    Schwab 100%
    $202M
  19. 12180
    J M Brown Financial PartnersTulsa, OK · 501 clientsWealth managerHybrid
    Schwab 76%American Funds 24%
    $202M
  20. 12560
    Redstone Wealth Management, LLCOklahoma City, OK · 602 clientsWealth managerHybrid
    Schwab 100%
    $188M
  21. 12706
    Summit Wealth Group, LLCTulsa, OK · 282 clientsWealth manager
    Schwab 100%
    $182M
  22. 12885
    Comprehensive Financial Planning IncOklahoma City, OK · 100 clientsWealth manager
    Schwab 100%
    $176M
  23. 12922
    Meliora CapitalTulsa, OK · 103 clientsWealth manager
    Schwab 100%
    $175M
  24. 12923
    Sageoak Financial, LLCTulsa, OK · 263 clientsWealth manager
    Schwab 100%
    $175M
  25. 12962
    Servo Wealth Management LLCOklahoma City, OK · 89 clientsWealth manager
    Schwab 100%
    $174M
  26. 13045
    R.J. Cloud Advisors & CompanyBixby, OK · 160 clientsWealth manager
    Schwab 100%
    $171M
  27. 13081
    G. Dewayne McAnallyOklahoma City, OK · 399 clientsWealth manager
    Schwab 100%
    $170M
  28. 13170
    Perissos Private Wealth ManagementBethany, OK · 264 clientsWealth manager
    Schwab 100%
    $167M
  29. 13266
    Archambo Financial Advisors, Inc.Bartlesville, OK · 197 clientsWealth managerHybrid
    No custodian reported
    $163M
  30. 13285
    F.I.G. Financial Advisory Services, Inc.Oklahoma City, OK · 242 clientsWealth manager
    Axos 100%
    $162M
  31. 14106
    Fredric E. Russell Investment Management Co.Tulsa, OK · 84 clientsWealth manager
    Schwab 100%
    $137M
  32. 14175
    Revo Financial, LLCBartlesville, OK · 166 clientsWealth manager
    Fidelity 67%SEI 32%
    $135M
  33. 14215
    Longbow Asset ManagementTulsa, OK · 132 clientsWealth manager
    Schwab 100%
    $134M
  34. 14687
    Epic Wealth Management, LLCOklahoma City, OK · 153 clientsWealth managerWrap sponsor
    Raymond James 100%
    $121M
  35. 14698
    10elms LLPTulsa, OK · 37 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  36. 14772
    Compass Capital Management, LLCMcAlester, OK · 231 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $119M
  37. 14988
    Chappelwood Financial ServicesEdmond, OK · 166 clientsWealth manager
    No custodian reported
    $113M
  38. 15163
    L&s Private Wealth, LLCOklahoma City, OK · 102 clientsWealth manager
    Schwab 100%
    $109M
  39. 15306
    TAO Private Wealth, LLCTulsa, OK · 46 clientsWealth manager
    No custodian reported
    $104M
  40. 15545
    Seraph Capital Associates, LLCBartlesville, OK · 445 clientsAsset manager
    Fidelity 51%Interactive Brokers 37%
    $90M

RIAs by state