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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. 801
    Exchange Traded Concepts, LLCOklahoma City, OK · 130 clientsAsset managerHybrid
    No custodian reported
    $23B
  2. 1037
    Cavanal Hill Investment Management, Inc.Tulsa, OK · 3 clientsAsset managerHybridBOK Financial Securities, Inc., Bokf, NA
    Bokf 100%
    $15B
  3. 1879
    CE Investment Management, LLCOklahoma City, OKAsset managerAffiliated broker-dealerAmerican Fidelity Securities, Inc.
    U.S. Bank 87%
    $5.9B
  4. 2631
    Caption Management, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  5. 2678
    Knightsbridge Advisers LLCBartlesville, OK · 25 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  6. 2828
    Argonaut Private Capital, LPTulsa, OK · 8 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  7. 3571
    Warwick Investment Group, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  8. 4070
    TOM Johnson Investment Management, LLCOklahoma City, OK · 5,631 clientsWealth managerPublic-company owned
    Fidelity 51%Schwab 49%
    $1.6B
  9. 4208
    Trinity Strategic WealthTulsa, OK · 1,763 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  10. 4277
    Retirement Investment Advisors IncOklahoma City, OK · 1,431 clientsWealth managerBank-affiliatedAffiliated broker-dealerNFP Property & Casualty Services, Inc.
    SEI 100%
    $1.5B
  11. 4337
    Forge FinancialEdmond, OK · 4,683 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.5B
  12. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  13. 4647
    Prescott Group Capital Management L.L.C.Tulsa, OK · 5 clientsPrivate fund adviser
    Schwab 100%
    $1.3B
  14. 4914
    Allegiant Wealth Advisors, LLCTulsa, OK · 34 clientsWealth manager
    Fidelity 100%
    $1.2B
  15. 5199
    Fourpath Capital Management, LLCOklahoma City, OK · 821 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  16. 5201
    BOK Financial AdvisorsTulsa, OK · 3,334 clientsBroker-dealer firmHybridBokf, NA, Cavanal Hill Distributors, Inc,
    Pershing 100%
    $1.1B
  17. 5611
    The Advisory Resource Group, LLCTulsa, OK · 709 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $927M
  18. 5732
    Acorn Capital ManagementOklahoma City, OK · 10 clientsPrivate fund adviser
    No custodian reported
    $893M
  19. 6155
    Warburton Capital Management, LLCTulsa, OK · 437 clientsWealth manager
    Schwab 100%
    $787M
  20. 6163
    Cadent Capital Advisors, LLCTulsa, OK · 654 clientsWealth manager
    Fidelity 100%
    $786M
  21. 6307
    Castlepoint Wealth AdvisorsOklahoma City, OK · 283 clientsWealth manager
    Schwab 58%Fidelity 42%
    $751M
  22. 6598
    Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsWealth managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $690M
  23. 6805
    Bridgecreek Financial GroupTulsa, OK · 47 clientsWealth manager
    Schwab 100%
    $650M
  24. 7043
    Vista Investment Partners LLCOklahoma City, OK · 479 clientsWealth manager
    Raymond James 100%
    $611M
  25. 7141
    Hogantaylor WealthTulsa, OK · 385 clientsWealth manager
    Fidelity 54%Schwab 46%
    $593M
  26. 7152
    The Legacy Financial Group, Inc.Tulsa, OK · 317 clientsWealth manager
    Schwab 100%
    $591M
  27. 7174
    Investrust Consulting, LLCOklahoma City, OK · 8 clientsWealth managerBank-affiliated
    Investrust 100%
    $588M
  28. 7179
    Everpar Advisors LLCTulsa, OK · 250 clientsWealth manager
    Fidelity 100%
    $588M
  29. 7308
    Scissortail Wealth Management, LLCTulsa, OK · 485 clientsWealth managerHybrid
    Raymond James 100%
    $568M
  30. 7373
    Melia Wealth LLCTulsa, OK · 1,164 clientsWealth manager
    Schwab 100%
    $560M
  31. 7506
    Relation Wealth Management, Inc.Tulsa, OK · 126 clientsAsset manager
    Schwab 68%Transamerica Retirement Advisors 32%
    $541M
  32. 7608
    Council Oak Wealth AdvisorsTulsa, OK · 378 clientsWealth manager
    Raymond James 84%
    $529M
  33. 7754
    Pinnacle Investment AdvisorsTulsa, OK · 496 clientsWealth manager
    Schwab 100%
    $508M
  34. 8267
    Mitchell & Pahl Private WealthOklahoma City, OK · 225 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $450M
  35. 8668
    Access Financial Resources Inc.Oklahoma City, OK · 644 clientsWealth manager
    Fidelity 100%
    $411M
  36. 9039
    Burkholder Wealth ManagementTulsa, OK · 268 clientsWealth manager
    Schwab 89%
    $380M
  37. 9142
    Olistico Wealth, LLCTulsa, OK · 404 clientsWealth managerWrap sponsor
    Pershing 78%Empower Financial Services 22%
    $372M
  38. 9182
    Gaddis Premier Wealth Advisors LLCDurant, OK · 1,460 clientsWealth managerHybrid
    Schwab 100%
    $369M
  39. 9279
    Transcendent Capital GroupEdmond, OK · 510 clientsWealth managerHybrid
    Raymond James 100%
    $361M
  40. 9333
    Wealth OklahomaTulsa, OK · 175 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $356M

RIAs by state