Oklahoma exempts Social Security benefits from state tax and offers partial exclusions on retirement income. Oklahoma City and Tulsa are the primary advisory markets. The state's energy sector (Devon Energy, Continental Resources, Williams Companies) creates significant wealth management demand. Oklahoma advisors specialize in oil and gas asset management, tribal enterprise financial planning, and retirement strategies for energy industry workers navigating boom-and-bust cycles.
Bartlesville, Oklahoma
Impact Wealth Planners is located in Bartlesville, Oklahoma and provides retirement planning services. The firm works with clients on retirement-related financial matters.
View detailsBixby, Oklahoma
360 Wealth Management is located in Bixby, Oklahoma and provides financial planning and investment management services. The firm specializes in investment management and wealth management.
View detailsBroken Arrow, Oklahoma
Phoenix Financial Group, LLC is located in Broken Arrow, Oklahoma and provides financial planning and insurance analysis services. The firm operates primarily in English. It holds a 4.8 rating based on 23 Google reviews.
View detailsCollinsville, Oklahoma
CastleRock Financial Advisors is a wealth management team located in Collinsville, Oklahoma, specializing in retirement planning and small business financial matters. The firm provides financial planning, investment management, and retirement planning services. Team members hold the CLU credential and conduct business in English.
View detailsDurant, Oklahoma
Insurance-Based
Northwestern Mutual operates an insurance-based advisory practice in Durant, Oklahoma, providing financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients in the area. Service availability is limited to English-speaking clients.
View detailsEdmond, Oklahoma
Stronghold Capital Partners, based in Edmond, Oklahoma, specializes in retirement planning services. Financial advisor Chandler Graham works with clients on retirement-related planning matters. The firm conducts business in English.
View detailsEdmond, Oklahoma
Fee-Only
Hughes Warren Inc. is a fee-only investment advisor based in Edmond, Oklahoma, specializing in investment management and retirement planning. The firm operates as a fiduciary. Services include investment management and retirement planning support.
View detailsEdmond, Oklahoma
ArrowPoint Wealth Advisors is based in Edmond, Oklahoma and serves clients in English.
View detailsElk City, Oklahoma
CopperSky Wealth is a financial planning and investment management firm located in Elk City, Oklahoma. The firm serves clients seeking assistance with financial planning and investment management services. CopperSky Wealth operates in English.
View detailsEnid, Oklahoma
Joey Armstrong is a financial advisor based in Enid, Oklahoma, offering retirement planning and investment management services. The practice also provides insurance analysis to support client financial strategies.
View detailsEnid, Oklahoma
Buffalo Capital Management, based in Enid, Oklahoma, offers financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsFort Gibson, Oklahoma
Insurance-Based
Ron Shirey JR, Partner at Integrated Financial in Fort Gibson, Oklahoma, provides financial planning and insurance analysis services. The firm operates on an insurance-based model and serves clients in English.
View detailsJenks, Oklahoma
StrongWealth Advisory Group is an investment advisory firm based in Jenks, Oklahoma. The firm serves clients in English and maintains a 5-star rating on Google.
View detailsLawton, Oklahoma
Overcome Money is a financial planning firm based in Lawton, Oklahoma. The firm provides financial planning services to clients in the area. English is spoken at the office.
View detailsMinco, Oklahoma
TRW Financial LLC is located in Minco, Oklahoma and specializes in debt management services. The firm operates in English and serves clients seeking assistance with debt-related financial matters.
View detailsNorman, Oklahoma
Heartland Wealth Management, based in Norman, Oklahoma, provides investment management, wealth management, and financial planning services. The firm serves clients seeking guidance across multiple areas of personal finance
View detailsNorman, Oklahoma
Merit Financial Advisors is located in Norman, Oklahoma and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsOklahoma City, Oklahoma
Choice Wealth Partners is an investment advisory firm based in Oklahoma City, Oklahoma.
View detailsOklahoma City, Oklahoma
Exencial Wealth Advisors is an investment management firm based in Oklahoma City offering financial planning, wealth management, and small business advisory services. The firm serves clients seeking guidance across investment strategy and wealth accumulation. Services are delivered in English. The firm holds a 3.4-star rating on Google based on five client reviews.
View detailsOklahoma City, Oklahoma
Venturi Private Wealth is an investment management and wealth management firm based in Oklahoma City, Oklahoma. The firm provides financial planning and investment management services to clients. Additional details about credentials, fee structure, and team qualifications are not currently available.
View detailsOklahoma City, Oklahoma
Credent Wealth Management is an Oklahoma City-based firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsOklahoma City, Oklahoma
A-Team Financial Investments is an Oklahoma City-based firm providing insurance analysis and investment management services. The firm specializes in insurance planning.
View detailsOklahoma City, Oklahoma
Oklahoma Financial Center Inc is based in Oklahoma City, Oklahoma and provides financial advisory services. The firm operates in English and has received positive client feedback.
View detailsOklahoma City, Oklahoma
Woodmen Financial Resources, LLC provides financial planning services to clients in Oklahoma City, Oklahoma. The firm operates in English.
View detailsOklahoma City, Oklahoma
Advance Financial Lighthouse, Inc. is based in Oklahoma City, Oklahoma and offers financial planning and investment management services. The firm operates in English and holds a 5-star rating on Google.
View detailsOklahoma City, Oklahoma
Oath Planning is a fiduciary financial advisor based in Oklahoma City specializing in retirement planning. The firm provides guidance on retirement-related financial matters to clients in the Oklahoma City area. Additional details about fee structure and advisor credentials are not publicly listed.
View detailsOklahoma City, Oklahoma
Staton Financial Group Inc. is a retirement planning firm based in Oklahoma City, Oklahoma. The firm specializes in retirement planning services and is rated 5 stars on Google based on 138 reviews. English is spoken at the firm.
View detailsOklahoma City, Oklahoma
Parkman Financial Group is located in Oklahoma City, Oklahoma and serves clients in English.
View detailsPerry, Oklahoma
Merit Financial Advisors is located in Perry, Oklahoma and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsStigler, Oklahoma
Turrentine Financial Services LLC is located in Stigler, Oklahoma and provides financial planning and investment management services. The firm works with clients in English.
View detailsStillwater, Oklahoma
Streeter Financial Group is a financial planning firm based in Stillwater, Oklahoma. The firm provides financial planning services to clients in the region.
View detailsTishomingo, Oklahoma
Gaddis Premier Wealth Advisors is an investment management firm based in Tishomingo, Oklahoma. The firm provides investment management services to clients in the region.
View detailsTulsa, Oklahoma
Oath Planning is a fiduciary financial advisor in Tulsa, Oklahoma specializing in retirement planning. The firm operates under a fiduciary standard, meaning advisors are legally obligated to act in clients' best interests. Oath Planning serves the Tulsa area and conducts business in English.
View detailsTulsa, Oklahoma
Isaiah C. Edison is a Founding Partner and Wealth Advisor at Edison Wealth Strategies, based in Tulsa, Oklahoma. The firm provides financial planning services. Additional details regarding specialties, fee structure, and credentials were not available.
View detailsTulsa, Oklahoma
Fee-Only
Front Line Advisor Group is a fee-only fiduciary advisor in Tulsa, Oklahoma. The firm provides estate planning, financial planning, insurance analysis, investment management, and retirement planning services, with particular focus on small business owners. They operate on a fee-only basis and are available in English.
View detailsTulsa, Oklahoma
Financial Resources Group, LLC is an investment advisory firm based in Tulsa, Oklahoma. The firm operates in English and provides advisory services to clients in the region.
View detailsTulsa, Oklahoma
Relation Wealth is an investment advisory firm based in Tulsa, Oklahoma. The firm serves clients seeking financial advisory services and operates primarily in English.
View detailsTulsa, Oklahoma
Insurance-Based
Northwestern Mutual in Tulsa, Oklahoma provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.
View detailsTulsa, Oklahoma
Chad McAuliff Royal Stone Wealth Management, based in Tulsa, Oklahoma, provides investment management and wealth management services. The firm offers financial planning and insurance analysis to clients. Services are conducted in English.
View detailsTulsa, Oklahoma
Castlepoint Wealth Advisors is located in Tulsa, Oklahoma. The firm holds CLU credentials and serves clients in English.
View detailsTulsa, Oklahoma
Sandman Wealth Management is based in Tulsa, Oklahoma and provides investment management and wealth management services. The firm works with clients seeking assistance with investment strategy and overall wealth planning.
View detailsTulsa, Oklahoma
Insurance-Based
Jack Stagg, Wealth Advisor with Eagle Strategies, is based in Tulsa, Oklahoma. The firm provides financial planning and insurance analysis services. Fee structure and specific credentials are not publicly available.
View detailsTulsa, Oklahoma
Merit Financial Advisors is based in Tulsa, Oklahoma and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. They conduct business in English.
View detailsTulsa, Oklahoma
Lonergan Advisors is an investment advisory firm based in Tulsa, Oklahoma. The firm provides advisory services to clients in the region.
View detailsThis listing shows advisory firms with offices in Oklahoma. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.