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Best Financial Advisors in Oklahoma City, OK

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Oklahoma City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

145Reviewed

94Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114

Expertise.com Rating

Why choose this provider?

Venturi Private Wealth is a management firm that caters to Oklahoma City residents. Its team is committed to delivering unbiased advice to protect the interests of clients. The agency offers personalized financial planning services to ultra-high-net-worth people, business owners, corporate executives, and CEOs. It handles matters involving tax reviews and projections and charitable giving, as well as assists in developing public and private strategies. The company has been in the industry since 2015.

  • Private Foundation Management
  • Equity Compensation Planning
  • Charitable Giving Strategies
  • Business Exit Planning
  • Trust and Estate Planning
  • Investment Management
  • Alternative Investments
  • Tax Planning
  • Private Wealth Advisor
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Oklahoma City, OK
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

5700 NW 130th Street, Ste 1, Oklahoma City, OK 73142

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Miller Private Wealth caters to clients in Oklahoma City and the surrounding areas. It helps individuals achieve their financial goals by developing investments, estate, tax, and education strategies. It also provides advice on fraud protection, financial security, income and retirement planning, inheritance preparation, and home purchasing. Additionally, the company is available for insurance planning services. It was founded by Tracy Ann Miller, a Certified Financial Planner who has over 30 years of experience in the industry.

  • Estate Planning
  • Certified Financial Planner (CFP)

2925 United Founders Boulevard, Oklahoma City, OK 73112

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Founded in 1990, Retirement Investment Advisors, Inc. is a fee-only financial retirement company based in Oklahoma City, with additional offices in Frisco and Edmond. The firm provides advice to clients as they plan their retirement. The financial advisors of the firm are Certified Financial Planner professionals who have a strong focus on putting the interests of clients first. The firm helps clients prepare for retirement by checking their investment portfolio, planning a retirement strategy, and assisting with estate and tax planning.

  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

3636 North Roff Avenue, Oklahoma City, OK 73112

Expertise.com Rating

Review Sources

Yelp
5.0 (22)
Google
4.0 (4)

Why choose this provider?

Capital Asset Management, Inc. is a financial advising and wealth management firm that serves the residents of Oklahoma City and the surrounding areas. It offers comprehensive financial planning services, including risk management, investment planning, retirement planning, and estate planning. In addition, its advisers assist clients with their 401(k) plans. Capital Asset Management, Inc. has been named to Forbes' Best in State Wealth Advisors list. The firm has been in operation for more than three decades.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

6301 Waterford Boulevard, Oklahoma City, OK 73118

Expertise.com Rating

Why choose this provider?

Houston Financial caters to individuals, businesses, and institutions in Oklahoma. This financial planning firm offers investment strategies as well as retirement, estate, and life insurance planning. For business owners, this firm offers different services to help them retain employees through benefit programs, such as group and life insurance and qualified retirement plans. It also has an available planning program for people with special needs and will be handled by a team composed of a social services professional, a financial professional, and a lawyer.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

14614 Hertz Quail Springs Parkway, Oklahoma City, OK 73134

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Capstone Triton Financial Group, LLC, is a financial planner and wealth management company serving individuals, entrepreneurs, and businesses in Oklahoma City. It provides a wide range of services, including estate management, personal finances assessment, and retirement planning. It has also adopted a collaborative planning process that involves clients' accountants, attorneys, and other advisors to craft customized financial plans. Capstone Triton Financial Group has three full-time financial advisors, including Michael Dunham, Andrew Oster, and Richard DiAngelo. Michael introduced 401(k) plans to small businesses in Oklahoma.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

13158 North Macarthur Boulevard, Oklahoma City, OK 73142

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Oklahoma City-based Rimmer Retirement Advisors has been providing investment and financial planning services since 1984. The consultancy's planning services include retirement, social security, estate, and long-term care planning. In addition, it also handles wealth accumulation strategy, insurance needs analysis and personalized investment management services. The consultancy's branch manager and managing partner, Stephen Rimmer, has more than 25 years of investment and financial planning experience. He is also an active member and former president of the Oklahoma Financial Planning Association.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

435 NW 23rd Street Suite 202, Oklahoma City, OK 73103
WebsiteLicense: 288541

Expertise.com Rating

Review Sources

Facebook
5.0 (13)
Google
5.0 (4)

Why choose this provider?

Vault Wealth provides virtual and in-person services to clients in Oklahoma City. It offers a wide range of financial services for individuals and businesses, including tax planning, long-term care, financial education, and buy/sell funding. A personal financial website and an investment alignment dashboard are available for employees. The firm's founder, Luke Milholland, is a Certified Financial Planner and a Chartered Financial Consultant who utilizes almost a decade of experience working for two large financial services institutions in the country.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

2525 Northwest Expressway, Oklahoma City, OK 73112

Expertise.com Rating

Why choose this provider?

Investment Concepts is an independently owned financial consulting company serving clients throughout the Greater Oklahoma City metro area. It assists customers with investment, education, and estate planning. It also offers financial advice on life insurance, long-term care insurance, and disability income insurance protection. The team of professionals at this firm helps clients create a strategy to reach their financial goals. Investment Concepts has been in business for more than 30 years. Its founder, Mike Hashemi, is also a Certified Wealth Strategist.

  • Estate Planning
  • Retirement Planning

5909 Northwest Expressway, Warr Acres, OK 73132

Expertise.com Rating

Why choose this provider?

G. DeWayne McAnally has been offering a range of financial advice and services in Oklahoma City since 1978. Its services include investment management, cash management, asset allocation, estate conservation, and retirement planning. President G. DeWayne McAnally has been a financial advisor for over 40 years and received recognition from The New York Times. He has been a speaker and an organizer of financial seminars for corporations and associations. He also worked as a finance manager for a retailing company for five years.

  • Retirement Planning

3030 Northwest Expressway, Oklahoma City, OK 73112

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (2)

Why choose this provider?

Arrow Investment Management offers comprehensive financial planning solutions to clients in and around Oklahoma City. Established in 2018, the firm is staffed by investment advisory representatives who provide a wide array of financial guidance services such as investment management as well as estate, education, and insurance planning solutions. The firm's chief investment officer, Jesse Carlucci, is a Certified Financial Planner who is also the author of the book, Money Milestones: A twelve-month personal finance journey.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

3621 Northwest 63rd Street, Oklahoma City, OK 73116

Expertise.com Rating

Why choose this provider?

Access Financial Resources, Inc., has been providing wealth management solutions in Oklahoma City for more than three decades. Its team offers tailored financial plans and helps its clients understand the complexities of the financial climate. The business' services include insurance, asset protection, estate planning, debt reduction management, and retirement cash flow planning. Moreover, its consultants assist with business financial planning, portfolio design & management, and 401(k) implementation & education. Access Financial Resources comprises staff that can also speak Spanish.

  • Estate Planning
  • Certified Financial Planner (CFP)

16350 Muirfield Place, Edmond, OK 73013

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Founded in 2007, Hughes Warren is a fiduciary financial firm that offers investment opportunities to Oklahoma City clients. The firm builds a detailed financial plan that will guide clients toward financial success. It employs investment strategies in portfolio constructions to maximize the returns. Monitoring and asset allocation are likewise utilized. The firm also offers financial planning and wealth management. The team at Hughes Warren has more than 50 years of combined experience. The advisors, Ted Hughes and Melinda Warren are certified financial planners.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

4141 Northwest Expressway, Oklahoma City, OK 73116

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Cue Financial of Oklahoma provides Oklahoma City-based residents with a variety of financial advising offerings. With over 20 years of experience, the firm assists clients in drafting financial plans that suit their lifestyles. Personalized investment plans are also available. The firm, likewise, offers retirement services to clients. It also strategizes for tax planning with the clients' goals in mind. In addition, the firm provides savings solutions and insurance services. The owner, Allan Booher, is a certified financial planner.

  • Retirement Planning
  • Insurance Products
  • Tax Preparation

9112 North Kelley Avenue, Oklahoma City, OK 73131

Expertise.com Rating

Review Sources

Facebook
5.0 (5)
Google
5.0 (4)

Why choose this provider?

Castlepoint Wealth Advisors is an independent firm providing customized financial strategies to residents of Oklahoma City. It offers advisory regarding investments, leveraged on the varied portfolios, beyond traditional US bond and stock allocations. Clients' investments are diversified among the global financial markets based in 45 different countries and 2,000 companies. Founding CEO Kendall King has more than 18 years of experience in wealth management advisory. He is the author of Abundance—Your Path Starts Here, which talks about investments and financial planning.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

1366 East 15th Street, Edmond, OK 73013

Expertise.com Rating

Review Sources

Google
5.0 (9)

Why choose this provider?

Womack Investment Advisors is a wealth management firm serving St. Edmond, Oklahoma City, and the surrounding areas. The experienced team of coaches at the company assists clients in managing, protecting, and growing their wealth. The company, founded in 2000, specializes in estate planning, investment management, insurance planning, retirement planning, and tax planning. Clients are guided by the development of a wealth management plan based on their individual requirements. Greg Womack, the company's president and principal, has over 30 years of experience in the financial services industry.

  • Estate Planning
  • Certified Financial Planner (CFP)

1000 West Wilshire Suite 315, Oklahoma City, OK 73116
WebsiteLicense: 159367

Expertise.com Rating

Review Sources

Facebook
5.0 (6)

Why choose this provider?

Servo Wealth Management is a non-affiliated fiduciary RIA that serves individuals and families in Oklahoma City and nearby areas. It offers retirement planning, investment management, and financial legacy planning that are tailored to clients' needs, interests, and long-term goals, whether they are investing to generate wealth, maintain their assets, or protect their families. Servo's investment and retirement planning advice has been featured in several media outlets, including Investopedia, Reuters, US News & World, and The Wall Street Journal.

  • Private Wealth Advisor

6632 NW 39th Expressway, Bethany, OK 73008
WebsiteLicense: 164549

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

McGuire Capital provides a comprehensive range of financial services for individuals, families, business owners, retirees, and professionals in Oklahoma City and nearby cities. It assists clients with risk management, estate planning, tax strategy creation, asset allocation, and insurance selection. The senior vice president of the company, Scott Burch, is a US Air Force veteran. He has an MBA and has been working in the financial services industry as an investment advisor for more than 22 years.

  • Retirement Planning
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Venturi Private Wealth
11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114Visit Website
SmartAdvisor by SmartAsset
Oklahoma City, OKFree Consultation
Miller Private Wealth
5700 NW 130th Street, Ste 1, Oklahoma City, OK 73142
Retirement Investment Advisors, Inc.
2925 United Founders Boulevard, Oklahoma City, OK 73112
Capital Asset Management, Inc.
3636 North Roff Avenue, Oklahoma City, OK 73112
Houston Financial
6301 Waterford Boulevard, Oklahoma City, OK 73118
Capstone Triton Financial Group, LLC
14614 Hertz Quail Springs Parkway, Oklahoma City, OK 73134
Rimmer Retirement Advisors
13158 North Macarthur Boulevard, Oklahoma City, OK 73142
Vault Wealth
435 NW 23rd Street Suite 202, Oklahoma City, OK 73103
Investment Concepts
2525 Northwest Expressway, Oklahoma City, OK 73112
G. DeWayne McAnally
5909 Northwest Expressway, Warr Acres, OK 73132
Arrow Investment Management
3030 Northwest Expressway, Oklahoma City, OK 73112
Access Financial Resources, Inc.
3621 Northwest 63rd Street, Oklahoma City, OK 73116
Hughes Warren
16350 Muirfield Place, Edmond, OK 73013
Cue Financial of Oklahoma
4141 Northwest Expressway, Oklahoma City, OK 73116
Castlepoint Wealth Advisors
9112 North Kelley Avenue, Oklahoma City, OK 73131
Womack Investment Advisers
1366 East 15th Street, Edmond, OK 73013
Servo Wealth Management
1000 West Wilshire Suite 315, Oklahoma City, OK 73116
McGuire Capital
6632 NW 39th Expressway, Bethany, OK 73008

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What kind of certificates should a financial planner have in Oklahoma City?

    A financial planner in Oklahoma City should have relevant certifications and licenses to demonstrate expertise and professionalism. The important certifications include Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Additionally, being a Registered Investment Advisor (RIA) is important for compliance with state securities agencies and the Securities and Exchange Commission for managing assets over $25 million. These certifications and registrations protect clients' interests and meet regulatory standards.

  • How does financial planning work in Oklahoma City?

    Financial planning involves thoroughly evaluating an individual's financial situation. A financial planner in Oklahoma City typically creates a comprehensive short-term plan for the next five years to improve the client's financial position. Long-term goals are also developed, including retirement savings and college education funding recommendations. Additionally, the planner explores strategies to minimize taxes, protect assets through insurance coverage, and may offer guidance on estate planning.

  • What is the advantage of providing your employees in Oklahoma City with financial wellness tools?

    Offering financial wellness tools to employees in Oklahoma City has several advantages. It reduces financial stress, a significant workplace distraction. Companies can boost productivity, decrease turnover, lower healthcare costs, and enhance profitability by improving employees' financial health. It also meets employees' expectations, making them value economic wellness benefits and become more inclined to stay in a job that offers useful financial programs.

  • Why do you need to hire a financial advisor in Oklahoma City?

    Hiring a financial advisor in Oklahoma City can bring valuable benefits to your life. They have the expertise and knowledge to guide objective financial decisions, create personalized plans, and save you time and effort. Advisors care about your financial well-being. By hiring an advisor, you can avoid costly mistakes and adjust plans.

  • What is the significance of fiduciary responsibility in Oklahoma City?

    A fiduciary responsibility in Oklahoma City means financial professionals must prioritize their clients' interests. Unlike stockbrokers and insurance agents who follow a suitability standard, financial planners are mandated with this duty. The significance of fiduciary responsibility is that it aims to ensure that clients' needs come first, fostering trust and integrity in the financial services industry.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.