Top 10 Financial Advisors in Oklahoma City, OK

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Tom Johnson Investment Management (TJIM) is the No. 1 advisory firm in Oklahoma City. Founded in 1983, this fee-only firm is also the oldest practice on this list. As a fee-only advisor, TJIM and its advisors do not receive commissions or other compensation from product sales, leading to fewer conflict of interest. 

TJIM has a small team of advisors that includes several chartered financial analysts (CFAs) and one Certified Financial Planner™ (CFP®). The firm doesn’t have a strict minimum asset requirement. As a result, it works with a range of clients, including both high-net-worth and non-high-net-worth individuals, pension and profit-sharing plans, charities and corporations.  

The firm offers discretionary investment management, which means they directly manage portfolios for clients. TJIM also offers financial planning services to certain clients. This services may include retirement distribution strategies, Social Security planning, tax-efficient gifting, income planning, budgeting and asset allocation planning. The firm also offers detailed portfolio reporting and fixed income portfolio analysis.

TJIM's investment philosophy is conservative and research-driven, focused on building high-quality, well-diversified portfolios designed to deliver attractive risk-adjusted returns over a full market cycle while preserving capital during downturns. Equity strategies include a Core/Relative Value approach targeting undervalued large- and mid-cap companies and a Diversified Stock Income strategy emphasizing dividend-paying stocks.

Fixed income strategies invest in A-rated or better bonds to balance return, yield and liquidity, with tailored options for taxable, tax-exempt and short-term needs. TJIM also manages balanced and ETF-based asset allocation portfolios for diversification and risk management.

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Full Sail Capital is another fee-only financial advisor firm that works with individuals, high-net worth individuals, pensions and profit-sharing plans, charities, government entities and businesses. With more than $2 billion in assets under management (AUM), Full Sail Capital manages more money than any firm on this list. However, the firm also has a $1 million account minimum, which is tied for highest on this list. 

Founded in 2018, the Full Sail Capital team comprises financial professionals who have earned the certified trust and financial advisor (CTFA), chartered financial analyst (CFA) and Certified Financial Planner™ (CFP®) designations. 

Services offered by the firm include wealth management, financial planning, retirement planning, estate planning, education planning, tax planning and cash flow planning. Recognizing that each client has a different situation and different goals, Full Sail Capital uses a goals-based portfolio management style to come up with a plan that works for each client.

The firm uses fundamental analysis, which evaluates the financial health, performance and prospects of investments. It also applies mean-variance optimization, a method that balances risk and return to create the most efficient mix of assets. Portfolios may include individual stocks and bonds, ETFs, mutual funds, and, when appropriate, alternative investments. Strategies can involve multiple sub-portfolios to address different goals. Allocations are reviewed regularly and adjusted to stay aligned with each client’s circumstances.

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FourPath Capital Management, formerly known as Prospera Private Wealth, is a fee-only firm that serves non-high-net-worth and high-net-worth clients, as well as charities, businesses, pension and profit-sharing plans. There is a minimum of $1 million to open an account here.

FourPath was founded in 2021 by sole owners Kyle Reuter and Jeffrey James. The firm was previously known as Reuter James Wealth Management until 2024 when it changed its name to Prospera Private Wealth. The firm adopted its current name, FourPath Capital Management, in January 2025. 

Services offered include financial planning and wealth management on either a discretionary or non-discretionary basis. The firm's financial planning services may include cash flow analysis, financial record organization, estate planning, philanthropic planning, education planning, business planning and advice on concentrated stock. 

Advisors at FourPath tailor wealth management strategies based on the client's objectives, risk tolerance and time horizon. Client assets are primarily allocated among individual equity and debt securities, mutual funds and exchange-traded funds (ETFs). Some assets may be allocated to independent investment managers under separately-managed accounts. 

FourthPath prides itself on constructing risk-adjusted, tax-efficient and cost-effective asset allocations for its clients. These strategies utilize a combination of active and passive management, and on occassion, the team may recommend clients invest in alternative investments. 

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Plan Group Financial is a fee-based firm that primarily works with individual and high-net-worth individuals. There is no minimum account size at the firm, and fees are generally based on a percentage of assets under management.

As a fee-based firm some advisors work as insurance agents and/or broker-dealers and can earn commissions. Though this is a conflict of interest, all advisors must still act in the best interest of the client. 

Plan Group was founded in 1996 and is principally owned by Douglas Claycomb. The advisory team includes one advisor who holds the chartered financial analyst (CFA) and chartered market technician (CMT) designations.

Services offered include investment management and financial consulting. The firm can provide risk management advice, investment planning, financial organization and decision-making. They may also help with specialized planning needs such as real estate, business ventures and legacy planning. The firm can also offer introductions to third-party tax preparation services.

Plan Group structures investment strategies to match each client’s goals, comfort with risk and time horizon, aiming for broad diversification and sustained long-term performance. While many clients use the firm’s in-house model portfolios, it can also craft bespoke strategies to meet unique needs, preferences, or tax considerations. Portfolios may include domestic and international equities, fixed income, ETFs, mutual funds, real estate, commodities, and, in certain cases, private placements or separately managed accounts. The firm blends quantitative research with qualitative judgment and reviews portfolios regularly to ensure they remain in line with each client’s objectives

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Castlepoint Wealth Advisors is another fee-only firm that serves indivdiual clients above and below the high-net-worth threshold. Castlepoint also offers services to charities, businesses and retirement plans. There is no account minimum, but the firm charges a $15,000 minimum annual fee, which may be cost-prohibitive for certain potential clients. 

Advisors at Castlepoint hold a variety of professional accreditations, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), accredited estate planner (AEP), certified public accountant (CPA), financial paraplanner qualified professional (FPQP) and chartered advisor in philanthropy (CAP).  

The firm, previously known as Castleview Wealth Advisors, was founded in 2015 by owner and CEO Kendall King. Like many financial advisors, Castlepoint follows the tenets of modern portfolio theory (MPT). The main points are broad asset allocation across asset classes and investing for the long term. In addition, the firm follows these four investment principles:

1. Financial markets are extremely efficient
2. Risk and return are related
3. Broad global diversification
4. Investor discipline

When planning your portfolio, advisors will keep this in mind. Your personal situation also matters for your investment plan. Advisors will discuss your current investments, your financial goals and objectives, risk tolerance and other financial factors. The details you provide will help shape your asset allocation.

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F.I.G. Financial Advisory Services is a fee-based firm where some advisors can also earn commissions in their separate capacities as insurance agents. Though this is a potential conflict of interest, all advisors must still act in the best interest of their clients. There are no institutional clients at F.I.G., only individuals, most of whom are not high-net-worth.

There is no minimum account size at F.I.G.. Fees for asset management are based on a percentage of assets under management and financial planning services are complimentary for asset management clients. All three of the firm's financial advisors are Certified Financial Planners™ (CFP®), while one is also a chartered financial analyst (CFA) and another holds the chartered financial consultant (ChFC) and chartered life underwriter (CLU) designations. 

F.I.G. was founded in 1984, making it the second-oldest practice on this list. Services include asset management, financial planning, tax planning, asset allocation, retirement planning and educational workshops.

F.I.G. follows a value-based approach when evaluating investments, primarily using mutual funds, ETFs and listed equities to build diversified portfolios. Strategies include long- and short-term purchases, tactical and strategic asset allocation, duration targeting for bonds, and selective use of the Even Herd Long Short Fund ETF when appropriate. Portfolios may also incorporate fixed income, municipal, corporate and U.S. government securities.

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Comprehensive Financial Planning (CFP) is a fee-only advisor that primarily serves individual clients who do not have a high net worth. The firm, which has a $50,000 account minimum and $500 minimum annual fee, does work with some high-net-worth clients, however. 

CFP is an Oklahoma corporation founded in 1990 by David K. Evans, who wholly owns the firm. Its services include holistic financial planning that covers investment, tax, estate, fringe benefit and business continuity planning, as well as ongoing investment supervisory services.

Portfolios are customized to each client’s goals and restrictions, primarily investing in exchange-traded equities, high-quality fixed income securities and cash equivalents. Portfolios may also include mutual funds, closed-end funds, variable annuities and variable life insurance products when appropriate. 

The firm’s investment philosophy prioritizes capital preservation relative to available returns, using a blend of fundamental and technical analysis to inform both long-term and occasional short-term investment decisions. 

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Mitchell & Pahl Private Wealth is a fee-only advisory firm founded in 2020 and owned by Brian D. Mitchell and Candace Pahl. The firm serves individuals, high-net-worth individuals and families, pension and profit-sharing plans, charitable organizations, corporations and other businesses. There is no stated minimum account size, though the firm may accept smaller portfolios at its discretion. 

The firm offers comprehensive wealth management, which includes discretionary or non-discretionary portfolio management and financial planning. The latter may comprise investment consulting, tax and estate planning, liability management, charitable giving, business planning, concentrated stock strategies, insurance review, divorce and retirement planning, education funding and family governance.

Mitchell & Pahl creates investment strategies tailored to each client’s cash flow needs, goals and comfort with risk. Portfolios may include a mix of active and passive investments in publicly traded securities such as stocks, bonds, mutual funds and ETFs, along with guidance on other holdings like insurance products, retirement plans or legacy assets.

When selecting investments, the firm considers a range of factors and regularly reviews portfolios, making adjustments as needed. They aim to spread investments across different asset types to help reduce risk and may work with outside managers for certain areas, such as fixed income.

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Adaptation Financial Advisors, founded in 2020, serves individuals, families, high-net-worth clients, pension/profit-sharing plans, charitable organizations, trusts, estates, business owners and foundations. Account minimums are $40,000 for non-wrap services and $500,000 for wrap-fee programs, with some flexibility.

This firms operates on a fee-based model, meaning its advisors can earn commissions from securities and insurance sales, creating potential conflicts of interest. However, as a registered investment advisor (RIA), the firm has a fiduciary duty to disclose its conflicts and act in its clients' best interests. 

While the firm has its headquarteres in Oklahoma City, Adaption has financial advisors throughout the state, as well as in Texas and Ohio. These advisors hold a variety of financial certifications, including the chartered life underwriter (CLU) and chartered financial consultant (ChFC) designations, among others. 

Services include discretionary and non-discretionary portfolio management, comprehensive wealth management, financial planning, retirement plan consulting and education. Planning can address investments, insurance, retirement, estate, tax, business, charitable giving, debt, cash flow and more. 

Investment management is tailored to client goals, risk tolerance and time horizon. The firm may invest in a mix of equities, fixed income, ETFs (including precious metals), mutual funds, municipal and U.S. government securities, corporate debt, options, insurance products and certain alternative investments. Strategies range from long-term holdings to short-term trades and options strategies, using fundamental, technical, charting and cyclical analysis. Portfolios may be managed directly, via wrap-fee programs or through selected third-party managers, with ongoing monitoring and periodic rebalancing to keep portfolios aligned with client objectives.

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Triton Financial Group (TFG), founded in 2020, is a fee-based SEC-registered investment advisor serving individuals, high-net-worth individuals, retirement plans and other institutional clients. The firm generally has no account minimum, though households with $100,000 or less may pay a small annual administrative fee. 

The firm's president and sole owner, Andrew Oster, holds the Certified Financial Planner™ (CFP®) and accredited investment fiduciary (AIF) designations. 

TFG offers discretionary investment management, comprehensive wealth management and stand-alone financial planning and consulting. They assist with investment, retirement, education, insurance and charitable giving strategies. The firm also provides fiduciary retirement plan advisory services, including plan design, participant education and investment oversight.

TFG’s investment philosophy blends fundamental, technical and cyclical methods of analysis to build customized portfolios aligned with each client’s goals, risk tolerance and time horizon. Portfolios typically hold individual stocks, bonds, mutual funds and ETFs, with flexibility to retain legacy positions when appropriate. Their approach is primarily focused on the long-term, but they may make shorter-term trades for rebalancing, risk management or market opportunities. Asset allocation and diversification are key principles, with investments selected through an internal due diligence process.