Top Financial Advisors in Oklahoma

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Capital Advisors, a fee-only firm based in Tulsa, is the top-rated financial advisory practice in the state, according to our methodology. The firm serves both non-high-net-worth and high-net-worth individuals, as well as other investment companies, pension and profit-sharing plans, charitable organizations and corporations. A majority of the firm's assets under management (AUM) is concentrated in the accounts of high-net-worth individuals. 

Capital Advisors offers comprehensive investment advisory services, combining customized portfolio management with tailored financial planning. Services include asset allocation, strategy implementation, portfolio monitoring and financial education, with access to third-party sub-advisors when appropriate. Capital Advisors also manages the Capital Advisors Growth Fund (CIAOX) as an alternative for specific clients, provides financial planning across various areas, and offers tax consulting services (excluding tax preparation).

Capital Advisors creates an individual investment plan for each client. It doesn’t have a pre-planned menu of portfolios or a “one-size-fits-all” method. The firm states in its Form ADV brochure that client strategies are based on specific investment objectives, risk tolerance, time horizon and life goals.

In order to help manage risk, the firm combines fundamental analysis with quantitative disciplines, and adjusts risk profiles for client portfoilos by tracking objective marketers for valuation, trend and risk in markets. Additionally, it screens approximately 1,000 stocks weekly to search for markers for low valuation and near-term positive change. The firm has seven core portfolio strategies that serve as the "building blocks" of individual clients' portfolios.

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Tom Johnson Investment Management (TJIM) works with thousands of individual clients, both above and below the high-net-worth mark, as well as pension and profit-sharing plans, charitable organizations and corporations. Tom Johnson does not have a specific minimum investment requirement. As a fee-only practice, TJIM advisors do not sell financial products and services for additional compensation. 

The firm offers direct investment management, as well as wrap fee programs and model portfolios. The firm's offerings include asset allocation, security selection, risk management and reporting, alongside specialized financial planning for tax, retirement and income strategies.

TJIM employs a conservative and disciplined investment strategy focusing on capital preservation, risk management, and diversification. Equity strategies prioritize high-quality securities with favorable valuation metrics, emphasizing risk-adjusted returns over market cycles. Fixed income portfolios balance yield, duration, and quality, targeting A-rated or higher securities. TJIM also offers diversified stock income portfolios for steady dividend growth and balanced strategies combining equities and bonds for reduced volatility. For unique client needs, they provide tailored asset allocation using ETFs. 

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Trinity Strategic Wealth is the doing-business-as name of Tulsa Wealth Advisors, Inc., a fee-based advisory firm headquartered in Tulsa, Oklahoma, with an additional office in Enid. The firm works with individuals and high-net-worth individuals, as well as business owners and executives, family offices, trusts, estates, private foundations and qualified retirement plans. Trinity generally requires a minimum initial portfolio size of $25,000 for wrap fee program accounts, though it may waive this minimum at its discretion.

The firm's core services include investment management, financial planning, external manager selection and monitoring, business owner and executive planning, values-based investing, Medicare consulting and insurance-related services. Financial planning services may cover retirement planning, education planning, estate and trust planning, cash flow planning, tax planning and insurance needs analysis. The firm does not provide tax or legal advice directly.

Fees include asset-based advisory fees and fixed financial planning fees. Because Trinity is a fee-based firm, certain advisory persons may receive commissions from insurance products or securities transactions through Cabot Lodge Securities LLC. This creates a potential conflict of interest; however, the firm is a fiduciary, making it legally obligated to act in the best interests of clients.

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Plan Group Financial is a fee-based firm that serves mostly non-high-net-worth individuals, but works with some high-net-worth clients, as well. There is no minimum account size at the firm and fees are generally based on a percentage of assets under management.

The firm's core services are investment management and financial consulting. More specifically, their investment management services include creating tailored investment policy statements, managing portfolios with discretionary authority and utilizing third-party managers when appropriate. Financial consulting covers various topics, such as risk management and financial planning, with ancillary services available for real estate, business or legacy planning.

Plan Group has developed and implements a number of model portfolios assigned to clients depending on their individual goals, risk tolerance and time horizon. Most clients are placed in a model portfolio, although the firm can offer more customized advisory services in one-off scenarios. 

Generally the firm employs fundamental and technical analysis to inform its strategic decision. Portfolios are generally made up of exchange-traded funds (ETFs), mutual funds and individual stock investments. Cash holdings, some options and non-traded securities make up the rest of the investments.

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Gaddis Premier Wealth Advisors, LLC is an SEC-registered, fee-based financial advisor firm based in Durant, Oklahoma. The firm also has an office in Denison, Texas. It serves individuals, high-net-worth individuals, trusts, estates and businesses. There is no minimum account size requirement to be a client.

The firm's core services are wealth management, investment management and financial planning. Its wealth management services combine financial planning with discretionary portfolio management. Financial planning may cover investment planning, retirement planning, personal savings, education savings, insurance needs and other financial topics.

Gaddis Premier Wealth Advisors also provides retirement account advisory services for ERISA plans and IRAs, including rollover-related advice. The firm may recommend external investment managers in limited cases.

As a fee-based firm, certain advisory persons may receive commissions through broker-dealer and insurance affiliations in addition to advisory and financial planning fees. However, as it is a registered fiduciary, it is legally obligated to act in the best interests of clients at all times.

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Melia Wealth, founded in 2007, is a registered investment advisor that provides investment management and financial planning services. The firm works with individuals, high-net-worth individuals and families, trusts, retirement plans, corporations and charitable foundations. As a fee-based advisory firm, certain investment advisor representatives may receive insurance commissions in their individual capacities, which creates potential conflicts of interest. However, the firm is required to act in clients' best interests as a fiduciary.

Melia Wealth typically requires a minimum account size of $100,000 for advisory accounts. The firm offers discretionary investment management, legacy management, financial planning, consulting services, estate planning facilitation through a third-party provider and retirement plan fiduciary and non-fiduciary services. Financial planning may address investment planning, retirement planning, insurance planning, tax planning, education planning, portfolio review, Social Security analysis, Medicare planning and IRA management.

Melia Wealth generally builds portfolios around a long-term, strategic asset allocation, meaning it sets a target mix of investments based on each client’s goals, risk tolerance and time horizon. The firm may also make shorter-term adjustments when market conditions change, use value investing to look for investments it believes are undervalued and hold cash or cash-like investments when appropriate. Melia Wealth may also provide socially responsible, ESG or impact investing options for clients who want their portfolios to reflect specific preferences.

Client portfolios are managed on a discretionary basis and may be tailored to individual goals, risk tolerance and financial circumstances. The firm manages all reported regulatory assets on a discretionary basis.

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FourPath Capital Management serves retail investors (individuals and families), with a stated household account minimum of $1,000,000 to open an investment management relationship (no ongoing minimum to maintain). The firm is SEC-registered as an investment adviser. 

Its core services include ongoing investment management (typically on a discretionary basis), a wrap-fee investment program, wealth management, and standalone financial planning and consulting. For managed accounts, the firm provides ongoing advice and monitoring; for planning/consulting engagements, FourPath delivers advice on goals, balance sheet, tax planning, risk management, retirement and cash-flow needs, but does not monitor investments or exercise discretion unless separately engaged.

Fees for investment/wealth management are charged as a percentage of assets under management and are assessed quarterly in advance. Financial planning and consulting are billed either hourly or as a flat fee (often with a retainer up front), and implementation of any recommendations is billed separately if you choose ongoing advisory services.

In constructing and managing portfolios, FourPath operates with open architecture, its recommendations are not limited to proprietary products, and provides continuous monitoring for managed accounts. The firm also discloses typical adviser/custodian “soft-dollar” style benefits such as research, technology, service provider discounts that can create incentives when selecting or recommending custodians; FourPath notes these as conflicts to consider.

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Sutterfield Financial Group is a fee-based financial advisory firm based in Bartlesville, Oklahoma. The firm has been an independent registered investment adviser since April 2002 and serves individuals, families, businesses, pension and profit-sharing plans, charitable organizations and financial advisors. There is no stated minimum fee or minimum portfolio value to start and maintain an investment management relationship.

The firm’s core services include investment management, financial planning and consulting. More specifically, Sutterfield Financial Group provides retirement planning, education planning, estate planning, business planning, tax planning, accounting services, insurance planning, retirement plan consulting, risk management, cash flow and debt management, charitable giving strategies and portfolio analysis. The firm also offers captive insurance consulting and management, business valuation and, when applicable, securities brokerage services through affiliated registered representatives and insurance product recommendations through licensed insurance agents.

As a fee-based firm, certain supervised persons may receive commissions from brokerage or insurance-related activities in addition to advisory fees. However, Sutterfield is still a registered fiduciary, making it legally obligated to act in its clients' best interests. 

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Tulsa's Gibraltar Capital Management is a fee-only firm based in Tulsa. It works with both non-high-net-worth and high-net-worth clients, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations and corporations.

The minimum account size required is $500,000. The fees for wealth management are based on a percentage of assets under management, and advisors do not earn commissions for selling products to customers. 

Active management is at the heart of Gibraltar Capital Management’s investment strategy. The firm believes that there are ways to find catalysts in the market that will create value for customers. It isn’t a market-timing operation, though, as sometimes advisors will hold stocks for years in client portfolios.

Low-expectation stocks are key to the firm’s strategy as well. The firm believes that bad news won’t create big dips for these securities while good news could create an even bigger potential reward.

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Cadent Capital Advisors, LLC is a fee-based advisory firm based in Tulsa, Oklahoma, with an additional office in Oklahoma City. The firm works with individuals, high-net-worth individuals, trusts, estates and families, as well as charitable organizations, foundations, small businesses, pension and retirement plans, and broker-dealers. There is no minimum account size requirement to be a client. As a fee-based firm, some advisors may receive commissions in addition to advisory fees, which can create a potential conflict of interest.

The firm’s services include portfolio management, investment consulting, financial planning, divorce financial planning and retirement plan consulting. Planning services may cover tax planning, estate planning and education planning, depending on the client’s needs. Cadent Capital Advisors also provides selection of other advisers, subadviser services and advisory services to brokerage customers.

Fees generally include asset-based fees, hourly planning fees and retirement plan consulting fees, depending on the service provided. The firm reports $785.8 million in total assets under management and 11 employees performing investment advisory functions.