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 $5.5 billion in 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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Full Sail Capital is a fee-only financial advisor firm that works with both non-high-net-worth and high-net worth individuals, as well as charities, pensions, profit-sharing plans, governments and businesses. Full Sail offers wealth management, financial planning, retirement planning, estate planning, education planning, tax planning and cash flow planning. Most accounts are managed on a discretionary basis.

Fees are based on a percentage of assets under management (AUM) and the advisors do not earn commissions for selling insurance or securities. You'll need a minimum of $1 million to open an account with this firm.

Full Sail Capital uses a goals-based portfolio management style and works with clients individually to develop plans that work for them.Using mean-variance optimization (MVO), Full Sail constructs diversified portfolios incorporating individual stocks, bonds, mutual funds, ETFs and alternative investments like private equity and real estate.

Sub-portfolios may be created for multiple client goals, ranging from conservative strategies for immediate needs to aggressive allocations for long-term growth or legacy planning. Full Sail also leverages independent managers for certain assets, ensuring due diligence while relying on their expertise. The approach emphasizes personalized, fundamental investment decisions within a diversified framework.

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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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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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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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Jackson Hole Capital Partners (JHCP) in Tulsa works with individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, family offices and trusts. This firm operates on a fee-only basis, meaning advisors are compensated solely by the fees that advisory clients pay – not sale commissions from third parties.

JHCP’s services include portfolio management, financial planning, asset allocation, investment selection and monitoring, performance reporting and coordination with tax and estate planning professionals. As referenced above, the firm also manages private investment funds through their affiliated entity, Jackson Hole Investment Partners (JHIP), which operates pooled investment vehicles for accredited and qualified investors.

JHCP employs a multifaceted investment approach that includes diversification across both value and growth styles, as well as international exposure through ADRs and global markets. The firm focuses on income generation and makes tactical asset allocation decisions.

The firm's investment portfolio is diverse, featuring a range of assets from individual stocks across all market caps to structured credit and high-yield/distressed securities. Investments also include preferred stocks, bank debt, dividend-paying stocks, and various types of bonds. Real estate investment trusts, managed futures and global macro-focused funds are part of the mix, along with a broad selection of funds including ETFs, mutual funds, hedge funds, private equity funds and venture funds.

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Warburton Capital Management is a fee-only firm headquarted in Tulsa. It primarily serves high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations. As a fee only firm, Warburton advisors do not collect commissions from vendors such as mutual fund companies. Instead, advisors only receive fees from clients.

There is no minimum account size requirement to be a client. The firm charges an asset-based fee for asset management services. For clients who receive personalized wealth management, there is no additional charge for the creation fo a finanical plan. Warburton's comprehensive wealth management services include investment counseling, relationship management and advanced planning, which encompasses charitable giving and wealth transfer.

Warburton Capital Management's investment methodology, which it describes as a "buy, hold and rebalance, passive methodology," is based on academic research. The firm does not believe in timing the market or what it describes as "clever stock selection," instead relying on asset allocation. Warburton believes that asset allocation is the primary driver of portfolio performance and that, in general, the markets are efficient and assets are fairly priced. Warburton relies on diversification to minimize risk.

As indicated by its extensive wealth management process, Warburton will create personal investment policies for each of its clients and, subsequently, a portfolio based on that policy. However, the firm generally uses one of its core models of investment assets for clients, as it says most clients fall within those parameters. The firm's core models feature varying allocations of mutual funds, which hold stocks, bonds, cash and real estate investment trusts.

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Scissortail Wealth Management in Tulsa is a fee-based advisory firm that primarily works with individual clients above and below the high-net-worth threshold. The firm also serves some charitable organizations, corporations and businesses.

Services provided by the firm encompass general cash flow planning, retirement planning, and insurance analysis. Additionally, Scissortail has a wrap fee program that consolidates money management fees, transaction costs, and custodial and administrative expenses into a single annual fee.

Scissortail employs a variety of investment strategies, including charting analysis to forecast market trends based on historical price and volume data. The firm engages in both long-term and short-term purchase strategies, recognizing the potential for significant gains as well as the risks of market downturns.

The firm's investment portfolio is diverse, encompassing equity securities, warrants and a range of debt instruments including corporate debt securities and commercial paper. Additionally, Scissortail invests in certificates of deposit, municipal securities, variable life insurance and variable annuities. Offerings also include mutual fund shares, U.S. government securities, options contracts, and money market funds. Real estate investments are made through direct real estate holdings, real estate investment trusts (REITs) and partnerships in real estate as well as oil and gas sectors.

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Pinnacle Investment Advisors is an SEC-registered, fee-based RIA serving individuals, families, trusts and estates, foundations/charities, corporations, and retirement plans. Services center on ongoing portfolio management, typically on a discretionary basis, plus financial planning and consulting. Pinnacle tailors allocations to a client’s objectives, time horizon, income needs, and risk tolerance, and keeps up a regular dialogue with clients about goals and constraints.

Fees are primarily asset-based and billed quarterly in arrears. Most strategies carry a stated annual advisory fee of 0.50%; the Convertible/High-Yield strategy is 0.75%, and Small Cap Value is 1.00%. Pinnacle notes fees may be negotiated, that accounts terminated mid-quarter pay pro-rata through the termination date, and that clients may also bear underlying fund or custodial/trading costs when applicable. The firm also offers à-la-carte planning/consulting at $250/hour.

Portfolio construction is built around proprietary, internally managed strategies using primarily individual securities to keep ongoing product costs low (i.e., limited reliance on mutual funds/ETFs). Research and security selection are led by the CIO and investment team, with defined policy guidelines for each asset class, ongoing idea generation, duration/credit targets in fixed income, and fundamental analysis for equity/high-yield positions.