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Start your Watchlist175 investment advisory firms are registered with a main office in Oklahoma, together advising $99B for 52,393 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Oklahoma City · SEC-registered
|
$23.0B | 130 | 16 | Clean |
| 2 |
Tulsa · SEC-registered
|
$15.2B | 3 | 47 | Flagged |
| 3 |
Tulsa · SEC-registered
|
$7.4B | 3,311 | 69 | Clean |
| 4 |
Oklahoma City · SEC-registered
|
$5.9B | - | 17 | Clean |
| 5 |
Oklahoma City · SEC-registered
|
$3.4B | 5 | 22 | Clean |
| 6 |
Bartlesville · SEC-registered
|
$3.3B | 25 | 17 | Clean |
| 7 |
Tulsa · SEC-registered
|
$3.0B | 8 | 23 | Clean |
| 8 |
Oklahoma City · SEC-registered
|
$2.1B | 5 | 82 | Clean |
| 9 |
Oklahoma City · SEC-registered
|
$1.6B | 5,631 | 11 | Clean |
| 10 |
Tulsa · SEC-registered
|
$1.5B | 1,763 | 27 | Clean |
| 11 |
Oklahoma City · SEC-registered
|
$1.5B | 1,431 | 15 | Flagged |
| 12 |
Edmond · SEC-registered
|
$1.5B | 4,683 | 15 | Clean |
| 13 |
Tulsa · SEC-registered
|
$1.3B | 529 | 31 | Clean |
| 14 |
Tulsa · SEC-registered
|
$1.3B | 5 | 6 | Clean |
| 15 |
Tulsa · SEC-registered
|
$1.2B | 34 | 3 | Clean |
| 16 |
Oklahoma City · SEC-registered
|
$1.1B | 821 | 6 | Clean |
| 17 |
Tulsa · SEC-registered
|
$1.1B | 3,334 | 165 | Flagged |
| 18 |
Tulsa · SEC-registered
|
$926.6M | 709 | 13 | Clean |
| 19 |
Oklahoma City · SEC-registered
|
$893.2M | 10 | 21 | Clean |
| 20 |
Tulsa · SEC-registered
|
$786.6M | 437 | 7 | Clean |
| 21 |
Tulsa · SEC-registered
|
$785.8M | 654 | 15 | Flagged |
| 22 |
Oklahoma City · SEC-registered
|
$751.4M | 283 | 10 | Clean |
| 23 |
Oklahoma City · SEC-registered
|
$690.3M | 1,221 | 29 | Clean |
| 24 |
Tulsa · SEC-registered
|
$649.9M | 47 | 3 | Clean |
| 25 |
Oklahoma City · SEC-registered
|
$610.6M | 479 | 9 | Flagged |
| 26 |
Tulsa · SEC-registered
|
$592.8M | 385 | 10 | Clean |
| 27 |
Tulsa · SEC-registered
|
$590.7M | 317 | 9 | Clean |
| 28 |
Oklahoma City · SEC-registered
|
$588.2M | 8 | 10 | Clean |
| 29 |
Tulsa · SEC-registered
|
$587.8M | 250 | 9 | Clean |
| 30 |
Tulsa · SEC-registered
|
$568.2M | 485 | 13 | Clean |
| 31 |
Tulsa · SEC-registered
|
$560.1M | 1,164 | 7 | Clean |
| 32 |
Tulsa · SEC-registered
|
$541.2M | 126 | 14 | Clean |
| 33 |
Tulsa · SEC-registered
|
$529.4M | 378 | 6 | Clean |
| 34 |
Tulsa · SEC-registered
|
$508.3M | 496 | 7 | Clean |
| 35 |
Oklahoma City · SEC-registered
|
$449.9M | 225 | 4 | Clean |
| 36 |
Oklahoma City · SEC-registered
|
$410.6M | 644 | 9 | Flagged |
| 37 |
Tulsa · SEC-registered
|
$379.9M | 268 | 8 | Clean |
| 38 |
Tulsa · SEC-registered
|
$371.5M | 404 | 4 | Clean |
| 39 |
Durant · SEC-registered
|
$368.5M | 1,460 | 16 | Clean |
| 40 |
Edmond · SEC-registered
|
$360.7M | 510 | 11 | Clean |
| 41 |
Tulsa · SEC-registered
|
$356.3M | 175 | 6 | Clean |
| 42 |
Ardmore · SEC-registered
|
$318.3M | 717 | 5 | Clean |
| 43 |
Edmond · SEC-registered
|
$306.2M | 31 | 6 | Clean |
| 44 |
Tulsa · SEC-registered
|
$284.7M | 502 | 8 | Clean |
| 45 |
Bartlesville · SEC-registered
|
$274.4M | 1,129 | 32 | Clean |
| 46 |
Oklahoma City · SEC-registered
|
$258.7M | 313 | 5 | Clean |
| 47 |
Oklahoma City · SEC-registered
|
$252.4M | 5 | 20 | Clean |
| 48 |
Oklahoma City · SEC-registered
|
$251.0M | 399 | 3 | Clean |
| 49 |
Oklahoma City · SEC-registered
|
$250.4M | 416 | 4 | Clean |
| 50 |
Oklahoma City · SEC-registered
|
$250.0M | 163 | 4 | Clean |
| 51 |
Tulsa · SEC-registered
|
$240.8M | - | 2 | Clean |
| 52 |
Edmond · SEC-registered
|
$238.4M | 70 | 8 | Clean |
| 53 |
Tulsa · SEC-registered
|
$234.8M | 559 | 8 | Clean |
| 54 |
Oklahoma City · SEC-registered
|
$233.6M | 690 | 4 | Clean |
| 55 |
Tulsa · SEC-registered
|
$224.6M | 979 | 10 | Flagged |
| 56 |
Oklahoma City · SEC-registered
|
$221.3M | 101 | 1 | Clean |
| 57 |
Edmond · SEC-registered
|
$220.5M | 808 | 6 | Clean |
| 58 |
Tulsa · SEC-registered
|
$219.1M | 188 | 5 | Clean |
| 59 |
Bethany · SEC-registered
|
$202.4M | 1,440 | 5 | Clean |
| 60 |
Tulsa · SEC-registered
|
$202.1M | 501 | 7 | Clean |
| 61 |
Oklahoma City · SEC-registered
|
$187.7M | 602 | 10 | Clean |
| 62 |
Tulsa · SEC-registered
|
$182.5M | 282 | 8 | Clean |
| 63 |
Oklahoma City · SEC-registered
|
$176.0M | 100 | 2 | Clean |
| 64 |
Tulsa · SEC-registered
|
$174.8M | 103 | 3 | Clean |
| 65 |
Tulsa · SEC-registered
|
$174.8M | 263 | 3 | Clean |
| 66 |
Oklahoma City · SEC-registered
|
$173.8M | 89 | 1 | Clean |
| 67 |
Bixby · SEC-registered
|
$171.3M | 160 | 3 | Clean |
| 68 |
Oklahoma City · SEC-registered
|
$170.1M | 399 | 6 | Flagged |
| 69 |
Bethany · SEC-registered
|
$167.1M | 264 | 2 | Clean |
| 70 |
Bartlesville · SEC-registered
|
$163.1M | 197 | 5 | Clean |
| 71 |
Oklahoma City · SEC-registered
|
$162.4M | 242 | 3 | Clean |
| 72 |
Tulsa · SEC-registered
|
$137.5M | 84 | 4 | Clean |
| 73 |
Bartlesville · SEC-registered
|
$135.4M | 166 | 3 | Clean |
| 74 |
Tulsa · State-registered
|
$134.4M | 132 | 2 | Clean |
| 75 |
Oklahoma City · SEC-registered
|
$120.8M | 153 | 5 | Clean |
| 76 |
Tulsa · SEC-registered
|
$120.6M | 37 | 5 | Clean |
| 77 |
Mcalester · SEC-registered
|
$119.0M | 231 | 10 | Clean |
| 78 |
Edmond · SEC-registered
|
$113.1M | 166 | 3 | Clean |
| 79 |
Oklahoma City · SEC-registered
|
$108.5M | 102 | 1 | Clean |
| 80 |
Oklahoma City · State-registered
|
$95.7M | 113 | 6 | Flagged |
| 81 |
Edmond · State-registered
|
$95.3M | 171 | 3 | Flagged |
| 82 |
Bartlesville · SEC-registered
|
$90.3M | 445 | 1 | Clean |
| 83 |
Tulsa · State-registered
|
$87.6M | 76 | 4 | Clean |
| 84 |
Tulsa · State-registered
|
$86.8M | 37 | 3 | Clean |
| 85 |
Clinton · State-registered
|
$86.8M | 289 | 4 | Clean |
| 86 |
Edmond · State-registered
|
$84.6M | 80 | 2 | Clean |
| 87 |
Tulsa · State-registered
|
$81.7M | 102 | 2 | Clean |
| 88 |
Tulsa · State-registered
|
$79.5M | 84 | 5 | Clean |
| 89 |
Tulsa · State-registered
|
$75.7M | 83 | 2 | Clean |
| 90 |
Edmond · State-registered
|
$73.0M | 249 | 2 | Clean |
| 91 |
Oklahoma City · State-registered
|
$67.2M | 136 | 2 | Clean |
| 92 |
Bartlesville · State-registered
|
$66.8M | 221 | 3 | Clean |
| 93 |
Edmond · State-registered
|
$66.1M | 262 | 2 | Clean |
| 94 |
Tulsa · State-registered
|
$65.6M | 15 | 1 | Clean |
| 95 |
Tulsa · State-registered
|
$62.9M | 66 | 2 | Clean |
| 96 |
Oklahoma City · State-registered
|
$61.4M | 282 | 6 | Clean |
| 97 |
Edmond · State-registered
|
$59.7M | 183 | 4 | Clean |
| 98 |
Oklahoma City · State-registered
|
$58.9M | 150 | 1 | Clean |
| 99 |
Oklahoma City · SEC-registered
|
$55.9M | 1 | 2 | Clean |
| 100 |
Ponca City · State-registered
|
$55.8M | 84 | 3 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Oklahoma by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.