Top Financial Advisors in Oklahoma

Find an Advisor

Exencial Wealth Advisors is a fee-based firm headquartered in Oklahoma City. In addition to fees, advisors may earn commissions for the sale of insurance products. However, as a fiduciary, it must make decisions in the best interest of the client. 

This is the top-ranking firm on SmartAsset’s list of the top financial advisor firms in Oklahoma City. Its advisory staff includes certified financial planners (CFPs), certified public accountants (CPAs) and other financial certified advisors.

The firm’s client base is made up of non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, state or local municipal clients, insurance companies and corporations. 

There is no specified minimum account size. But a minimum annual fee of $2,500 may make it impractical for clients with less than $250,000 to invest.

Exencial Wealth Advisors Background

This firm was formerly known as Burns Advisory Group, which was founded in 2002. It would become Excencial Wealth Advisors in 2011 when it merged with Executive Financial Group. It is owned by Burns Wealth Management, a company based in Oklahoma City. In addition to its Oklahoma City headquarters, Exencial Wealth Advisors has offices in Texas, Connecticut, California, North Carolina and Ohio. 

Services offered by the firm include retirement planning, tax planning, estate planning and debt management. It can also help clients prepare for charitable giving.

Exencial Wealth Advisors Investment Strategy

Exencial Wealth Advisors attempts to create an individualized investment strategy for each client. These are based on the client's specific personal needs and financial situation. The advisor considers everything from taxes to insurance to estate planning needs to come up with the right plan for each investor.

Asset classes used by the firm include individual securities, fixed income securities, mutual funds, ETFs, private investments and cash.

Find an Advisor

Capital Advisors, Inc. is a fee-only firm that is based in Tulsa. It is also ranked on SmartAsset’s list of the top Tulsa financial advisor firms. 

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.

The Capital Advisors team holds multiple certifications, including chartered financial analysts (CFAs), certified financial planners (CFPs) and other certified professionals.

The firm imposes a $250,000 account minimum for clients. But Capital Advisors indicates in its brochure that this requirement can be negotiable or waived for clients referred under various Wrap Fee Programs.

Capital Advisors Background

Capital Advisors was founded in 1978. It is owned by Keith Goddard via Keith C. Goddard Revocable Trust and G. (Andy) Brown via The George Anderson Brown Revocable Trust.

Services offered by Capital Advisors include commentary during volatile market times, individualized investment reports for each client, retirement planning, tax planning and insurance.

Capital Advisors Investment Strategy

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 says in its 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. 

Find an Advisor

Tom Johnson’s Investment Management is a fee-only firm based in Oklahoma City. It employs a small team of advisors that includes several chartered financial analysts (CFAs).

The firm works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations.

Tom Johnson’s does not have a specific minimum investment requirement.

Tom Johnson Investment Management Background

Tom Johnson Investment Management was founded in 1983 by a group of people who had worked together in the trust department of another bank. In 1992, the firm was sold to United Asset Management, which in 2000 was purchased by Old Mutual. In 2003, one of the firm’s principals, Richard H. Parry, bought the firm back. Parry also works at the firm as the president and chief investment officer.

Services offered by the firm include retirement services and portfolio reporting. In 2016, the firm was named Fixed Income Manager of the Year by Investment Advisor Magazine and Envestnet.

Tom Johnson Investment Management Strategy

Tom Johnson Investment Management prides itself on having a conservative investing philosophy. It manages risk by using no derivatives and no leverage, and by limiting exposure to any one sector of the economy. Investments commonly used in client portfolios include stocks, mutual funds and ETFs.

Find an Advisor

Full Sail Capital, LLC 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.

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 Background 

Full Sail Capital was founded in 2018 and registered as an advisor that same year. David Stanley, Zachary Reynolds and Scott Cravens are the firm's principal owners. Reynolds serves as chief investment officer (CIO), Stanley serves as chief executive officer (CEO) and Cravens is chief operating officer (COO).

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.

Full Sail Capital Investment Strategy

Full Sail Capital uses a goals-based portfolio management style and works with clients individually to develop plans that work for them.

Advisors use mean-variance optimization to create diversified and efficient portfolios. They typically use such investments as stocks, bonds, mutual funds, exchange-traded funds (ETFs) and alternative investments.

Find an Advisor

Vista Investment Partners is a fee-based firm in Oklahoma City. In addition to fees, advisors may earn a commission on insurance products they sell clients. The firm is still a fiduciary, however, which means it must make decisions in the best interest of the client. 

The team of advisors holds multiple certifications as certified financial planners (CFPs).

The firm works primarily with individuals, though it does have a good number of high-net-worth individual clients. It also advises some pension and profit-sharing plans, as well as corporations.

There is an investment minimum of $1 million.

Vista Investment Partners Background

Vista Investment Partners was founded in 2016 and became a registered investment advisor in 2017. The firm is principally owned by Ronald Richardson, who also serves as the company’s senior portfolio manager and managing director. In addition to its headquarters in Oklahoma City, the firm has an office in Indiana.

Services the firm offers include portfolio management, retirement planning, risk management, tax planning and wealth transfer. It also publishes newsletters and has a suite of tools available to help clients make financial decisions. 

Vista Investment Partners Investment Strategy

Vista Investment Partners’ process starts with a conversation with each potential client that’s focused more on their life and personal situation than on their finances. From there, a strategy is formed for each client and their family.

Generally, the advisors prefer a balanced approach. A split between fixed-income investments and growth investments is the standard. On the growth side of the portfolio, assets are distributed between large-cap, mid-cap, small-cap and international investments. The firm also has a “growth of income” portfolio that’s designed to provide consistent income while also creating moderate growth.

Find an Advisor

Tulsa's Gibraltar Capital Management is a fee-only firm. The firm's advisory staff includes chartered financial analysts (CFAs) and certified financial planners (CFPs).

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. 

Gibraltar Capital Management Background 

James Redman and McCrary “Mac” Lowe formed Gibraltar Capital Management in 2002. They both remain the principals of the firm.

Gibraltar’s services include:

• Investment advising
• Business consulting
• Financial planning
• Tax planning
• Bookkeeping
• Banking management
• Philanthropy support
• Estate planning

Gibraltar Capital Management Investment Strategy

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.

Find an Advisor

Bridgecreek Investment Management, LLC is a fee-only firm based in Tulsa. The advisory team holds certifications as chartered wealth managers (CWMs) and certified investment management analysts (CIMAs).

The firm works with high-net-worth individuals. A minimum investment of $1.5 million is required to open or maintain an account.

Bridgecreek Investment Management Background

Bridgecreek Investment Management was founded in 2004. The primary owners are L. Charles Fuller and Brian G. Carney, who are also advisors working at the firm. Both of the advisors have been involved in investment management for more than 20 years. Fuller was named one of the Top 1,200 Financial Advisors in the United States by Barron’s in 2017. Carney received the same honor in 2015.

Services offered by the firm include a no-cost consultation, tax efficiency and individual portfolio assessment. 

Bridgecreek Investment Management Investment Strategy

Balance is the name of the game for Bridgecreek Investment Management. Advisors seek to put together a diverse portfolio for clients that considers taxes and strives for low account loads. 

Clients are invested in a broad variety of investment types. These include both domestic and international equities, corporate bonds, U.S. Treasuries, commodities and real estate. Investments may be made through mutual funds, exchange-traded funds (ETFs) and hedge funds.

Find an Advisor

Plan Group Financial is a fee-based firm that serves mostly non-high-net-worth individuals and some with high-net-worth clients. 

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 Financial Background

Plan Group was founded in 1996 and is principally owned by Douglas Claycomb.

Services offered include investment management and financial consulting.

Plan Group Financial Investment Strategy

Plan Group has developed and implements a number of model portfolios assigned to clients depending on their individual goals, risk tolerance and time horizon. 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.

Find an Advisor

HoganTaylor is a fee-only firm that is based in Tulsa and does not make any money from commissions. It gets paid entirely by the client, avoiding any potential conflicts of interest.

The firm services a mix of non-high-net-worth and high-net-worth individuals. It also works with charitable organizations.

There is no account minimum for its services.

HoganTaylor Background

HoganTaylor was established in 2001. It is principally owned by HoganTaylor, LLP, a tax and accounting firm.

Services offered include defined contribution planning, executive planning, insurance consulting, retirement planning and planning for education funding and charitable giving. In addition, HoganTaylor offers tax services, litigation support and risk assurance. It also helps with employee benefit plans and human capital strategies.

HoganTaylor Investing Strategy

Academic research is the bedrock of HoganTaylor’s strategy. The firm believes in creating diverse portfolios that have consistent levels of exposure to various risk factors across the market. It does not engage in risky market predictions, instead focusing on controlling cost, long-term investments and tax efficiency.

Each client’s portfolio is customized based on their goals, life situation, risk tolerance and other outside investments. Typical investments used in client portfolios could include mutual funds, exchange-traded funds (ETFs) and equities.

Find an Advisor

Warburton Capital Management, LLC is a fee-only firm headquarted in Tulsa. It serves both 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 requirement to be a client, but if you create a new account, the firm's associated persons will assist you in establishing the managed accounts at TD Ameritrade where the minimum requirements vary.

Warburton serves a select number of working and retired business owners and professionals. However, it only takes on new clients after they go through an initial discovery process to determine if the firm is truly a right fit.

The advisory team holds multiple certifications as certified financial planners (CFP).

Warburton Capital Management Background

Warburton Capital Management has been a registered investment advisor since 2006. The firm's majority owners are Thomas Warburton, the firm's chairman and director, and Blue Sky Bank, a community bank with locations in Tulsa and Cleveland, Oklahoma. 

The firm takes a team-based approach to managing its clients' finances. Uniquely, the firm also has what it calls a "resource team," which is a team comprised of attorneys, CPAs and insurance professionals who can identify gaps in the financial planning process.

Warburton's comprehensive wealth management services include investment counseling, relationship management and advanced planning, which encompasses charitable giving and wealth transfer.

Warburton Capital Management Investing Philosophy

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.