AUM per client for Multi-team firms serving clients in Oklahoma

Multi-team firms active in Oklahoma 124 firms

Very Low $2.4K-$310K

Low $310K-$370K

Typical $370K-$550K

High $550K-$1.3M

Very High $1.3M-$2M

5th 20th 40th 60th 80th 95th

Median: $440K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Retirement Planners of America	High $630K	$3.6B	5,625	20%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Cornerstone Wealth Management, LLC	Typical $390K	$4.8B	12,454	28%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Mariner Advisor Network	High $580K	$9.3B	16,100	14%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Impact Partnership Wealth, LLC	Typical $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Sunbelt Securities, Inc.	Typical $370K	$1.9B	5,261	13%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
CG Advisory Services	High $580K	$2.8B	4,898	14%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dynamic	High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
LexAurum Advisors	High $570K	$1.2B	2,189	15%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
MONECO Advisors	High $800K	$2.2B	2,781	27%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Sowell Management	High $680K	$4.3B	6,280	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Typical $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Venturi Private Wealth	Very High $4.5M	$3.1B	687	59%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
Prevail Innovative Wealth Advisors, LLC	High $840K	$660M	788	21%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Frost Investment Services	High $710K	$2.1B	3,019	18%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	High $1M	$650M	621	25%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support