HNW client percentage for Team firms serving clients in Oklahoma

Team firms active in Oklahoma 91 firms

Very Low 2%-11%

Low 11%-17%

Typical 17%-28%

High 28%-45%

Very High 45%-74%

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

Median: 25%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
TBG-Bedford Group LLC	—	—	—	—
Cornerstone Advisors LLC	High 29%	17	58	$4.8M
Bull Harbor Capital LLC.	High 30%	128	421	$840K
Leonard Investment Advisors Inc.	High 34%	37	110	$840K
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Capital Synergy Partners	High 34%	114	331	$310K
Allegiant Wealth Advisors, LLC	Very High 100%	34	34	$28M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Ameritrust Investment Advisors Inc	Low 13%	15	116	$290K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Feltl Advisors	Very Low 0%	—	395	$390K
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
EverPar Advisors LLC	Very High 56%	140	250	$2.2M
Gibraltar Capital Management, Inc.	Very High 48%	240	505	$2.2M
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
OFG Financial Services, Inc.	Very Low 0%	—	850	$250K
Private Client Advisor Group, LLC	Typical 27%	52	190	$580K
Castlepoint Wealth Advisors	Very High 55%	152	277	$2.5M
Jackson Hole Capital Partners, LLC	Very High 80%	112	140	$6.8M
Burkholder Wealth Management	Very High 57%	152	266	$1.4M
The Legacy Financial Group, Inc.	Very High 50%	157	317	$1.9M
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Second Line Capital, LLC	Typical 25%	277	1,127	$590K
Autumn Glory Partners, LLC	Very High 74%	35	47	$13M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Blue Jean Financial LLC	Very Low 8%	29	385	$350K
Signal Securities, Inc.	High 29%	326	1,137	$600K
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Total Wealth Planning and Management, Inc.	Low 16%	66	412	$580K
Pinion Wealth Management, LLC	Typical 24%	105	431	$900K
Cadent Capital Advisors, LLC	Typical 25%	152	602	$1.3M
Vault Wealth	Low 13%	37	275	$220K
Transcendent Capital Group	Low 14%	71	506	$710K
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
DAI Wealth, LLC	High 44%	643	1,466	$200K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Scissortail Wealth Management, LLC	Low 15%	72	475	$1.2M
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
HoganTaylor Wealth	High 43%	164	379	$1.5M
Uniting Wealth Partners	Very High 78%	651	830	$960K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Cirrus Capital LLC	Low 11%	36	330	$500K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Access Financial Resources Inc.	Typical 19%	89	472	$470K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Warburton Capital Management, LLC	High 38%	158	416	$1.6M
Sustainable Advisors Alliance LLC	Typical 17%	94	559	$410K
Rebalance LLC	High 31%	197	636	$2.8M
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
Council Oak Wealth Advisors	High 32%	117	370	$1.4M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Vista Investment Partners LLC	Typical 26%	118	452	$1.2M
Pinnacle Investment Advisors	High 28%	128	458	$750K
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
J M Brown Financial Partners	Very High 74%	372	501	$400K
Oath Planning, LLC	Low 12%	58	502	$570K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Andrew Garrett, Inc.	Very High 45%	504	1,118	$390K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Curran Financial Partners, LLC	Very Low 9%	115	1,314	$500K
The Advisory Resource Group, LLC	Typical 21%	147	709	$1.3M
Rhodes Investment Advisors, Inc.	Very Low 0%	—	799	$370K
Probity Advisors, Inc.	High 28%	152	543	$1.2M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Stephens Group Asset Management, LLC	Very High 56%	111	200	$6.6M
Trinity Strategic Wealth	Very Low 10%	175	1,735	$840K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Advisers Investment Management, Inc.	Very Low 3%	19	572	$180K
Westside Investment Management, LLC	High 44%	365	839	$910K
United Advisors America	Very Low 2%	57	2,809	$160K
Fourpath Capital Management, LLC	High 28%	212	769	$1.1M
Alliance Wealth Management Partners LLC	Low 16%	112	706	$310K
Sutterfield Financial Group, Inc.	Very Low 5%	45	989	$180K
Drawbridge Capital	High 37%	359	972	$230K
Retirement Investment Advisors Inc	High 29%	403	1,399	$1M
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Gaddis Premier Wealth Advisors LLC	Low 15%	218	1,458	$250K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Oasis Advisors	Very Low 1%	27	4,987	$54K
Melia Wealth LLC	Low 13%	148	1,163	$480K
Forge Financial	Typical 23%	1,057	4,674	$310K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Talon LLC	Very Low 5%	98	1,921	$550K
Tom Johnson Investment Management, LLC	Typical 25%	1,333	5,437	$270K

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