Top financial advisors in Oklahoma
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Oklahoma when you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. A common pitfall is working with an advisor who applies generic advice without considering Oklahoma's unique economic and tax environment.
- Local market knowledge. Confirm how they incorporate Oklahoma's economic trends and tax laws into your financial plan.
- Experience with diverse client needs. Ask how they tailor strategies for different life stages and financial goals common in Oklahoma.
- Coordination with local professionals. Check if they collaborate with Oklahoma-based accountants or attorneys to align your financial and legal plans.
- Firm size impact. Understand how working with advisors from large firms versus independent practices might affect your service and fees.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Isaiah E
Series 63, Series 66
Tulsa, OK
Eagle Strategies (NY Life)
Isaiah Edison is well-equipped to assist with financial planning in Oklahoma, specializing in retirement income strategies and plans for business owners, backed by 16 years of experience and Series 63 and 66 licenses. Operating within Eagle Strategies, a large firm affiliated with New York Life, he offers diverse fee structures including asset-based, hourly, and subscription options, and serves a broad client base including executives and retirees in Tulsa.
Experience: 16 years
Avg account: $235,446
-
Logan W
Series 66
Oklahoma City, OK
LPL Financial
Logan Wright is equipped to assist with financial planning in Oklahoma, specializing in wealth management, retirement plans for business owners, college savings, and tax-loss harvesting. Operating within LPL Financial, a large firm, he offers flat-fee financial planning and consulting, supported by an in-house research team providing model portfolios, which may appeal to clients seeking structured investment options and diverse service delivery methods.
Experience: 5 years
Avg account: $399,489
-
Jeremy J
Series 66
Tulsa, OK
BOK Financial Securities, Inc.
Jeremy Johnson's 26 years of experience and expertise in wealth management, retirement income strategy, and real estate investing make him well-equipped to address complex financial needs in Oklahoma. Based in Tulsa with BOK Financial Securities, he offers flat-fee and asset-based fee structures, serving a diverse client base including high-net-worth individuals and institutions, which may provide broader resources compared to smaller independent advisors.
Experience: 27 years
Avg account: $309,017
-
Emily M
Series 66
Ponca City, OK
Edward Jones
Emily Maddux offers expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, making her well-suited for complex financial needs in Oklahoma. As part of Edward Jones, a large firm with over 23,700 advisors and $1.01 trillion in assets under management, she provides access to extensive resources and a structured fee program up to 1.35% annually, which may differ from smaller independent practices in the region.
Experience: 0 years
Avg account: $246,728
-
Lore S
Series 66
Oklahoma City, OK
Morgan Stanley
Lore Storm's 12 years of experience and Series 66 designation equip her to address financial planning needs in Oklahoma, including general estate planning guidance. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, she leverages structured planning tools and market modeling techniques, which may offer more comprehensive resources compared to smaller practices in the area.
Experience: 13 years
Avg account: $670,481
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Oklahoma
Find advisors by type
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")