Transcendent Capital Group, headquartered in Edmond, OK, is a reputable local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 9 skilled professionals, including 7 experienced investment advisors, they offer a wide range of services tailored to meet their clients' individual needs. Their commitment to excellence is evident in the impressive average of $86,510,000 in assets under management per investment advisor, aligning with industry standards. The firm serves a diverse clientele, boasting over 370 individual clients and managing more than $241,250,000 in assets. Notably, they have garnered significant expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. Transcendent Capital Group adopts a discretionary approach, ensuring that all assets under their management receive expert attention and strategic decision-making. Their compensation structure is designed to align the firm's success with that of their clients, including performance-based fees, thereby fostering a mutually beneficial relationship. Operating from a single office in Edmond, Transcendent Capital Group has established strong roots in the local community. The firm takes pride in its team of highly tenured advisors, including notable individuals like Grant Tarrant, Bill Johnson, and David Ferrell, who bring a wealth of experience and expertise to the table. With a steadfast commitment to delivering personalized financial advice and exceptional service, Transcendent Capital Group continues to be a trusted partner for individuals and organizations seeking to transcend their financial goals.

Phillips Capital Advisors, Inc. is a reputable investment advisory firm located in Oklahoma City, OK. With 17 dedicated employees, 15 of whom are specialized in providing comprehensive investment advisory services, they offer expertise and guidance to a diverse clientele. The firm's average assets under management per investment advisor are approximately $90,210,000, in line with industry standards. The compensation structure at Phillips Capital Advisors, Inc. encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients can choose the option that best suits their needs and goals. With an impressive portfolio, Phillips Capital Advisors, Inc. manages over $514,657,000 in assets, serving more than 450 individual clients. While their primary focus lies outside of 401K and individual accounts, which constitute less than 30% of their assets under management, they possess the capability to effectively manage employer funds as well. Notably, 26% of the assets they oversee are managed on a discretionary basis. As a local firm deeply rooted in Oklahoma City, Phillips Capital Advisors, Inc. operates from four conveniently located offices. The company boasts a team of experienced professionals, including Eric Davis, James Stevens, and Thompson Phillips, who have been with the firm for a significant period, contributing their wealth of knowledge and expertise to the success of the organization. Phillips Capital Advisors, Inc. prides itself on delivering tailored investment advisory services to help clients navigate the complexities of the financial market and achieve their long-term financial goals.

Align Wealth Management, LLC is a small investment advisory firm based out of Oklahoma City, OK. With two offices, they provide personalized financial solutions to a diverse clientele. With a team of five employees, four of whom specialize in investment advisory services, Align Wealth Management, LLC is dedicated to delivering exceptional guidance and expertise. The firm boasts an impressive average of approximately $103,850,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, incorporating various types, such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, Align Wealth Management, LLC possesses the expertise and capability to manage employer funds, ensuring comprehensive financial management solutions. Operating on a discretionary basis, the firm manages 100% of the assets entrusted to them. Their client base primarily consists of high net worth individuals, with over 160 individual clients and an impressive $415,407,000 in assets under management. Align Wealth Management, LLC takes pride in establishing long-lasting client relationships, and their success can be attributed to their team of seasoned advisors. Notably, the firm boasts a group of highly experienced advisors, including Joseph Flinton, William Puckett, and Dennis Packard. With their extensive knowledge and industry insights, these advisors play a vital role in guiding clients towards achieving their financial goals. Align Wealth Management, LLC is committed to providing exceptional financial management services, tailored to meet the unique needs of their clients. With their expertise, personalized approach, and focus on building enduring relationships, they continue to be a trusted partner in wealth management.

Castlepoint Wealth Advisors is a prominent investment advisory firm based out of Oklahoma City, OK. With a single office, they have established themselves as a trusted partner for individuals seeking expert financial guidance. Boasting a team of 10 highly skilled professionals, 8 of whom specialize in providing comprehensive investment advisory services, Castlepoint Wealth Advisors ensures that clients receive personalized attention and tailored solutions. With an impressive track record, Castlepoint Wealth Advisors manages an average of $40,840,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management and hourly charges, ensuring alignment with clients' best interests. While Castlepoint Wealth Advisors primarily focuses on managing assets for high net worth individuals, they also possess the capability to oversee employer funds. Discretionary management accounts for an overwhelming 97% of the assets they handle, signifying their commitment to delivering proactive and informed investment strategies. The firm's client base comprises over 120 individuals, collectively entrusting Castlepoint Wealth Advisors with more than $326,698,000 in assets under management. Notably, Drew Garner, Jacob Weatherford, and Kendall King are among the firm's longest-tenured advisors, lending their extensive expertise and experience to further bolster client satisfaction. Castlepoint Wealth Advisors embodies a steadfast dedication to providing superior financial guidance, prudently managing client assets, and cultivating lasting relationships. With their unwavering commitment to excellence, Castlepoint Wealth Advisors continues to be a driving force in the investment advisory industry, delivering exceptional results for their discerning clientele.

Vista Investment Partners LLC, a reputable investment advisory firm, is headquartered in Oklahoma City, OK. With a team of 16 highly skilled professionals, 9 of whom specialize in investment advisory services, Vista Investment Partners provides expert financial guidance to a diverse client base. The firm manages an impressive total of $728,089,000 in assets under management, with an average of $37,770,000 per investment advisor. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees. A significant portion of Vista Investment Partners' assets under management comes from employer 401Ks and individual clients, showcasing their extensive experience and success in this realm. Notably, 97% of the assets they manage are under discretionary control, demonstrating their clients' confidence in their expertise. With three offices across the region, Vista Investment Partners LLC is deeply rooted in the local community. The firm's longevity is evident through the tenure of some of its key advisors, including Peter Bartel, Kimberly Arthur, and Ronald Richardson, who have played integral roles in the firm's growth and success. Vista Investment Partners LLC prides itself on delivering personalized financial solutions tailored to each client's unique goals and risk tolerance. By combining their vast industry knowledge, unwavering commitment, and cutting-edge investment strategies, Vista Investment Partners helps individuals and organizations navigate the complexities of wealth management and achieve their financial aspirations.

Full Sail Capital, LLC is a premier investment advisory firm based in Oklahoma City, OK. With a team of 15 talented professionals, including 10 dedicated investment advisors, they specialize in providing expert guidance and management services to a diverse clientele. On average, each investment advisor at Full Sail Capital manages approximately $85,700,000 in assets under management, which aligns with the industry average. Full Sail Capital's compensation structure is designed to cater to their clients' unique needs, offering a range of options such as a percentage of assets under management and fixed fees. Their comprehensive approach ensures that clients receive personalized attention and tailored strategies to achieve their financial goals. With over 240 individual clients, Full Sail Capital oversees an impressive portfolio of assets under management, totaling more than $1,476,786,000. Primarily serving high net worth individuals, the firm is adept at managing substantial wealth and providing exclusive investment opportunities. An astounding 98% of the assets under Full Sail Capital's management are discretionary, highlighting their expertise in making informed decisions on behalf of their clients. This discretionary authority allows the firm to navigate the ever-changing market conditions and proactively adjust investment strategies. Full Sail Capital, LLC is deeply rooted in the local community and takes pride in their Oklahoma City heritage. With one office location, the firm offers a personalized and accessible approach, building long-lasting relationships with their valued clients. Notably, several of the firm's advisors, including George Cohlmia, Zachary Reynolds, and Max Rhodes, have contributed their expertise for many years, ensuring a wealth of experience and continuity for their clients' financial needs.

EPIC WEALTH MANAGEMENT, LLC is a prominent investment advisory firm based in Oklahoma City, OK. With over 80 individual clients and a remarkable $92,059,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Epic Wealth Management, LLC operates from a single office and specializes in offering comprehensive wealth management services. While their portfolio encompasses a diverse range of assets, including employer funds, 401Ks, and individual accounts, these represent less than 30% of their total assets under management. The firm's unique ability to handle discretionary assets allows them to tailor investment strategies to meet the specific needs of their clients effectively. Primarily catering to high net worth individuals, Epic Wealth Management, LLC consistently delivers exceptional results. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring a mutually beneficial partnership with their clients. Comprising a dedicated team of four employees, each equipped to provide expert investment advisory services, Epic Wealth Management, LLC maintains an impressive average of approximately $23,010,000 in assets under management per investment advisor. Notably, the firm boasts a group of highly experienced advisors, including Thomas Arra, Mark Arra, and Valery Oswald, who have played instrumental roles in the company's success over the years. With a focus on personalized service, unwavering expertise, and a commitment to maximizing client wealth, Epic Wealth Management, LLC continues to distinguish itself as a leading investment advisory firm in Oklahoma City and beyond.

Comprehensive Financial Planning Inc, based out of Oklahoma City, OK, is a well-established small investment advisory firm specializing in comprehensive financial planning. With over 100 individual clients and an impressive $154,032,000 in assets under management, they have gained a reputation for providing top-notch financial services. As an insurance broker or agent, Comprehensive Financial Planning Inc offers a diverse range of services to cater to their clients' needs. Their expertise lies in managing employer 401Ks and individual portfolios, backed by years of experience and a deep understanding of the intricacies of this space. With a compensation structure that includes a percentage of assets under management and hourly charges, they ensure a fair and transparent approach in serving their clients' financial goals. The firm boasts a team of three dedicated employees, two of whom provide investment advisory services. On average, each investment advisor handles approximately $77,020,000 in assets under management, aligning with the industry average. Notably, David Evans, one of the firm's registered advisors, has been a trusted member since 1998, demonstrating a steadfast commitment to their clients' long-term success. Comprehensive Financial Planning Inc's commitment to personalized service, extensive expertise, and impressive track record has positioned them as a trusted partner for individuals and businesses seeking comprehensive financial planning solutions in the Oklahoma City area and beyond.

Bison Capital Advisors, LLC is a reputable investment advisory firm headquartered in Oklahoma City, OK. With over 30 individual clients and more than $185,400,000 in assets under management, they specialize in providing personalized investment strategies and financial planning services. As a small firm, Bison Capital Advisors focuses on delivering exceptional attention and tailored solutions to meet their clients' unique needs. With a single office location, the firm manages 100% of their clients' assets on a discretionary basis, offering a comprehensive range of investment options. Their primary clientele consists of high net worth individuals, for whom they diligently strive to achieve long-term financial goals and optimize portfolio performance. Bison Capital Advisors' compensation structure is diverse, incorporating various models such as a percentage of assets under management. This approach ensures alignment of interests between the firm and its clients, emphasizing the importance of achieving strong investment returns. With a team of four dedicated employees, including three experienced investment advisors, Bison Capital Advisors maintains a favorable average of approximately $61,800,000 in assets under management per investment advisor. This figure places them on par with the industry average, highlighting their ability to effectively manage client portfolios. Robert Owens is one of Bison Capital Advisors' longest-tenured registered advisors, having joined the firm in 2020. His extensive experience and expertise contribute to the firm's success in providing reliable financial guidance and exceeding client expectations. Bison Capital Advisors, LLC continues to build upon its solid reputation by delivering exceptional investment advisory services and consistently delivering results to their discerning clientele.

Shaw Financial Services, headquartered in Edmond, Oklahoma, is a well-established investment advisory firm serving over 3,130 individual clients with a remarkable $854,028,000 in assets under management. With two offices strategically located in the area, Shaw Financial Services is deeply rooted in the local community. Their expertise lies in managing employer 401Ks and individual investments, accounting for nearly half of their extensive assets under management. As a discretionary asset manager, Shaw Financial Services possesses full authority to make investment decisions on behalf of their clients, ensuring a seamless and proactive approach to portfolio management. Their compensation structure encompasses various types, including a percentage of assets under management, aligning their interests with those of their clients. With a team of 13 dedicated professionals, of which 10 are seasoned investment advisors, Shaw Financial Services provides exceptional personalized service to their discerning clientele. On average, each investment advisor oversees approximately $85,400,000 in assets under management, a figure that aligns with the industry standard. The firm prides itself on its commitment to long-term client relationships, demonstrated by the tenure of esteemed advisors such as Christie Hughes, Charlotte Shaw, and John Dotson. Shaw Financial Services distinguishes itself in the competitive investment advisory landscape by delivering comprehensive wealth management solutions and a client-centric approach. With a proven track record and a strong presence in Edmond, the firm continues to enhance financial well-being for individuals and businesses alike.

Adaptation Financial Advisors Inc., based out of Oklahoma City, OK, is a reputable local investment advisory firm. With over 640 individual clients and an impressive $102,956,000 in assets under management, they have established themselves as trusted partners in financial planning. The firm operates from three offices, strategically positioned to cater to a diverse range of clients. Their exceptional expertise in managing employer 401K plans and individual investments sets them apart, with over 80% of their assets under management coming from these sources. Notably, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Adaptation Financial Advisors Inc. prides itself on its comprehensive compensation structure, which includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the compensation method that aligns best with their financial goals and preferences. With a dedicated team of seven employees, all of whom are experienced investment advisors, Adaptation Financial Advisors Inc. delivers personalized and tailored financial guidance to their clients. On average, each investment advisor manages approximately $14,710,000 in assets. The firm's success is further bolstered by its long-tenured advisors, including Ashton Niemann, Erica Goltra, and James Cash, who bring a wealth of experience and expertise to the table. Adaptation Financial Advisors Inc. aims to empower their clients with the knowledge and strategies needed to navigate the complex world of investments successfully. Whether it's planning for retirement or managing individual portfolios, their commitment to providing exceptional financial advisory services is unwavering.