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.

F.I.G. Financial Advisory Services, Inc. is a small investment advisory firm based out of Oklahoma City, OK, specializing in providing comprehensive financial solutions to a diverse clientele. With three highly skilled employees, they offer personalized investment advisory services to their clients. The firm's exceptional expertise and dedication have earned them a remarkable reputation in the industry. The average assets under management per investment advisor at F.I.G. Financial Advisory Services, Inc. stand at an impressive $2,739,160,000, significantly surpassing the industry average. This outstanding figure is a testament to their ability to effectively manage and grow their clients' investments. The firm's compensation structure includes a variety of options, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial goals. With over 200 individual clients and over $137,808,000 in assets under management, F.I.G. Financial Advisory Services, Inc. has established a strong presence in the market. Their extensive experience and success in managing employer 401Ks and individual portfolios have further solidified their position as a trusted partner in the financial planning arena. F.I.G. Financial Advisory Services, Inc. operates from a single office, where their team of dedicated professionals works tirelessly to provide exceptional service and strategic guidance to their valued clients. Among their accomplished advisors, Christopher Jurrens, Samuel Jurrens, and Ricky Jurrens hold the distinction of being some of the longest tenured professionals at the firm, bringing a wealth of knowledge and expertise to their clients' financial journeys. With all assets under management being discretionary, F.I.G. Financial Advisory Services, Inc. maintains full authority to make investment decisions on behalf of their clients, ensuring a proactive approach and optimal outcomes. Their commitment to excellence, client-centric approach, and impressive track record make them a leading choice for individuals seeking reliable financial advisory services in Oklahoma City, OK, and beyond.

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.

Hughes Warren, Inc. is a reputable investment advisory firm based out of Edmond, Oklahoma. With over 290 individual clients and more than $131,361,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in employer 401Ks and individual portfolios, Hughes Warren, Inc. possesses extensive expertise in this field. Operating from a single office, the firm prides itself on providing personalized and tailored investment advice to their clients. With 100% of the assets they manage being discretionary, they have the freedom to make strategic decisions on behalf of their clients to optimize their financial growth. Their compensation structure is diverse, offering various options including a percentage of assets under management and hourly charges, ensuring flexibility and transparency in their services. With a team of five dedicated employees, three of whom are experienced investment advisors, Hughes Warren, Inc. boasts a strong advisor-to-client ratio. On average, each investment advisor oversees approximately $43,790,000 in assets under management, ensuring that clients receive individual attention and comprehensive guidance. Melinda Warren and Theodore Hughes, two of the longest-tenured registered advisors with the firm, bring a wealth of experience and knowledge to the team. With their leadership and expertise, Hughes Warren, Inc. continues to deliver exceptional financial advice and asset management services to their valued clients.

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.

Windle Wealth is a distinguished investment advisory firm headquartered in Oklahoma City, OK. With a single office, they offer comprehensive investment advisory services. The firm prides itself on its team of highly skilled professionals, consisting of one dedicated employee. Remarkably, Windle Wealth achieves an impressive average of $140,650,000 in assets under management per investment advisor, which surpasses industry standards. Windle Wealth's compensation structure is designed to meet diverse client needs and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. A notable aspect of their portfolio is that approximately half of the assets under management originate from employer 401Ks and individuals, showcasing their extensive expertise in this area. Notably, Windle Wealth manages all their clients' assets on a discretionary basis, allowing them to make investment decisions independently. The firm proudly serves over 240 individual clients, effectively overseeing an impressive $140,649,000 in assets under management. Donald Windle, a highly experienced registered advisor, has been an integral part of Windle Wealth since 2020. His long tenure demonstrates his commitment to providing exceptional service and fostering lasting client relationships. With their unwavering dedication to delivering tailored investment advisory services and an outstanding track record of managing substantial assets, Windle Wealth has established itself as a trusted partner for individuals and businesses seeking comprehensive financial solutions in Oklahoma City and beyond.

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.

Reuter James Wealth Management, LLC is a highly reputable investment advisory firm based in Oklahoma City, OK. With a single office location, they offer personalized financial services to their clients. The firm comprises three dedicated employees, all of whom provide comprehensive investment advisory services. Each investment advisor at Reuter James Wealth Management, LLC manages an impressive average of approximately $148,340,000 in assets under management, surpassing the industry average. Their compensation structure is designed to accommodate various client needs and includes options such as a percentage of assets under management, hourly charges, and fixed fees. Reuter James Wealth Management, LLC possesses the expertise and capability to effectively manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. With a primary focus on high-net-worth individuals, the firm demonstrates its ability to handle significant portfolios. They exercise discretionary authority over 71% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Reuter James Wealth Management, LLC boasts a substantial client base, serving over 270 individual clients with a total of more than $445,031,000 in assets under management. The firm takes pride in fostering long-term relationships with their clients, providing trusted financial guidance and tailored solutions. The longevity and expertise of advisors such as Jeffrey James, Arlis Reuter, and Holly Gooch contribute to the firm's success. Their deep understanding of financial markets, combined with a commitment to client satisfaction, positions Reuter James Wealth Management, LLC as a reliable partner in helping clients achieve their financial goals.