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.

JM2 Capital Inc. is a small investment advisory firm based out of Edmond, OK. With seven dedicated employees, the company provides personalized financial services to a select group of clients. Specializing in managing assets for high net worth individuals, JM2 Capital Inc. boasts an impressive track record with over $112,059,000 in assets under management. The firm's investment advisory team consists of experienced professionals, including Cameron Turner, one of the longest tenured registered advisors, who has been with the company since 2018. Their expertise and commitment to client satisfaction have solidified their reputation as a trusted partner in the financial industry. JM2 Capital Inc. follows a comprehensive compensation structure that includes various types of fees. These fees range from a percentage of assets under management to fixed fees, ensuring that clients have flexible options tailored to their specific needs. While the majority of the assets managed by JM2 Capital Inc. belong to individual clients, the firm also has the capability to manage employer funds. Despite the firm's small size, they have been able to build a strong client base of over 30 individuals who entrust their financial goals to the company. With 100% of the assets they manage being discretionary, clients can rest assured that JM2 Capital Inc. makes informed investment decisions on their behalf. Their commitment to delivering personalized, strategic financial solutions sets them apart in the industry, and they continue to exceed expectations with an average of approximately $35,280,000 in assets under management per investment advisor.

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.

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.

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.

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.

Exencial Wealth Advisors is a regional investment advisory firm based out of Oklahoma City, OK, with 13 offices strategically positioned to serve clients nationwide. With a team of 114 dedicated professionals, including 57 experienced investment advisors, Exencial Wealth Advisors has established a reputation for providing comprehensive financial guidance and personalized wealth management solutions. With an average of $66,130,000 in assets under management per investment advisor, Exencial Wealth Advisors maintains a competitive position in the industry. Their compensation structure offers various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet diverse client needs. While employer funds management is a core competency, Exencial Wealth Advisors manages a diverse portfolio that includes less than 30% in 401K and individual accounts. The firm primarily focuses on discretionary management, with approximately 95% of the assets they oversee being under their direct control. Exencial Wealth Advisors caters to a clientele consisting predominantly of high net worth individuals, boasting over 2,380 individual clients and an impressive $3,769,639,000 in assets under management. The firm takes pride in their team of seasoned professionals, including long-tenured advisors such as Jean Wilczynski, Timothy Courtney, and John Burns, who bring a wealth of experience and expertise to their clients' financial journeys. Committed to excellence, Exencial Wealth Advisors leverages their extensive knowledge, industry insights, and innovative strategies to deliver comprehensive financial solutions that align with each client's unique goals and aspirations. Through a client-centric approach, they strive to cultivate lasting relationships built on trust, transparency, and superior performance.

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.

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.

Retirement Investment Advisors Inc is a reputable investment advisory firm headquartered in Oklahoma City, OK, with a strong presence in the retirement investment sector. With a team of 20 dedicated professionals, they specialize in providing expert financial guidance and investment management services to their clients. Seven of their employees are specifically focused on delivering top-notch investment advisory services. The firm boasts an impressive average of approximately $185,020,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, including options such as a percentage of assets under management, subscription fees, and fixed fees. This allows them to tailor their services to meet the unique needs of each client. Retirement Investment Advisors Inc caters to a diverse clientele, serving over 1,040 individual clients with a total of $929,851,000 in assets under management. Their expertise in managing employer 401Ks and individual retirement funds sets them apart, as approximately half of their assets under management are derived from these sources. Additionally, the firm's entire portfolio, totaling all assets managed, is under their discretion. With two well-established offices, Retirement Investment Advisors Inc is deeply rooted in the local community. The firm takes pride in its experienced team, including long-tenured advisors such as Carol Alexander, Randy Thurman, and Joseph Bowie. Their extensive knowledge and track record of success further solidify the firm's reputation and instill trust in their clients. Retirement Investment Advisors Inc is committed to providing exceptional financial planning and investment advisory services, helping individuals and organizations secure a prosperous retirement future.

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.