Clients per advisor for Independent firms in Oklahoma

In Oklahoma, independent financial advisors tend to serve a notably higher number of clients than the typical national independent advisor. With a median of 40 clients per advisor, Oklahoma’s advisors manage larger client loads compared to the national median of 26. This suggests that many independent advisors in the state may be balancing personalized service with a more scalable approach, possibly reflecting a mix of both growing practices and those intentionally maintaining moderate client bases. With 73 independent firms in Oklahoma, clients might find a range of service models—from more intimate, relationship-focused advisors to those operating with broader client rosters.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Gibbens Capital Management	Very Low 2	2	1	1
Servant Wealth Management, LLC	Very Low 2	2	1	1
Triunity Financial Planning, LLC	Very Low 2	2	1	1
Bollinger Financial Advisory, Inc.	Very Low 4	4	1	1
Uisonet	Very Low 4	4	1	1
Family Faith & Finance Asset Management	Very Low 4	4	1	1
Flatlands Wealth LLC	Very Low 5	5	1	1
VOX Financial Planning	Very Low 6	6	1	1
Hughes Capital Management, LLC	Very Low 6	6	1	1
Northpoint Wealth Financial Services, LLC	Very Low 6	0	1	1
Michael Waters Investment Advisers LLC	Very Low 9	9	1	1
Lodestar Asset Management LLC	Low 10	10	1	1
Integrated Planning Strategies, LLC	Low 10	10	1	1
Future U Financial Inc.	Low 12	12	1	1
Trilogy Financial Solutions	Low 13	13	1	1
Invictus Investment Advisors	Low 13	13	1	1
CC Investment Advisors, Inc.	Low 13	13	1	2
SAGE Portfolio Management LLC	Low 13	13	1	1
Midwest Financial Management, LLC	Low 13	13	1	1
Integra Private Wealth Management, LLC	Low 15	15	1	1
Freeman Global Investment Counsel	Low 17	17	1	1
Valendo Private Asset Management, Inc.	Low 18	18	1	1
Caliber Wealth Advisory	Typical 21	21	1	1
Collective Wealth, LLC	Typical 22	22	1	1
Cornell Capital Group, LLC	Typical 23	23	1	1
McCloud Advisory Services LLC	Typical 25	25	1	1
Sweeney Asset Management, LLC	Typical 26	26	1	1
The Buffalo Financial Group LLC	Typical 26	26	1	1
Zelus Wealth Management	Typical 26	26	1	1
Winston & Company, Inc.	Typical 27	27	1	1
Aspen Wealth Planners LLC	Typical 28	28	1	1
Stroud Investment Consulting	Typical 29	29	1	1
Pismo Pacific Financial Services, LLC	Typical 32	32	1	1
Fg Wealth Management	Typical 33	33	1	1
Styled Wealth	High 36	36	1	1
Greater Works Wealth	High 38	38	1	2
Turrentine Financial Services LLC	High 39	39	1	1
Milestone Wealth Strategies	High 41	41	1	1
Cowan Financial Services, LLC	High 41	41	1	1
Summitas Investment Management LLC	High 41	41	1	2
Stillwater Financial	High 42	42	1	1
Corley Capital LLC	High 44	44	1	1
Snowcap Financial	High 45	45	1	1
Esoteric Wealth Partners LLC	High 49	49	1	1
Buchanan Capital Management, LLC	High 50	50	1	1
Entrust Parable Capital, LLC	High 53	53	1	1
Auxarc Asset Management Company	High 57	57	1	1
Ball Investments Corporation	High 63	63	1	1
Step by Step Financial, LLC	High 66	66	1	2
Intelligent Investments	High 66	66	1	1
DRW Financial	Very High 74	74	1	1
WTO Advisors, LLC	Very High 78	78	1	2
Vision Tech Financial Advisors	Very High 78	78	1	1
Servo Wealth Management LLC	Very High 87	87	1	1
John H Taylor, LLC	Very High 88	88	1	1
CF Financial	Very High 89	89	1	1
C.E.C. Wealth Management	Very High 95	95	1	1
Comprehensive Financial Planning Inc	Very High 100	100	1	2
Wealth Advisors, L.L.C.	Very High 103	103	1	2
Signal Research Group LLC	Very High 104	104	1	2
CSLA Financial Inc	Very High 122	122	1	1
CONE Wealth Management	Very High 124	124	1	1
OK401K, Inc.	Very High 128	128	1	1
Thompson Financial Transitions Inc.	Very High 129	129	1	1
Conkin Financial Group, Inc.	Very High 139	139	1	1
Arrow Investment Management LLC	Very High 149	149	1	1
TRAC Wealth Management, Inc	Very High 157	157	1	1
Maxwell and Morse Capital Management, Inc.	Very High 187	187	1	2
Fleischer & Johnson Wealth Management, Inc.	Very High 232	232	1	1
Access Advisory Group LLC	Very High 348	348	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Oklahoma