Clients per advisor for Supported firms in Oklahoma

In Oklahoma, supported financial advisory firms typically manage a higher client load per advisor compared to the broader market. With 146 firms operating in this category, the median number of clients per advisor is 77, notably above the national median of 47. This suggests that Oklahoma advisors in supported firms often balance a larger client base, potentially reflecting more scalable, process-driven practices. Clients seeking highly personalized service might find fewer options with very low client loads, while those comfortable with efficient, structured advisory models may benefit from the state’s tendency toward higher client counts per advisor.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Collaborative Capital Advisors LLC	Very Low 9	17	2	5
Tines Capital, LLC	Very Low 10	30	3	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Ellevate Advisors	Very Low 12	12	1	5
10Elms LLP	Very Low 12	37	3	5
Intrepid Financial Services, LLC	Very Low 13	25	2	2
Innovation Partners LLC	Very Low 13	26	2	305
Pursue Wealth Partners, LLC	Very Low 16	31	2	3
Coronado Investment Advisors, LLC	Very Low 16	31	2	2
Lci Advisors	Very Low 17	50	3	3
Wingate Capital Advisors LLC	Very Low 18	35	2	2
Chartmark Investments, Inc.	Very Low 19	76	4	4
Margo Park Financial	Low 20	61	3	3
Regent Wealth Management, Inc.	Very Low 21	83	4	4
Integrity Road Wealth Partners LLC	Low 22	66	3	3
West Oak Wealth	Low 23	46	2	3
Washington Square Capital Management LLC	Low 23	46	2	2
JM2 Capital Inc.	Low 23	70	3	8
Abacus Capital Advisors	Low 24	48	2	3
Merit Advisors, Inc.	Very Low 24	96	4	4
Redstone Advisors Inc	Very Low 25	98	4	6
Fairway Asset Management, LLC	Low 25	74	3	4
Willow	Very Low 27	108	4	5
CCR Investment Advisers, LLC	Low 27	82	3	3
First Financial Services, LLC	Low 29	88	3	5
O'Brien Capital Advisors, LLC	Low 34	68	2	2
Core Wealth Management, LLC	Low 34	103	3	3
Laguna Capital Management, Inc.	Low 35	104	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
PeaceLink Financial Planning	Low 36	71	2	3
Optivest, Inc.	Low 36	108	3	4
Cedarwood Wealth	Low 37	111	3	3
Cathedral Square Capital	Low 37	37	1	3
American Family Legacy Group	Low 37	112	3	3
Paradigm Money Management, LLC	Low 38	150	4	4
Datalign	Low 38	38	1	20
Greystone Capital Partners Group LLC	Low 39	157	4	4
Wealth Oklahoma	Low 42	166	4	6
Bane O'Leary LLC	Low 42	166	4	4
DBA Upal or United Professionals Assoc. Ltd.	Typical 44	87	2	6
NetAdvizor Wealth LLC	Typical 44	133	3	3
L & M Wealth Management and Retirement Solutions, LLC	Typical 45	136	3	3
Sterling Investment Management, LLC	Typical 46	139	3	8
Strategic Advocates, LLC	Typical 47	141	3	3
FBS Securities	Typical 49	97	2	2
Beyond Wealth	Typical 49	147	3	4
Epic Wealth Management, LLC	Typical 49	148	3	5
Asset Management Advisors, LLC	Typical 50	99	2	2
Holistic Finance LLC	Typical 50	198	4	5
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Stage Wealth Management, Inc.	Typical 51	203	4	4
Everwealth	Typical 51	102	2	2
Wilshire-Pennington Group, Inc.	Typical 52	103	2	2
Bazis Private Wealth, LLC	Typical 53	210	4	5
SageOak Financial, LLC	Typical 53	263	4	4
Odingard Capital Management	Typical 53	106	2	7
R.J. Cloud Advisors & Company	Typical 53	159	3	3
Optima Capital Management	Typical 54	215	4	4
ChappelWood Financial Services	Typical 55	166	3	3
Wealth Management Solutions	Typical 56	168	3	3
Perennial Wealth Advisors, LLC	Typical 56	169	3	3
Womack Investment Advisers, Inc	Typical 57	171	3	3
Robert Stephen Capital Management LLC	Typical 58	175	3	5
Scherer Financial Advisory Services, LLC	Typical 59	178	3	5
Allstreet Capital LLC	Typical 60	120	2	3
Stagner Financial Advisory	Typical 61	183	3	4
Holm & Cawley Financial Group LLC	Typical 61	245	4	5
Sterneck Capital Management LLC	Typical 62	249	4	5
Jarrod Adams Investing, LLC	High 65	129	2	3
D.M. Wealth Management, Inc.	High 65	195	3	3
Archambo Financial Advisors, Inc.	High 66	197	3	5
Longbow Asset Management	High 66	132	2	2
TL Private Wealth	Typical 67	269	4	4
Williams & Novak Wealth Management, LLC	Typical 69	275	4	8
Relevance Capital Management	High 70	279	4	5
Cannon Capital Management, Inc.	High 70	211	3	8
SilverOak Investments, LLC	High 71	142	2	4
Unique Wealth Strategies	High 71	285	4	10
Stronghold Wealth Management L.L.C.	High 72	143	2	2
Investable Wealth, LLC	High 72	143	2	2
Personal Money Planning, LLC	High 72	217	3	5
Bison Capital Advisors, LLC	High 73	145	2	4
Rooted Planning Group	High 73	218	3	7
Buwick Group Wealth Management, LLC	High 73	146	2	2
First Investment Corporation	High 74	221	3	3
Mendel Capital Management, LLC	High 77	153	2	3
Compass Capital Management, LLC	High 77	231	3	10
Investment Strategies, LLC	High 77	154	2	2
Allred Harris Wealth Management.	High 78	312	4	6
S&S Wealth Management	High 79	315	4	4
Lafargue Financial Group, Inc.	High 80	159	2	2
October Wealth Advisors, Inc	High 80	160	2	2
F.I.G. Financial Advisory Services, Inc.	High 81	242	3	3
Investable	High 81	81	1	4
Liberty Asset Management, Inc.	High 81	243	3	3
Access Financial Group, LLC	High 82	163	2	3
Revo Financial, LLC	High 83	166	2	3
Core Partners	High 85	254	3	3
Elevation Wealth Partners, LLC	High 86	171	2	2
Perspective Advisors, LLC	High 86	172	2	3
Snider Advisors	High 89	357	4	4
Auour Investments LLC	High 91	363	4	7
Applewhite & Buys Financial Advisors	High 93	185	2	2
Perissos Private Wealth Management	High 95	190	2	2
Portfolio Strategies Inc	High 96	289	3	5
Olistico Wealth, LLC	High 97	386	4	4
Styre Wealth	High 97	194	2	6
Meliora Capital	High 101	101	1	3
LIG Capital Management, LLC	High 102	406	4	4
Cambridge Financial Group, Inc.	High 102	306	3	6
Biltmore Wealth Management, LLC	High 102	307	3	4
Hickory Wealth Management, LLC	High 105	209	2	4
Coachwise Financial Solutions, Inc.	Very High 109	217	2	2
Turner Capital Investments, LLC	Very High 111	333	3	4
MFA Wealth Services	Very High 112	224	2	3
Mitchell & Pahl Private Wealth	Very High 113	225	2	4
Lighthouse Financial Services Inc	Very High 115	458	4	6
Leap Wealth Management	Very High 121	363	3	5
Triton Financial Group, Inc	Very High 123	246	2	5
Soard Financial Management, LLC	Very High 125	250	2	2
Bertrand Investment Strategies, L.L.C.	Very High 125	250	2	2
Main Street Investment Management	Very High 130	260	2	2
Truenorth Wealth & Impact, LLC	Very High 132	395	3	5
Advisifi LLC	Very High 133	133	1	6
G. Dewayne Mcanally	Very High 133	399	3	6
Summit Wealth Group, LLC	Very High 141	282	2	8
Gibco Capital Advisors	Very High 143	285	2	4
Redstone Wealth Management, LLC	Very High 148	590	4	10
Cosner Financial Group, LLC	Very High 154	614	4	5
Burrus	Very High 161	322	2	5
Shaker Financial Services	Very High 165	329	2	6
William Madison Advisors, Inc.	Very High 165	494	3	8
Steady Returns	Very High 168	336	2	3
FMI	Very High 173	690	4	5
BCO Wealth Management, LLC	Very High 175	526	3	9
M.C. Byrd Wealth Management, LLC	Very High 178	534	3	5
Taylor Securities Services, Inc.	Very High 191	765	4	11
Windle Wealth	Very High 194	388	2	3
Virtus Financial Partners	Very High 201	602	3	6
Brown Financial Advisors, LLC	Very High 201	602	3	3
Compass Coaching and Consulting, LLC	Very High 201	201	1	4
A-Team Financial Investments	Very High 211	422	2	2
Fortune 45, LLC.	Very High 215	645	3	5
Adaptation Financial Advisors Inc.	Very High 230	690	3	4
Guardian Financial, Inc.	Very High 248	248	1	3
First Dallas Securities Incorporated	Very High 253	253	1	20
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Lonestar Registered Investment Advisors, PLLC	Very High 326	978	3	9
McGuire Capital Advisors, Inc.	Very High 343	1,372	4	5
Heritage Asset Management, LLC	Very High 373	746	2	2
Hughes Warren, Inc.	Very High 404	808	2	6
Yeisley Wealth Solutions, Inc.	Very High 425	425	1	10
Polaris Financial, LLC	Very High 426	852	2	2
Preston Investments	Very High 842	2,526	3	4
Plan Confidence Corporation	Very High 859	859	1	3
Trutoro	Very High 960	960	1	9

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Clients per advisor for Supported firms serving clients in Oklahoma