Clients per advisor for Supported firms in Oklahoma

In Oklahoma, supported financial advisor firms tend to have a higher client load per advisor compared to the national median. With 159 firms operating in the state, the median number of clients per advisor is 72, notably above the national median of 47. This suggests that advisors in Oklahoma often manage larger client bases, which may indicate more streamlined, efficient practices designed to serve a broader range of clients. For consumers, this could mean encountering firms that balance scalability with service, potentially offering lower minimums or fees but less individualized attention than firms with smaller client loads.

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

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Clients per advisor for Supported firms serving clients in Oklahoma