The capital of the state with a population of over 600,000, Oklahoma City has a lot of wealth to go around and a strong cultural identity. Notably, Oklahoma City is endowed with working oil wells that generates a massive amount in revenue for businesses in the city. This ensures there’s plenty of people with money to save or use, and if you’re reading this, you’re likely one of them. Wealth often needs expert guidance, though, which is why we’re here. We understand the need for a financial advisor, and as such we searched for the top firms in the city.
Here are our top five choices for financial advisory firms in Oklahoma City, Oklahoma:
Exencial Wealth Advisors
Exencial Wealth Advisors, which has other three offices in San Antonio, Frisco, and Old Lyme, has been in business since 2002 and has over $2.1 billion in assets under its management. They have plenty of advisors under their employ who serve their clients by putting the client’s personal interests first.
Their clients include high-net-worth individuals and families, corporations, estates, trusts, nonprofits and foundations. The firm focuses on the importance of diversification across asset classes and invests for the long term.
Exencial Wealth Advisors is a fee-based firm that has no minimum account requirement but does have a $7,500 minimum annual fee to work with them.
You can expect the following working with Exencial Wealth Advisors:
- A firm that will evaluate each individual investment for its clients.
- Regular follow-ups regarding your portfolio to make sure its performing well.
- Tax information that’s prepared by their in-house team of experts.
Tom Johnson Investment Management
With over $1.2 billion in assets under its management, Tom Johnson Investment Management, founded in 1983, serves a broad range of clients such as individuals, banks, foundations, public funds, pensions, profit sharing and 401(K) plans, individual retirement accounts (IRA), insurance companies, sovereign funds, and corporations.
They use a strategy that specializes in managing each client’s account to meet their individual objectives. Features include superior client service, professional investment management, individual stock and bond selection, and most importantly, independent research.
Tom Johnson Investment Management is a fee-only firm that has a $100,000 minimum account requirement to work with them.
You can expect the following working with Tom Johnson Investment Management:
- Three portfolio strategy choices: equity, fixed income, and balanced with broadly diversified asset allocation.
- A long-term approach to investing.
- Additional services such as tax management.
Vista Investment Partners
Formed in 2016 with more than $373 million assets under its management, Vista Investment Partners has one office in Oklahoma City and another Richmond, Indiana. They offer the following services: portfolio management, risk management, retirement planning, wealth transfer, and tax planning.
They want to know you, and you to know them, before working with you. They want to ensure transparency and trust and value the relationship with the client above all else.
Vista Investment Partners is a fee-based firm that has a $1 million minimum account requirement to work with them.
You can expect the following working with Vista Investment Partners:
- A firm that uses a dynamic asset allocation approach.
- An in-depth look approach to investing that assesses investment options and risk tolerance before selecting a general strategy.
- An ongoing assessment of all their investing and financial decisions.
Full Sail Capital, LLC
A firm that registered itself in February 2018, Full Sail Capital, LLC has nearly $269 million in assets under its management. It’s growing rapidly and offers the following services: financial planning, wealth management, retirement planning, education planning, estate planning, cash flow planning, and tax planning. They serve individuals and charitable organizations.
They work by recognizing that each client is unique, with a unique situation. With this in mind, their advisors use a goal-based portfolio.
Full Sail Capital, LLC is a fee-only firm that has no set any minimum account requirement to work with them.
You can expect the following working with Full Sail Capital:
- A mean-variance optimization technique when creating portfolios.
- A firm that commits to putting the client’s interests first, always.
- Intergenerational planning services, should you need them.
Hughes Warren, Inc.
Founded in 2007, Hughes Warren, Inc. has more than $104 million in assets under its management. Their services include financial planning, wealth planning, investment portfolio management, education planning, estate planning, insurance analysis and planning, retirement planning, and tax analysis.
They are committed to working with their clients by ensuring they are well-informed on the economy as well as investment vehicles that might affect financial portfolios. You can expect them to explain to you how everything works and what’s is required to achieve all your set financial goals.
Hughes Warren, Inc. is a fee-only firm that has a $100,000 minimum account requirement to work with them.
You can expect the following working with Hughes Warren:
- A firm that will take every factor into account when creating your customized portfolio.
- A team of financial planners with more than 40 years of working experience in estate planning and financial management.
- A wide range of specialized services.
With one of the above five choices for a financial advisory firm, you can rest assured that all your financial concerns and potential confusion will be sorted out properly. To find the perfect choice, however, we still recommend that you perform further research before choosing any firm. A little time spent now can go a long way in the future. Also remember that it isn’t just about the firm, but it’s also about your financial needs. Nonetheless, we’re confident that everything will work out wonderfully for you soon.