Best Financial Advisors in Oklahoma City

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
610+
Advisors
4.8/5.0
Average Rating

Oklahoma City Financial Landscape

With a population of 610,613, Oklahoma City boasts a growing economy driven by sectors like energy, healthcare, and aviation. The city is increasingly attracting tech startups and investments.

Major industries
Energy, Healthcare, Aviation
Population
610K (metro: 1.4M)
Median household income
$56,000
Unique needs
Oklahoma City requires a focus on diversifying its economy and enhancing infrastructure to support growth.
Market Insights
Economic Growth
According to BEA (2023), Oklahoma City's economy is expanding with a projected growth rate of 3.5% in 2024, driven by energy and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Oklahoma City is approximately $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Oklahoma City are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Oklahoma City's cost of living is 10% lower than the national average, making it an attractive place for new residents.
Real Estate Market
According to Zillow (2024), the real estate market in Oklahoma City is experiencing a 5% annual appreciation, raising concerns about potential housing bubbles.
Business Environment
According to Fortune (2024), Oklahoma City ranks high for business friendliness, with incentives for startups and a supportive entrepreneurial ecosystem.

Top 5 Financial Advisors in Oklahoma City

Credent Wealth Management - Oklahoma City Fee-Only Financial Planner
★ ★ ★ ★ ★ 5
Castlepoint Wealth Advisors
★ ★ ★ ★ ★ 5
Arrow Investment Management
★ ★ ★ ★ ★ 5
Vault Wealth Strategies, LLC
★ ★ ★ ★ ★ 5
Staton Financial Group Inc.
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Oklahoma City, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Oklahoma City-Specific Expertise
For Oklahoma City residents working in Energy, Healthcare, Aviation, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Oklahoma City's energy sector poses concentration risks; housing market shows signs of volatility. Tornadoes and flooding are significant weather threats. Diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Oklahoma locations

Oklahoma City Tulsa Norman Broken Arrow Lawton Edmond Moore Midwest City