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Staton Financial Group
“Scott and his entire team are very friendly and are always quick to respond with any questions or concerns I have had.”
Best Financial Advisors in Oklahoma City, OK
24 firms listed · all 24 in Oklahoma City · 20 rated 4.5+
Data verified October 21, 2026
Fleming Tax
“I've been with Fleming Tax for 8 years and could not be happier knowing they are handling all of my taxes each year.”
Advisory Group
Gorton Financial Group
T.S. Phillips Investments
“They talk you through EVERYTHING you need to know, aren't pushy, explain everything you want to know, and are super professional.”
Retirement Investment Advisors
“They are full of integrity, intelligence, and compassion for their clients.”
The 24 firms listed for Oklahoma City, OK provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Oklahoma City, OK
All 24 firms we list here are in Oklahoma City itself. We have 51 firms in Oklahoma City on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.0 to 5.0 across 186 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. The services the firms on this page list most often on their websites are retirement planning (3), financial planning (2), investment planning (2) and tax planning (2). 6 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 22 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Oklahoma City take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor
“We will tell anyone that Penney Wise is a competent and thorough financial planning firm.”
Sandra Coil, CPA
“Has always been dependable and accurate never had to worry about problems getting audited!”
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Castlepoint Wealth Advisors
“I've had previous experience with them and I couldn't have better things to say.”
Distinct Wealth Management
“Yolie is a beautiful blend of direct, kind, and honest which is hard to do when discussing something as big and personal as finances.”
Capital Asset Management
“They treat your money as if it were their own and are willing to give you advice to help you make the best choices.”
Mike Cunningham Investments
“Mike an d Steve have done a great job for me over 15 years.”
Wymer Brownlee Wealth Strategies
Wealth Management Group
“Joe & the team at Wealth Mangement Group are excellent partners to plan your retirement.”
Vista Investment Partners
“Vista is the best choice for your financial advancement...”
Access Financial Resources
Investment Concepts
Oklahoma Financial Center
Windle Wealth
“More importantly, he, and his team, have the ability to take complex concepts and make them incredibly easy to understand in an environment that makes every client feel comfortable.”
The Roche Group Wealth Advisors
“We have full faith in trust in his ability (and his heart behind) growing our retirement and other lifestyle goals”
Arrow Investment Management
Redstone Wealth Management
“He is a very sharp guy and student of the markets.”
Auric Road Wealth Management of Conservant Financial
“Very professional and know what they are doing.”
OKC Investment Advisors
Why these companies made our list
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