Ameriprise Financial provides personalized financial planning focused on long-term goals. Their experienced advisors in Oklahoma City help clients navigate complex market conditions with tailored investment strategies and holistic wealth management solutions.
Top Financial Planners in Oklahoma City - June 2026
USA / Oklahoma / Oklahoma City
Discover the most trusted and highly-rated financial planners in Oklahoma City to help you achieve your long-term wealth goals. Our curated list highlights expert advisors providing personalized financial strategies for your future.
Comprehensive wealth management and retirement planning services.
Details
- Year Founded: 1894
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-405-848-6900
- Email: info@ameriprise.com
About the Company
Pros
- Strong reputation
- Personalized approach
Cons
- Higher fee structures
- Complex products
Full-service financial planning and investment management.
Details
- Year Founded: 1910
- Employees: 500+
- Price Range: $$$
- Phone: +1-405-272-2000
- Email: contact@bokf.com
About the Company
BOK Financial offers robust financial planning, trust services, and investment advice. Known for deep local roots, they provide institutional-grade wealth management tailored to the specific needs of Oklahoma residents.
Pros
- Local expertise
- Comprehensive services
Cons
- Corporate feel
- Limited digital flexibility
Client-focused investment advice and financial planning.
Details
- Year Founded: 1922
- Employees: 1000+
- Price Range: $$
- Phone: +1-405-751-0390
- Email: support@edwardjones.com
About the Company
Edward Jones specializes in serving individual investors. Their Oklahoma City branch provides a face-to-face approach to retirement planning, estate strategy, and conservative portfolio building for families and small business owners.
Pros
- Convenient locations
- Personalized client care
Cons
- Limited investment choices
- Commission-based model
Fiduciary-based wealth management and trust services.
Details
- Year Founded: 1998
- Employees: 50-200
- Price Range: $$$$
- Phone: +1-405-848-1811
- Email: info@heritagetrust.com
About the Company
Heritage Trust offers a dedicated fiduciary approach to financial planning. They focus on preserving intergenerational wealth through custom-tailored investment strategies and comprehensive estate planning services.
Pros
- Strict fiduciary standard
- Wealth preservation focus
Cons
- Minimum assets required
- Traditional style
Integrated financial planning and wealth advisory services.
Details
- Year Founded: 1961
- Employees: 500+
- Price Range: $$
- Phone: +1-405-936-2300
- Email: wealth@arvest.com
About the Company
Arvest Wealth Management combines local banking convenience with professional investment advisory. They offer a range of financial planning options designed to support clients through every stage of their life journey.
Pros
- Accessible
- Banking integration
Cons
- Sales-focused approach
- Varying advisor quality
Financial planning centered on insurance and investments.
Details
- Year Founded: 1857
- Employees: 1000+
- Price Range: $$$
- Phone: +1-405-840-9999
- Email: contact@nm.com
About the Company
Northwestern Mutual excels in blending long-term investment planning with robust life insurance strategies. Their Oklahoma City office is highly regarded for helping clients achieve financial security through disciplined planning.
Pros
- Strong insurance base
- Holistic planning
Cons
- Emphasis on insurance
- High complexity
Independent financial advice with extensive resources.
Details
- Year Founded: 1962
- Employees: 1000+
- Price Range: $$$
- Phone: +1-405-848-1800
- Email: info@raymondjames.com
About the Company
Raymond James provides independent advisors with a world-class platform. In Oklahoma City, their advisors deliver highly customized investment portfolios and retirement planning services focused on the unique goals of each client.
Pros
- Advisor independence
- Strong research support
Cons
- Fees vary by advisor
- Brand recognition
Strategic retirement and comprehensive financial protection.
Details
- Year Founded: 1851
- Employees: 1000+
- Price Range: $$$
- Phone: +1-405-842-8888
- Email: inquiries@massmutual.com
About the Company
MassMutual Oklahoma provides extensive planning services with a focus on life protection and investment stability. They are known for long-term guidance and solid retirement strategies tailored for both individuals and corporations.
Pros
- Stable company base
- Retirement focus
Cons
- Standard product sets
- Limited niche options
Low-cost investment options and professional advisory services.
Details
- Year Founded: 1971
- Employees: 1000+
- Price Range: $
- Phone: +1-405-415-3800
- Email: service@schwab.com
About the Company
Charles Schwab in Oklahoma City offers a great balance of self-directed tools and high-touch advisory services. Their transparent pricing model and vast array of investment products make them a top choice for cost-conscious investors.
Pros
- Low fees
- Excellent platform
Cons
- Generic service levels
- High asset minimums for advice
Reliable financial planning and retirement account management.
Details
- Year Founded: 1946
- Employees: 1000+
- Price Range: $$
- Phone: +1-800-343-3548
- Email: support@fidelity.com
About the Company
Fidelity offers unmatched resources for retirement planning and wealth management. Their Oklahoma City professionals assist clients with complex tax planning and investment optimization in a transparent environment.
Pros
- Top-tier research
- Low-cost funds
Cons
- Often busy
- Standardized approach
Personalized investment strategies and wealth planning.
Details
- Year Founded: 1852
- Employees: 1000+
- Price Range: $$$
- Phone: +1-405-235-0100
- Email: info@wellsfargo.com
About the Company
Wells Fargo Advisors provides a wide breadth of wealth management services. They help clients in Oklahoma City address life goals through personalized portfolios, retirement planning, and professional asset management.
Pros
- Extensive banking integration
- Global resources
Cons
- Corporate bureaucracy
- Fees
Elite wealth management and investment advisory services.
Details
- Year Founded: 1914
- Employees: 1000+
- Price Range: $$$$$
- Phone: +1-405-239-4400
- Email: contact@ml.com
About the Company
Merrill Lynch serves high-net-worth individuals with sophisticated wealth management. Their Oklahoma City team offers elite research and strategic planning to navigate complex markets and optimize financial legacy.
Pros
- High expertise
- Elite support
Cons
- High investment thresholds
- Complex fee structures
Global financial insights and local advisory expertise.
Details
- Year Founded: 1862
- Employees: 1000+
- Price Range: $$$$$
- Phone: +1-405-840-0200
- Email: advisors@ubs.com
About the Company
UBS provides an international perspective on wealth management. In Oklahoma City, they assist clients with multi-generational planning and global investment opportunities, ensuring sophisticated strategies for complex assets.
Pros
- Global reach
- Sophisticated planning
Cons
- High entry requirements
- Exclusive nature
Professional wealth and retirement planning.
Details
- Year Founded: 1935
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-405-840-1000
- Email: wealth@morganstanley.com
About the Company
Morgan Stanley offers disciplined wealth management programs for discerning clients. Their Oklahoma City office uses cutting-edge data and research to provide tailored solutions for retirement, taxes, and investments.
Pros
- Strong reputation
- Data-driven insights
Cons
- Corporate structure
- High fees
Personalized wealth management with a client-first philosophy.
Details
- Year Founded: 1832
- Employees: 200-500
- Price Range: $$$
- Phone: +1-405-555-0123
- Email: info@janney.com
About the Company
Janney provides a highly personal service model focused on individual client goals. Their Oklahoma City advisors are known for being accessible and attentive, providing a refreshing approach to wealth planning.
Pros
- Attentive advisors
- Customized plans
Cons
- Smaller footprint
- Limited media presence
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Frequently Asked Questions
FAQ
What services do financial planners offer?
Financial planners offer services including investment management, retirement planning, tax strategy, and estate planning.
How do I choose the right advisor in Oklahoma City?
Look for fiduciaries who prioritize your interests and verify their certifications like CFP or CFA.
Are these financial planners registered?
Yes, we ensure all listed professionals are regulated and licensed to operate in Oklahoma.
What is the typical cost of financial planning?
Fees vary based on assets under management or hourly rates, depending on the advisor's fee structure.
Do I need a lot of money to hire a planner?
Many Oklahoma City planners offer scalable solutions for individuals at various wealth stages.
How often should I meet my financial planner?
Usually, a quarterly or bi-annual check-in is recommended to keep your financial goals on track.