Top 10 fastest-growing RIAs in Oklahoma (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Burkholder Wealth Management TULSA	$144M → $379.9M	2.64× 2.0× typical	4 → 6	+1	Organic or recruited	Schwab	90.7
2	Plan Group Financial, Inc. OKLAHOMA CITY	$346.9M → $690.3M	1.99× 1.5× typical	14 → 17	+2	Organic or recruited	Schwab	87.8
3	Oath Planning, LLC TULSA	$123.5M → $284.7M	2.31× 1.7× typical	5 → 6	+1	Organic	Fidelity	86.0
4	Allegiant Wealth Advisors, LLC TULSA	$393.1M → $1.17B	2.97× 2.2× typical	1 → 2	0	Organic	Fidelity	76.2
5	Fourpath Capital Management, LLC OKLAHOMA CITY	$470.1M → $1.06B	2.25× 1.7× typical	3 → 6	0	Organic	Wells Fargo	75.0
6	Gibraltar Capital Management, Inc. TULSA	$750.9M → $1.35B	1.8× 1.3× typical	10 → 18	-1	Organic	Fidelity	69.9
7	Windle Wealth OKLAHOMA CITY	$159.3M → $251M	1.58× 1.2× typical	1 → 2	0	Organic	Altruist	67.7
8	J M Brown Financial Partners TULSA	$120M → $202.1M	1.68× 1.3× typical	4 → 5	0	Organic	Schwab	65.1
9	Jm2 Capital Inc. EDMOND	$156.1M → $238.4M	1.53× 1.1× typical	2 → 3	0	Organic	Schwab	63.4
10	Bok Financial Advisors TULSA	$737.6M → $1.06B	1.43× 1.1× typical	151 → 142	+3	Organic or recruited	Pershing	61.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Oklahoma.

How we ranked