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Largest SEC-Registered Investment Advisors (RIAs) in Oklahoma

Largest SEC-Registered Investment Advisors (RIAs) in Oklahoma

As of July 2024, per latest ADV filings

1. CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Assets Under Management: $11,569,058,289

Client Accounts:  2,265

2. CE INVESTMENT MANAGEMENT, LLC

Assets Under Management: $6,272,435,135

Client Accounts:  6

3. CAPITAL ADVISORS, INC.

Assets Under Management: $5,501,719,930

Client Accounts:  6,518

4. EXCHANGE TRADED CONCEPTS, LLC

Assets Under Management: $5,492,604,000

Client Accounts:  57

5. EXENCIAL WEALTH ADVISORS

Assets Under Management: $5,015,687,471

Client Accounts:  10,586

6. ARGONAUT PRIVATE CAPITAL, LP

Assets Under Management: $3,464,024,447

Client Accounts:  8

7. KNIGHTSBRIDGE ADVISERS LLC

Assets Under Management: $2,887,295,468

Client Accounts:  24

8. FULL SAIL CAPITAL, LLC

Assets Under Management: $1,831,472,226

Client Accounts:  1,609

9. CAPTION MANAGEMENT, LLC

Assets Under Management: $1,706,753,895

Client Accounts:  5

10. WARWICK INVESTMENT GROUP, LLC

Assets Under Management: $1,645,926,208

Client Accounts:  4

11. TOM JOHNSON INVESTMENT MANAGEMENT, LLC

Assets Under Management: $1,505,567,003

Client Accounts:  5,627

12. RETIREMENT INVESTMENT ADVISORS INC

Assets Under Management: $1,109,660,853

Client Accounts:  1,335

13. SPUR CAPITAL PARTNERS

Assets Under Management: $1,019,033,329

Client Accounts:  8

14. FORGE FINANCIAL

Assets Under Management: $1,008,864,970

Client Accounts:  6,173

15. JACKSON HOLE CAPITAL PARTNERS, LLC

Assets Under Management: $862,109,541

Client Accounts: 498

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