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RIA Intel State Report

Oklahoma RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in Oklahoma, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024
Total Firms
97
Total AUM?
$56.3B
Median AUM
$221M
13F Filers
23
AUM Tier Distribution
Under $100M15
$100M–$500M52
$500M–$1B18
$1B–$5B10
$5B+2
State Snapshot
Total Firms97
Total AUM$56.3B
Median AUM$221M
13F Filers23
High Succession Risk11
Elevated Succession Risk13
Succession Risk Breakdown
High
11 firms (11%)
Elevated
13 firms (13%)
Moderate
20 firms (21%)
Lower
53 firms (55%)
Growth Leaders — Wealth Advisory Firms
FirmCityAUM3Y CAGRSuccession
PLAN GROUP FINANCIAL, INC.OKLAHOMA CITY$541M+30.4%Lower
ACORN GROWTH COMPANIES, LCOKLAHOMA CITY$655M+25.0%Lower
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.TULSA$862M+23.5%Elevated
JACKSON HOLE CAPITAL PARTNERS, LLCTULSA$967M+22.1%Lower
SCISSORTAIL WEALTH MANAGEMENT, LLCTULSA$588M+21.6%Lower
ARK & TLK INVESTMENTS, LLCOKLAHOMA CITY$605M+20.7%Moderate
CAPTION MANAGEMENT, LLCOKLAHOMA CITY$3.1B+19.3%Lower
CAPITAL ADVISORS, INC.TULSA$6.1B+17.1%Elevated
M&A Opportunity Signals
🎯
22Acquisition candidates
Firms with elevated/high succession risk and AUM $100M–$5B
📈
10Growing but vulnerable
Positive 3Y CAGR with high succession risk — attractive for acquirers
📉
2Mid-market shrinking
AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk
🔒 Top 25 Acquisition Targets — Ranked by Composite Score
RankFirmAUMScore
1PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.$862M46.3
2RETIREMENT INVESTMENT ADVISORS INC$1.3B43
3KNIGHTSBRIDGE ADVISERS LLC$3.0B40.2
4COMPREHENSIVE FINANCIAL PLANNING INC$183M38.7
5J M BROWN & ASSOCIATES, INC.$158M38.3
6F.I.G. FINANCIAL ADVISORY SERVICES, INC.$152M38.2
🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

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Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in Oklahoma. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.