DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Madill, | 575 | |||||||
| $12B | 2024 | |||||||
| Oklahoma City, | $1.1B | 2025 | ||||||
| Oklahoma City, | 152 | |||||||
| Stillwater, | $1.7B | 2025 | ||||||
| $3.7B | 2024 | |||||||
| $3.1B | 2024 | |||||||
| Norman, | $3.0B | 2025 | ||||||
| TULSA, | $356M | 4 | 2012 | |||||
BOK Financial Advisors Firm · Private equity · matched Bank of Oklahoma Also on RIA / Wealth Management | · probable Unsized | Tulsa, | $738M | 2 | 10 | |||
| $1.2B | 2024 | |||||||
| $844M | 2024 | |||||||
| $428M | 2024 | |||||||
| Oklahoma City, | $67.2M | 5 | 3 | 1 | 2024 | |||
| Oklahoma City, | 66 | |||||||
| Oklahoma City, | 234 | |||||||
MARINER WEALTH ADVISORS Registered adviser · RIA / Wealth · matched MARINER WEALTH ADVISORS-OKLAHOMA, LLC · 801-51988 Also on Allocators | OVERLAND PARK, | $2.4B | 2012 | |||||
| $140M | 2024 | |||||||
| Ardmore, | $142M | 2025 | ||||||
| Edmond, | $105M | 2024 | ||||||
| Jenks, | 62 | |||||||
| $20.2M | 2024 | |||||||
| Edmond, | 68 | |||||||
| $19.4M | 2024 | |||||||
| 13 | 2024 | |||||||
CONE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched OKLAHOMA SENIOR PLANNING SOLUTIONS, LLC | TULSA, | $29.7M | 2026 | |||||
| Oklahoma City, | 162 | |||||||
Oklahoma County Employees Retirement System (CLOSED 1991) Allocator · Allocators · matched OKLAHOMA COUNTY EMPLOYEES RETIREMENT SYSTEM · <100M | $6.4M | 2024 | ||||||
| 1 | 2025 | |||||||
| Tulsa, | 71 | |||||||
| Oklahoma City, | 824 | |||||||
| Del City, | 450 | |||||||
| Urbana, | 502 | |||||||
| Tulsa, | 474 | |||||||
| Oklahoma City, | 434 | |||||||
| Norman, | 331 | |||||||
| Atlanta, | 231 | |||||||
| Hulbert, | 115 | |||||||
| Oklahoma City, | 113 | |||||||
| Oklahoma City, | 76 | |||||||
| Tulsa, | 78 | |||||||
| Oklahoma City, | 89 | |||||||
| Mcalester, | 84 | |||||||
| Oklahoma City, | 64 | |||||||
| Bartlesville, | 80 | |||||||
Oklahoma General Agency, Inc. DBA One General Agency Company · Sponsors · Insurance agencies brokerage | Oklahoma City, | 77 | ||||||
| Wetumka, | 73 | |||||||
| Oklahoma City, | 71 | |||||||
| Norman, | 65 | |||||||
| Oklahoma City, | 64 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.