The 7 Largest Financial Consulting Firm in Oklahoma

Oklahoma is home to several prominent financial consulting firms that provide tailored financial guidance to individuals, businesses, and organizations. These firms possess extensive expertise in various financial domains, assisting clients in navigating complex financial landscapes and achieving their financial goals. Here are the five largest financial consulting firms in Oklahoma:

• Moss Adams LLP: With a strong presence in Oklahoma City, Moss Adams LLP is a leading financial consulting firm offering a comprehensive range of services, including audit and assurance, tax planning and compliance, and business consulting. The firm’s team of seasoned professionals delivers tailored solutions to clients across various industries, helping them optimize financial performance and mitigate risks.
• Eide Bailly LLP: Headquartered in Fargo, North Dakota, Eide Bailly LLP has a significant presence in Oklahoma City. The firm specializes in providing accounting, tax, and consulting services to businesses and individuals. Eide Bailly’s team of experienced professionals is committed to helping clients navigate complex financial challenges and achieve sustained growth.
• BKD LLP: BKD LLP is a national accounting and consulting firm with a strong presence in Oklahoma City. The firm offers a wide array of financial services, including audit and assurance, tax planning and compliance, and consulting services. BKD’s team of experts works closely with clients to develop customized solutions that address their unique financial needs and objectives.
• Armanino LLP: Armanino LLP is a leading accounting and business consulting firm with offices in Oklahoma City. The firm provides a comprehensive suite of financial services, including audit and assurance, tax planning and compliance, and management consulting. Armanino’s team of professionals collaborates with clients to develop innovative solutions that drive business growth and enhance financial performance.
• Crowe LLP: Crowe LLP is a global accounting, consulting, and technology firm with a strong presence in Oklahoma City. The firm offers a wide range of financial services, including audit and assurance, tax planning and compliance, and consulting services. Crowe’s team of experts works closely with clients to understand their unique challenges and develop tailored solutions that help them achieve their financial goals.

The 7 Biggest Financial Consulting Firm near Oklahoma

Align Wealth Management : Financial Planners, Wealth Retirement

• Address: 13921 Quail Pointe Dr, Oklahoma City, OK 73134, United States
• Map: Click here
• Rating: 4.5 (6)
• Phone: +1 405-607-4820
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Ron Blissit✭✭✭✭✭

  2 years ago

  Been with this group for 10-15 years and been well served by the same team. We’ve had lean and uncertain periods as well as more prosperous ones – this group holds their course and manages through it all. They manage with a steady and studied approach. They don’t duck hard questions and are able to explain their reasoning. I got an unexpected “Good Morning” call recently saying they had reduced the mgmt. fee on our account – out of the clear blue sky. This was due to sound management on their part producing successful results over a period of time. Our relationship is built on mutual respect and trust. Notice I said “mutual”. That is essential in any relationship and especially a financial one. Thank you, Align staff, for living up to our high expectations.

  Michael Head✭✭

  6 years ago

  Started great but be wary. I sought out Align due to their rating status in Oklahoma. First meeting was very educational and the staff (Debbie and Darlene) is awesome to work with. After all my accounts were transferred over to under Aligns management the questions started. I received my first quarterly statement and there were errors in the document I had questions on. Trying to schedule an appointment was an act in futility, offered 7 different days and was told none of those worked for them. In telling them I was irritated about this, the owner decided I was not a good “fit” as a client and his decision was final (I was told there was a previous email exchange but he could not give specifics). Guess it’s be very nice or be dropped as a client, don’t know what else to say about that. They did great increasing the value of my portfolio in a short time – but too thinned skinned when a client is “irritated”. Proceed with caution

  Claude Obar✭✭✭✭✭

  6 years ago

  Great group of people to work with! I have been with them over ten years and my accounts have had very good growth.

  bgglfr✭✭✭✭✭

  4 years ago

  Simply the best, nine years of nothing but excellent service. Great returns, timely portfolio updates and always willing at help.

  Clinton Lawson✭✭✭✭✭

  8 years ago

  Wonderful staff. I the first impression is what sticks, and the receptionist was very polite and willing to help. I highly recommend their services!

Credent Wealth Management – Oklahoma City Fee-Only Financial Planner

• Address: 5700 NW 130th St Suite 1, Oklahoma City, OK 73142, United States
• Map: Click here
• Rating: 5 (3)
• Phone: +1 405-470-0359
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  David Balding✭✭✭✭✭

  2 years ago

  Tracy Ann Miller has been my wealth advisor since 1997. She has done an excellent job managing my account. She is always available to answer any questions I might have about my account. She is very prompt in responding to your needs, questions or concerns. She is very personable yet professional. I appreciate all the information and advice she provides concerning my account. I can highly recommend her to anyone that is looking for someone that is knowledgeable, well informed, and handles your money as though it is hers.

  Diana Barr✭✭✭✭✭

  a year ago

  The whole Miller Private Wealth team has been extremely helpful and responsive in combining and transferring all of our separate 401K accounts from various jobs. My whole family has worked with Tracy and her team for years and have all been pleased with their knowledge and expertise in handling our retirement accounts.

  Lori Zeller✭✭✭✭✭

  2 years ago

  Jason Sauer of Miller Private Wealth has impressed me with his professionalism and knowledge of the investments industry. I’d recommend his services to anyone who is seeking investment advisory services.

F.I.G. Financial Advisory Services, Inc

• Address: 14642 Bogert Pkwy, Oklahoma City, OK 73134, United States
• Map: Click here
• Rating: 5 (2)

Fuse Financial Group, Oklahoma City

• Address: 10900 Hefner Pointe Dr #404, Oklahoma City, OK 73120, United States
• Map: Click here
• Rating: 3 (1)

Kelly Thompson – Financial Advisor, Ameriprise Financial Services, LLC

• Address: 5400 N Grand Blvd Ste 410, Oklahoma City, OK 73112, United States
• Map: Click here
• Rating: 5 (1)

Morgan Stanley Financial Advisors

• Address: 6305 Waterford Blvd STE 240, Oklahoma City, OK 73118, United States
• Map: Click here
• Rating: 5 (1)

Prairie Oak Partners

• Address: 1214 N Hudson Ave, Oklahoma City, OK 73103, United States
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various states, like those mentioned in Connecticut, Utah and California, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Oklahoma, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Oklahoma

Oklahoma is home to several top financial consulting firms that provide a range of services to individuals and businesses. These firms have gained popularity for their expertise, reputation, and track record in delivering high-quality financial advice and solutions. Here are the top three financial consulting firms in Oklahoma:

• Capstone Financial Group: Capstone Financial Group is a leading financial consulting firm in Oklahoma City. They offer a comprehensive range of services, including retirement planning, investment management, risk management, and estate planning. The firm is known for its personalized approach, tailored solutions, and commitment to building long-term relationships with clients. Capstone Financial Group has an experienced team of financial advisors who provide objective advice and guidance to help clients achieve their financial goals.
• Blue Moon Advisors: Blue Moon Advisors is a well-known financial consulting firm based in Tulsa. They specialize in providing strategic financial advisory services to startups and emerging growth companies. Blue Moon Advisors has a team of experienced professionals who assist clients in areas such as fundraising, financial planning, mergers and acquisitions, and exit strategies. The firm has a strong network of industry contacts and a proven track record of helping clients navigate the complexities of the business and financial landscape.
• Focus Group Advisors: Focus Group Advisors is a prominent financial consulting firm located in Oklahoma City. They offer a wide range of services, including financial planning, investment management, tax planning, and business valuation. Focus Group Advisors takes a holistic approach to financial planning and works closely with clients to assess their unique financial situation and goals. The firm prides itself on providing unbiased advice, customized solutions, and exceptional client service. Focus Group Advisors has a team of knowledgeable and experienced advisors who stay up-to-date with industry trends and regulations to ensure clients receive the most relevant and accurate advice.

These top financial consulting firms in Oklahoma have established themselves as trusted advisors in the industry. Whether you are an individual looking for personal financial planning or a business in need of strategic financial guidance, these firms can provide the expertise and support you need to achieve your financial goals.

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