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Financial Advisors in Edmond, OK: 2026 rankings

130 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Edmond: Oath - Oklahoma City Estate Planning & Investment Attorneys, RFA Score 71/100; 4.9★ from 177 Google reviews.

  2. 36

    Most-reviewed: Integrity Auto Finance, 998 Google reviews at 4.7★, the most of 130 ranked; ranked #36.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

130 Edmond financial advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 130 rated firms.

Top 10 financial advisors in Edmond at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Edmond at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Oath - Oklahoma City Estate Planning & Investment Attorneys714.9★ (177)Oklahoma City, 13 mi away—Top score
2Western-Shamrock Finance714.8★ (363)Oklahoma City, 19 mi awaySat—
3Western-Shamrock Finance704.8★ (192)Del City, 15 mi awaySat—
4Staton Financial Group Inc.695.0★ (152)Oklahoma City, 21 mi away——
5Focused Financial Coaching684.8★ (26)Edmond——
6Credit Coach Queen & Business Funding Oklahoma City684.8★ (54)Oklahoma City, 10 mi away——
7Main Street Advisors674.8★ (19)Edmond——
8Edward Jones - Financial Advisor: Brett A Thompson, CFP®675.0★ (16)Edmond——
9ChappelWood Financial Services675.0★ (16)Edmond——
10James Counts: Primerica - Financial Services675.0★ (15)Edmond——

All 130 financial advisors in Edmond, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Western-Shamrock Finance

    Based in Oklahoma City, 19 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 363 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 363 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    7804 S Western Ave, Oklahoma City, OK 73139
    View profile for Western-Shamrock Finance(405) 688-0000

  3. #3 Western-Shamrock Finance

    Based in Del City, 15 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 192 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 192 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4531 SE 29th St, Del City, OK 73115
    View profile for Western-Shamrock Finance(405) 672-2336

  7. #7 Main Street Advisors

    Based in Edmond

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    13920 N Western Ave, Edmond, OK 73013
    View profile for Main Street Advisors(405) 285-5566

  14. #14 Burnett Advisors

    Based in Oklahoma City, 6 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13907 Quail Pointe Dr, Oklahoma City, OK 73134
    View profile for Burnett Advisors(405) 241-1400

  16. #16 Forge Financial

    Based in Edmond

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.5★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2901 S Bryant Ave, Edmond, OK 73013
    View profile for Forge Financial(405) 340-1600

  23. #23 Arvest bank

    Based in Oklahoma City, 15 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 124 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 124 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3120 S Western Ave, Oklahoma City, OK 73109
    View profile for Arvest bank(405) 677-8711

  24. #24 Arena Accounting

    Based in Moore, 24 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 66 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    1111 Magnolia Ct Ste 201, Moore, OK 73160
    View profile for Arena Accounting(405) 919-3965

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 130 ranked financial advisors here; the rest are on their profiles.

financial advisors in Edmond, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26UMB Bank (with drive-thru services)654.4★ (28)10 mi
27Roche Wealth655.0★ (14)9 mi
28Charles Schwab653.9★ (26)5 mi
29Hughes Warren Inc.644.5★ (6)In Edmond
30Edward Jones - Financial Advisor: Ashlie D Nader, CFP®|CRPS™645.0★ (4)In Edmond
31Paul Douglas Hayes: Primerica - Financial Services645.0★ (4)In Edmond
32Eric Dubbell: Primerica - Financial Services644.8★ (12)9 mi
33Mike Cunningham Investments645.0★ (8)6 mi
34Distinct Wealth Management645.0★ (7)6 mi
35Wells Fargo Advisors633.0★ (15)In Edmond
36Integrity Auto Finance634.7★ (998)15 mi
37Graham Financial635.0★ (3)In Edmond
38Edward Jones - Financial Advisor: Joshua A Cain, CFP®635.0★ (3)In Edmond
39Bluecrest Financial Alliances - Oklahoma634.6★ (11)9 mi
40Edward Jones - Financial Advisor: Daylene K Bachman, ChFC®|CRPC™635.0★ (3)In Edmond
41Edward Jones - Financial Advisor: Brian B Cohlmia, CEPA®635.0★ (3)In Edmond
42Soard Financial Management, LLC635.0★ (3)In Edmond
43First Command Financial Advisor - Gary Chitwood635.0★ (20)18 mi
44Angela Wargin: Primerica - Financial Services635.0★ (12)13 mi
45Wymer Brownlee Wealth Strategies633.0★ (6)In Edmond
46Revenite Financial Services - Oklahoma City635.0★ (9)11 mi
47Align Team - Edelman Financial Engines634.4★ (7)6 mi
48Auric Road Wealth Management of Conservant Financial635.0★ (6)7 mi
49LPL Financial633.7★ (3)In Edmond
50Apex Wealth Management635.0★ (8)11 mi

Also serving Edmond

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Edmond
BusinessGoogle ratingDistance
ArrowPoint Wealth Advisors5.0★ (1)In Edmond
AXIS Financial5.0★ (2)In Edmond
Burnett Financial Group3.5★ (2)In Edmond
Edward Jones - Financial Advisor: Dustin Williams, CEPA®|AAMS®|CRPC™5.0★ (2)In Edmond
Edward Jones - Financial Advisor: Jared C McCoy, AAMS®|CRPC™5.0★ (2)In Edmond
Edward Jones - Financial Advisor: Kurt W Semtner5.0★ (2)In Edmond
Ethan Hulme - Thrivent5.0★ (2)In Edmond
Jolie Boke - Raymond James5.0★ (1)In Edmond
LiFEMORE Financial Group5.0★ (2)In Edmond
M Advisor5.0★ (1)In Edmond
Mel Stewart Investments5.0★ (1)In Edmond
Raymond James Financial Services5.0★ (1)In Edmond
Rulicent Investments5.0★ (2)In Edmond
Scott Schaefer - Thrivent1.0★ (1)In Edmond
Signal Research Group, LLC5.0★ (2)In Edmond
T L Cross Brokerage5.0★ (1)In Edmond
The Advisors Raymond James5.0★ (1)In Edmond
The Financial Diva5.0★ (1)In Edmond
Tracy D Holt: Primerica - Financial Services5.0★ (1)In Edmond
Transcendent Capital Group5.0★ (2)In Edmond

How we ranked Edmond financial advisors

We scored 130 Edmond financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Edmond data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Edmond: frequently asked questions

Which financial advisor has the highest RFA Score in Edmond?

By RFA Score, the highest-ranked financial advisor in Edmond, OK is Oath - Oklahoma City Estate Planning & Investment Attorneys with an RFA Score of 71/100. It has 4.9★ from 177 Google reviews. Western-Shamrock Finance (#2) and Western-Shamrock Finance (#3) follow. We ranked 130 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Edmond?

RankedFinancialAdvisors ranks 130 financial advisors serving Edmond, OK. 24 of them are based in Edmond; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Edmond work on weekends?

15 of 130 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Western-Shamrock Finance (#2), Western-Shamrock Finance (#3) and Western-Shamrock Finance (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Edmond financial advisors have?

The median Google rating among 130 rated financial advisors in Edmond is 4.8★, with a median of 8 reviews. Integrity Auto Finance has the most, 998 reviews, and ranks #36. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Edmond count in this ranking?

Yes, if they are within 25 mi of the Edmond city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Edmond ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Edmond a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Edmond

  1. November 2026: RFA Scores recalculated for 130 financial advisors serving Edmond.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Edmond pages