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Financial Advisors in Guthrie, OK: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Guthrie: Tammy Lally – The Money Coach, RFA Score 70/100; 5.0★ from 37 Google reviews.

  2. 43

    Most-reviewed: Bank of America (with Drive-thru ATM), 83 Google reviews at 2.3★, the most of 51 ranked; ranked #43.

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

51 Guthrie financial advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 51 rated firms.

Top 10 financial advisors in Guthrie 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 Guthrie at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Tammy Lally – The Money Coach705.0★ (37)Casselberry, 17 mi awayTop score
2ChappelWood Financial Services665.0★ (16)Edmond, 17 mi away—
3James Counts: Primerica - Financial Services665.0★ (15)Edmond, 16 mi away—
4Burnett Advisors664.7★ (23)Oklahoma City, 20 mi away—
5Edward Jones - Financial Advisor: Brett A Thompson, CFP®665.0★ (16)Edmond, 18 mi away—
6Main Street Advisors664.8★ (19)Edmond, 19 mi away—
7Nicole Hughes: Primerica - Financial Services665.0★ (18)Oklahoma City, 22 mi away—
8Castlepoint Wealth Advisors655.0★ (18)Oklahoma City, 24 mi away—
9Cornerstone Capital Management655.0★ (11)Edmond, 18 mi away—
10Forge Financial654.5★ (13)Edmond, 18 mi away—

All 51 financial advisors in Guthrie, 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.

  4. #4 Burnett Advisors

    Based in Oklahoma City, 20 mi away

    66/100RFA Score

    Ranked #4 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

  6. #6 Main Street Advisors

    Based in Edmond, 19 mi away

    66/100RFA Score

    Ranked #6 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

  10. #10 Forge Financial

    Based in Edmond, 18 mi away

    65/100RFA Score

    Ranked #10 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

  11. #11 Charles Schwab

    Based in Oklahoma City, 20 mi away

    65/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.9★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 26 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    13710 N Pennsylvania Ave #2, Oklahoma City, OK 73134
    View profile for Charles Schwab(405) 775-1000

  13. #13 Roche Wealth

    Based in Oklahoma City, 22 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    13104 N MacArthur Blvd Ste B, Oklahoma City, OK 73142
    View profile for Roche Wealth(405) 215-9515

  21. #21 Distinct Wealth Management

    Based in Oklahoma City, 20 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    14604 Bogert Pkwy, Oklahoma City, OK 73134
    View profile for Distinct Wealth Management(405) 562-5854

  25. #25 Hughes Warren Inc.

    Based in Edmond, 19 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.5★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 4.5★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    16350 Muirfield Pl, Edmond, OK 73013
    View profile for Hughes Warren Inc.(405) 418-4080

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 51 ranked financial advisors here; the rest are on their profiles.

financial advisors in Guthrie, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Align Team - Edelman Financial Engines624.4★ (7)20 mi
27Auric Road Wealth Management of Conservant Financial625.0★ (6)21 mi
28Paul Douglas Hayes: Primerica - Financial Services625.0★ (4)16 mi
29Graham Financial625.0★ (3)14 mi
30Lynne Carlson: Primerica - Financial Services625.0★ (6)22 mi
31Windle Wealth615.0★ (5)22 mi
32Northwestern Mutual-Ben Ball615.0★ (6)25 mi
33Edward Jones - Financial Advisor: Daylene K Bachman, ChFC®|CRPC™615.0★ (3)18 mi
34Fidelity Investments613.0★ (20)24 mi
35Wymer Brownlee Wealth Strategies613.0★ (6)19 mi
36Soard Financial Management, LLC615.0★ (3)18 mi
37Equitable Advisors613.5★ (6)21 mi
38LPL Financial613.7★ (3)16 mi
39Bluespring Wealth - High Plains615.0★ (4)22 mi
40Edward Jones - Financial Advisor: Brian B Cohlmia, CEPA®615.0★ (3)19 mi
41Savant Wealth Management604.2★ (5)22 mi
42Edward Jones - Financial Advisor: Joshua A Cain, CFP®605.0★ (3)19 mi
43Bank of America (with Drive-thru ATM)602.3★ (83)15 mi
44F.I.G. Financial Advisory Services, Inc605.0★ (3)20 mi
45Investment Concepts & Financial Planning Services, Inc.605.0★ (3)20 mi
46Hilltop Securities Inc.605.0★ (3)21 mi
47Trust Company of Oklahoma603.7★ (6)25 mi
48Credent Wealth Management - Oklahoma City, OK605.0★ (3)22 mi
49Edward Jones - Financial Advisor: Lacie McCumber, CFP®605.0★ (3)22 mi
50Julie Marks - Private Wealth Advisor, Ameriprise Financial Services, LLC594.0★ (3)22 mi

Also serving Guthrie

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 Guthrie
BusinessGoogle ratingDistance
1889 Heritage WealthIn Guthrie
AXIS Financial5.0★ (2)18 mi
Burnett Financial Group3.5★ (2)18 mi
Edward Jones - Financial Advisor: Brian K Jenkins, AAMS®In Guthrie
Edward Jones - Financial Advisor: Dustin Williams, CEPA®|AAMS®|CRPC™5.0★ (2)19 mi
Edward Jones - Financial Advisor: Jared C McCoy, AAMS®|CRPC™5.0★ (2)19 mi
Edward Jones - Financial Advisor: Jessica L RigginIn Guthrie
Edward Jones - Financial Advisor: Kurt W Semtner5.0★ (2)18 mi
Edward Jones - Financial Advisor: Nate Geist, CFP®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Tami Woodard, AAMS®4.0★ (2)19 mi
Ethan Hulme - Thrivent5.0★ (2)17 mi
Freeman Financial Group3.0★ (2)20 mi
LiFEMORE Financial Group5.0★ (2)18 mi
Oklahoma City, OK Branch Office - UBS Financial Services Inc.5.0★ (2)21 mi
Redstone Wealth Management5.0★ (2)21 mi
Rulicent Investments5.0★ (2)18 mi
Signal Research Group, LLC5.0★ (2)17 mi
Tim Lowe: Guardian FinancialIn Guthrie
Transcendent Capital Group5.0★ (2)16 mi
Wayne Klamp - ThriventIn Guthrie

How we ranked Guthrie financial advisors

We scored 51 Guthrie 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 Guthrie 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 Guthrie: frequently asked questions

Which financial advisor has the highest RFA Score in Guthrie?

By RFA Score, the highest-ranked financial advisor in Guthrie, OK is Tammy Lally – The Money Coach with an RFA Score of 70/100. It has 5.0★ from 37 Google reviews. ChappelWood Financial Services (#2) and James Counts: Primerica - Financial Services (#3) follow. We ranked 51 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Guthrie?

RankedFinancialAdvisors ranks 51 financial advisors serving Guthrie, OK. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Guthrie financial advisors have?

The median Google rating among 51 rated financial advisors in Guthrie is 5.0★, with a median of 7 reviews. Bank of America (with Drive-thru ATM) has the most, 83 reviews, and ranks #43. 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 Guthrie count in this ranking?

Yes, if they are within 25 mi of the Guthrie 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 Guthrie 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 Guthrie 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 Guthrie

  1. November 2026: RFA Scores recalculated for 51 financial advisors serving Guthrie.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Guthrie pages