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Financial Planners in Choctaw, OK: 2026 rankings

92 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Choctaw: Western-Shamrock Finance, RFA Score 73/100; 4.8★ from 363 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Western-Shamrock Finance, 192 Google reviews at 4.8★, the most of 92 ranked after Western-Shamrock Finance; ranked #2.

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

92 Choctaw financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 92 rated firms.

Most of this list also appears on the Financial planners in Oklahoma City ranking. See Financial planners in Oklahoma City

Top 10 financial planners in Choctaw 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 planners in Choctaw at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western-Shamrock Finance734.8★ (363)Oklahoma City, 17 mi awaySatTop score
2Western-Shamrock Finance734.8★ (192)Del City, 10 mi awaySatMost reviews
3Oath - Oklahoma City Estate Planning & Investment Attorneys724.9★ (177)Oklahoma City, 14 mi away——
4Western-Shamrock Finance684.6★ (114)Moore, 16 mi awaySat—
5Arena Accounting674.8★ (66)Moore, 18 mi away——
6Credit Coach Queen & Business Funding Oklahoma City664.8★ (54)Oklahoma City, 17 mi away——
7Arvest bank664.1★ (124)Oklahoma City, 15 mi awaySat—
8Arvest Bank653.8★ (69)Midwest City, 7 mi awaySat—
9Retirement Planners of America644.9★ (32)Oklahoma City, 17 mi away——
10First Command Financial Advisor - Gary Chitwood645.0★ (20)Oklahoma City, 11 mi away——

All 92 financial planners in Choctaw, 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.

  1. Ranked #1 in Choctaw

    #1 Western-Shamrock Finance

    Based in Oklahoma City, 17 mi away

    73/100RFA Score

    Ranked #1 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

  2. #2 Western-Shamrock Finance

    Based in Del City, 10 mi away

    73/100RFA Score

    Ranked #2 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

  5. #5 Arena Accounting

    Based in Moore, 18 mi away

    67/100RFA Score

    Ranked #5 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

  7. #7 Arvest bank

    Based in Oklahoma City, 15 mi away

    66/100RFA Score

    Ranked #7 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

  8. #8 Arvest Bank

    Based in Midwest City, 7 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.8★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 69 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
    1900 S Douglas Blvd, Midwest City, OK 73130
    View profile for Arvest Bank(405) 677-8711

  12. #12 First Command

    Based in Oklahoma City, 11 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5604 SE 67th St, Oklahoma City, OK 73135
    View profile for First Command(405) 737-8594

  15. #15 Vision Bank

    Based in Shawnee, 22 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4301 N Harrison St, Shawnee, OK 74804
    View profile for Vision Bank(405) 395-9455

  18. #18 Arvest Bank

    Based in Del City, 10 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.5★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 51 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    4580 SE 29th St, Del City, OK 73115
    View profile for Arvest Bank(405) 677-8711

  19. #19 Main Street Advisors

    Based in Edmond, 17 mi away

    62/100RFA Score

    Ranked #19 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

  20. #20 Burnett Advisors

    Based in Oklahoma City, 19 mi away

    62/100RFA Score

    Ranked #20 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

  21. #21 Arvest Bank

    Based in Norman, 22 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.1★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 58 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
    1375 12th Ave SE, Norman, OK 73071
    View profile for Arvest Bank(405) 366-3955

  22. #22 Arvest Bank

    Based in Moore, 16 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.9★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 36 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    824 SE 4th St, Moore, OK 73160
    View profile for Arvest Bank(405) 677-8711

  25. #25 Forge Financial

    Based in Edmond, 14 mi away

    61/100RFA Score

    Ranked #25 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

How we ranked Choctaw financial planners

We scored 92 Choctaw financial planners 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 Choctaw 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Choctaw: frequently asked questions

Which financial planner has the highest RFA Score in Choctaw?

By RFA Score, the highest-ranked financial planner in Choctaw, OK is Western-Shamrock Finance with an RFA Score of 73/100. It has 4.8★ from 363 Google reviews. It is open Saturdays until 1 PM. Western-Shamrock Finance (#2) and Oath - Oklahoma City Estate Planning & Investment Attorneys (#3) follow. We ranked 92 financial planners on eight factors, last updated November 9, 2026.

Which financial planners in Choctaw work on weekends?

14 of 92 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Western-Shamrock Finance (#1), Western-Shamrock Finance (#2) and Western-Shamrock Finance (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Choctaw financial planners have?

The median Google rating among 92 rated financial planners in Choctaw is 4.7★, with a median of 10 reviews. Western-Shamrock Finance has the most, 363 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Choctaw count in this ranking?

Yes, if they are within 25 mi of the Choctaw city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Choctaw ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Choctaw 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 planners 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 Choctaw

  1. November 2026: RFA Scores recalculated for 92 financial planners serving Choctaw.

More financial planners and Choctaw pages