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Financial Planners in El Reno, OK: 2026 rankings

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

The short answer

  1. 1

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

  2. 29

    Most-reviewed: Bank of America (with Drive-thru ATM), 171 Google reviews at 2.5★, the most of 42 ranked after Oath - Oklahoma City Estate Planning & Investment Attorneys; ranked #29.

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

42 El Reno financial planners are ranked here by RFA Score, from eight published factors. 6 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 42 rated firms.

Top 10 financial planners in El Reno 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 El Reno at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Oath - Oklahoma City Estate Planning & Investment Attorneys714.9★ (177)Oklahoma City, 25 mi away—Top score
2Credit Coach Queen & Business Funding Oklahoma City664.8★ (54)Oklahoma City, 22 mi away——
3Arvest bank654.1★ (124)Oklahoma City, 25 mi awaySat—
4Arvest Bank653.5★ (107)Yukon, 12 mi awaySat—
5Retirement Planners of America654.9★ (32)Oklahoma City, 22 mi away——
6Bank of America (with Drive-thru ATM)633.5★ (47)Yukon, 13 mi away——
7Burnett Advisors624.7★ (23)Oklahoma City, 22 mi away——
8UMB Bank (with drive-thru services)624.4★ (28)Oklahoma City, 23 mi awaySat—
9Roche Wealth625.0★ (14)Oklahoma City, 20 mi away——
10Castlepoint Wealth Advisors625.0★ (18)Oklahoma City, 24 mi away——

All 42 financial planners in El Reno, 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.

  3. #3 Arvest bank

    Based in Oklahoma City, 25 mi away

    65/100RFA Score

    Ranked #3 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

  4. #4 Arvest Bank

    Based in Yukon, 12 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.5★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 107 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
    1051 Cornwell Dr, Yukon, OK 73099
    View profile for Arvest Bank(405) 677-8711

  7. #7 Burnett Advisors

    Based in Oklahoma City, 22 mi away

    62/100RFA Score

    Ranked #7 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

  9. #9 Roche Wealth

    Based in Oklahoma City, 20 mi away

    62/100RFA Score

    Ranked #9 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

  12. #12 Main Street Advisors

    Based in Edmond, 25 mi away

    61/100RFA Score

    Ranked #12 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

  15. #15 Apex Wealth Management

    Based in Warr Acres, 19 mi away

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5560A NW 72nd St, Warr Acres, OK 73132
    View profile for Apex Wealth Management(405) 842-2720

  19. #19 Arrow Investment Management

    Based in Oklahoma City, 22 mi away

    59/100RFA Score

    Ranked #19 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–Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    3030 Northwest Expressway Service Road Ste 300, Oklahoma City, OK 73112
    View profile for Arrow Investment Management(405) 509-8198

  20. #20 Distinct Wealth Management

    Based in Oklahoma City, 22 mi away

    59/100RFA Score

    Ranked #20 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

  22. #22 Windle Wealth

    Based in Oklahoma City, 20 mi away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    5740 NW 132nd St, Oklahoma City, OK 73142
    View profile for Windle Wealth(405) 261-5202

  25. #25 Retirement Investment Advisors

    Based in Oklahoma City, 22 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Tue 8 AM–5:30 PM · Wed closed · Thu 8 AM–5:30 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    2925 United Founders Blvd, Oklahoma City, OK 73112
    View profile for Retirement Investment Advisors(405) 842-3443

All 42 financial planners

#1 to #25 are shown in full above. Here are #26 to #42, in RFA Score order; each links to its profile.

financial planners in El Reno, ranks 26 to 42
RankBusinessRFA ScoreGoogle ratingDistance
26Fidelity Investments583.0★ (20)24 mi
27Capital Asset Management, Inc.584.2★ (5)21 mi
28Equitable Advisors583.5★ (6)20 mi
29Bank of America (with Drive-thru ATM)582.5★ (171)19 mi
30Hilltop Securities Inc.575.0★ (3)20 mi
31Trust Company of Oklahoma573.7★ (6)23 mi
32Edelman Financial Engines575.0★ (4)23 mi
33Wilshire-Pennington Group Inc574.0★ (4)22 mi
34Edward Jones - Financial Advisor: Lacie McCumber, CFP®575.0★ (3)22 mi
35Investment Concepts & Financial Planning Services, Inc.565.0★ (3)22 mi
36F.I.G. Financial Advisory Services, Inc565.0★ (3)22 mi
37Wymer Brownlee Wealth Strategies563.0★ (6)23 mi
38All About U Services563.8★ (5)24 mi
39R L Cloud CPA, PC563.7★ (3)22 mi
40Investrust Wealth Management564.7★ (3)24 mi
41Advance Financial Lighthouse, Inc.485.0★ (4)20 mi
42Credent Wealth Management - Oklahoma City, OK475.0★ (3)20 mi

Also serving El Reno

20 more financial planners 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 planners serving El Reno
BusinessGoogle ratingDistance
Access Advisory Group LLC5.0★ (2)24 mi
Access Financial Resources Inc5.0★ (2)21 mi
Cassidy Financial Group Inc.5.0★ (1)21 mi
Edward Jones - Financial Advisor: Amanda M Rosholt, CFP®In El Reno
Edward Jones - Financial Advisor: Austin Graves, CFP®5.0★ (2)In El Reno
Edward Jones - Financial Advisor: Justin M TateIn El Reno
Foster Wilcox, Financial Advisor - Cimarron Financial Group5.0★ (1)17 mi
Freeman Financial Group3.0★ (2)22 mi
G. DeWayne McAnally, LLC5.0★ (1)20 mi
Integrity Advisors Group5.0★ (1)11 mi
Legacy Investment Services Inc1.0★ (2)23 mi
Merrill Lynch Financial Advisor Scott Mullins5.0★ (1)20 mi
Merrill Lynch Wealth Management5.0★ (1)20 mi
OKC Investment Advisors5.0★ (1)21 mi
Oklahoma City, OK Branch Office - UBS Financial Services Inc.5.0★ (2)20 mi
Perissos Private Wealth Management5.0★ (2)17 mi
Preserve Wealth Oklahoma LLC5.0★ (2)20 mi
Redstone Wealth Management5.0★ (2)22 mi
Wells Fargo Advisors2.7★ (7)In El Reno
Zach Archer - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)25 mi

How we ranked El Reno financial planners

We scored 42 El Reno 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 El Reno 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 El Reno: frequently asked questions

Which financial planner has the highest RFA Score in El Reno?

By RFA Score, the highest-ranked financial planner in El Reno, OK is Oath - Oklahoma City Estate Planning & Investment Attorneys with an RFA Score of 71/100. It has 4.9★ from 177 Google reviews. Credit Coach Queen & Business Funding Oklahoma City (#2) and Arvest bank (#3) follow. We ranked 42 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in El Reno?

RankedFinancialAdvisors ranks 42 financial planners serving El Reno, OK. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in El Reno work on weekends?

6 of 42 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Arvest bank (#3), Arvest Bank (#4) and UMB Bank (with drive-thru services) (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do El Reno financial planners have?

The median Google rating among 42 rated financial planners in El Reno is 4.8★, with a median of 7 reviews. Oath - Oklahoma City Estate Planning & Investment Attorneys has the most, 177 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 El Reno count in this ranking?

Yes, if they are within 25 mi of the El Reno 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 El Reno 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 El Reno 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 El Reno

  1. November 2026: RFA Scores recalculated for 42 financial planners serving El Reno.

More financial planners and El Reno pages