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Financial Planners in Norman, OK: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Norman: Western-Shamrock Finance, RFA Score 74/100; 4.8★ from 363 Google reviews; open Saturdays until 1 PM.

  2. 46

    Most-reviewed: Bank of America (with Drive-thru ATM), 242 Google reviews at 2.5★, the most of 68 ranked after Western-Shamrock Finance; ranked #46.

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

68 Norman financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 68 rated firms.

Top 10 financial planners in Norman 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 Norman at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Western-Shamrock Finance744.8★ (363)Oklahoma City, 13 mi awaySatTop score
2Western-Shamrock Finance724.8★ (192)Del City, 15 mi awaySat—
3Oath - Oklahoma City Estate Planning & Investment Attorneys714.9★ (177)Oklahoma City, 18 mi away——
4Western-Shamrock Finance704.6★ (114)Moore, 9 mi awaySat—
5Arena Accounting704.8★ (66)Moore, 7 mi away——
6Arvest Bank684.1★ (58)NormanSat—
7Arvest bank664.1★ (124)Oklahoma City, 15 mi awaySat—
8Arvest Bank654.1★ (18)Norman——
9Credit Coach Queen & Business Funding Oklahoma City654.8★ (54)Oklahoma City, 22 mi away——
10Vision Bank655.0★ (10)Norman——

All 68 financial planners in Norman, 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 Norman

    #1 Western-Shamrock Finance

    Based in Oklahoma City, 13 mi away

    74/100RFA 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, 15 mi away

    72/100RFA 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, 7 mi away

    70/100RFA 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

  6. #6 Arvest Bank

    Based in Norman

    68/100RFA Score

    Ranked #6 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

  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 Norman

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.1★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 18 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    212 E Comanche St, Norman, OK 73069
    View profile for Arvest Bank(888) 307-3496

  10. #10 Vision Bank

    Based in Norman

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3600 W Main St Ste 100, Norman, OK 73072
    View profile for Vision Bank(405) 914-3100

  11. #11 Arvest Bank

    Based in Norman

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.3★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ 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
    1355 W Lindsey St, Norman, OK 73069
    View profile for Arvest Bank(405) 366-3955

  14. #14 Arvest Bank

    Based in Moore, 8 mi away

    64/100RFA Score

    Ranked #14 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

  18. #18 First Command

    Based in Oklahoma City, 12 mi away

    63/100RFA Score

    Ranked #18 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

  19. #19 Arvest Bank

    Based in Midwest City, 16 mi away

    63/100RFA Score

    Ranked #19 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

  22. #22 Jones Financial Partners

    Based in Norman

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Tue 8 AM–4 PM · Wed closed · Thu 8 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2760 Washington Dr Ste 110, Norman, OK 73069
    View profile for Jones Financial Partners(405) 366-1297

  25. #25 Arvest Bank

    Based in Del City, 15 mi away

    61/100RFA Score

    Ranked #25 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

Financial planners 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 68 ranked financial planners here; the rest are on their profiles.

financial planners in Norman, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Brant Kirk615.0★ (9)12 mi
27UMB Bank (with drive-thru services)614.4★ (28)22 mi
28First Command Financial Advisor - Jerry Bolster615.0★ (8)12 mi
29Gorton Financial Group615.0★ (5)7 mi
30Castlepoint Wealth Advisors615.0★ (18)23 mi
31Mike Purvine - COUNTRY Financial Representative614.4★ (7)9 mi
32First Command Financial Advisor - Jeff Wallace, ChFC®|RICP®|CLF®605.0★ (7)12 mi
33Arvest Bank604.0★ (15)18 mi
34UMB Bank603.9★ (16)18 mi
35Bank of America (with Drive-thru services)593.2★ (145)21 mi
36First Command Financial Advisor - Mitch Butler594.8★ (5)12 mi
37Bank of America (with Drive-thru ATM)592.2★ (132)In Norman
38Vault Wealth Strategies, LLC595.0★ (8)19 mi
39RCB Bank594.9★ (7)18 mi
40Bank of America (with Drive-thru ATM)593.5★ (47)24 mi
41Bluecrest Financial Alliances - Oklahoma584.6★ (11)23 mi
42McGuire Capital Management584.0★ (4)12 mi
43Well Preserved Advisory Group584.3★ (12)22 mi
44First Command District Advisor - Matthew Bowman, ChFC®|MBA|CFP®585.0★ (3)12 mi
45McGuire Capital - Michael McGuire585.0★ (8)23 mi
46Bank of America (with Drive-thru ATM)582.5★ (242)12 mi
47Arvest Bank583.0★ (64)20 mi
48Arrow Investment Management585.0★ (7)22 mi
49Apex Wealth Management585.0★ (8)24 mi
50Northwestern Mutual-Ben Ball575.0★ (6)22 mi

Also serving Norman

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 Norman
BusinessGoogle ratingDistance
Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Norman
Catch215.0★ (1)In Norman
Cayla Taylor - Thrivent5.0★ (1)In Norman
Charles Schwab4.0★ (4)In Norman
Credit Advisors Council - Credit Repair Oklahoma City3.0★ (1)In Norman
Edward Jones - Financial Advisor: Amanda Zamarripa, CRPC™5.0★ (1)In Norman
Edward Jones - Financial Advisor: Chris Nelson, CFP®2.0★ (1)In Norman
Edward Jones - Financial Advisor: Jake Rowley5.0★ (1)In Norman
Edward Jones - Financial Advisor: Jason Robinson, CFP®5.0★ (5)In Norman
Edward Jones - Financial Advisor: Jolene T Nauman, AAMS®|CRPC™3.5★ (2)In Norman
Edward Jones - Financial Advisor: Krystal R Marazzi, CFP®5.0★ (5)In Norman
Edward Jones - Financial Advisor: Laurie E Meese5.0★ (13)In Norman
Edward Jones - Financial Advisor: Matt Haben, AAMS®5.0★ (5)In Norman
Edward Jones - Financial Advisor: Scott Richardson, ChFC®5.0★ (3)In Norman
Financial Equipment Co5.0★ (1)In Norman
Kate Adams and Associates5.0★ (1)In Norman
Moore Tax and Financial Services5.0★ (1)In Norman
NFA Wealth Management5.0★ (2)In Norman
Swipe OK5.0★ (1)In Norman
TIAA Financial Services5.0★ (1)In Norman

How we ranked Norman financial planners

We scored 68 Norman 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 Norman 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 Norman: frequently asked questions

Which financial planner has the highest RFA Score in Norman?

By RFA Score, the highest-ranked financial planner in Norman, OK is Western-Shamrock Finance with an RFA Score of 74/100. 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 68 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Norman?

RankedFinancialAdvisors ranks 68 financial planners serving Norman, OK. 9 of them are based in Norman; 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 planners in Norman work on weekends?

13 of 68 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 Norman financial planners have?

The median Google rating among 68 rated financial planners in Norman is 4.7★, with a median of 12 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 Norman count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 68 financial planners serving Norman.

More financial planners and Norman pages