Managers in Edmond, OK

United States · 36 asset managers within 25 km (6 in Edmond itself) · 77 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Oklahoma City, OK 30 · Norman, OK 1

Asset managers in and around Edmond

#	Manager	People here	Assets
1	CE INVESTMENT MANAGEMENT, LLC institutions · Oklahoma City $5.9bn	about 15main office	$5.9bn
2	WARWICK INVESTMENT GROUP, LLC private equity · Oklahoma City $2.1bn	about 10main office	$2.1bn
3	HUMPHREYS CAPITAL, LLC real estate · Oklahoma City $252.4m	about 10main office	$252.4m
4	ACORN CAPITAL MANAGEMENT private equity · Oklahoma City $893.2m	about 8main office	$893.2m
5	ACCESS FINANCIAL RESOURCES INC. institutions · Oklahoma City $410.6m	about 7main office	$410.6m
6	EXCHANGE TRADED CONCEPTS, LLC mutual funds, futures · Oklahoma City $23.0bn	about 6main office	$23.0bn
7	Caption Management, LLC hedge funds · Oklahoma City $3.4bn	about 3main office	$3.4bn
8	Argent Financial Group, Inc. institutions, wealth · Oklahoma City ARGENT RETIREMENT PLAN ADVISORS, LLC · 3 related pages $842.5m	3	$842.5m
9	HALL CAPITAL, LLC private equity, real estate, wealth · Oklahoma City HALL CAPITAL MANAGEMENT COMPANY, LLC · 2 related pages $180.0m	3	$180.0m
10	RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Oklahoma City $7.4bn	2	$7.4bn
11	BISON CAPITAL GROUP, LLC real estate · Edmond $306.2m	about 2main office	$306.2m
12	Gallagher Fiduciary Advisors, LLC institutions, futures · Oklahoma City $194.8bn	1	$194.8bn
13	Wealthspire Retirement, LLC institutions · Oklahoma City Wealthspire Retirement, LLC · 4 related pages $38.6bn	1	$38.6bn
14	RFG Advisory, LLC mutual funds · Oklahoma City $8.0bn	1	$8.0bn
15	Encompass Capital Advisors LLC hedge funds, futures · Oklahoma City $4.8bn	1	$4.8bn
16	ORLEANS CAPITAL MANAGEMENT CORP/LA institutions · Edmond $2.1bn	1	$2.1bn
17	EVEN HERD LLC mutual funds · Oklahoma City $55.9m	about 1main office	$55.9m
18	AWH FINANCIAL, LLC Oklahoma City	1
19	STRONGHOLD RESOURCE PARTNERS private equity, futures · Oklahoma City $246.5m	office	$246.5m
20	ALLSTATE CORP structured credit, wealth · Edmond ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
21	EXENCIAL WEALTH ADVISORS, LLC Oklahoma City $3.2bn	based here	$3.2bn
22	TITLEIST ASSET MANAGEMENT, LLC wealth · Edmond TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn	office	$2.8bn
23	Hilltop Holdings Inc. wealth, bank or insurer · Oklahoma City HILLTOP SECURITIES INC., MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	2 offices	$2.5bn
24	Full Sail Capital, LLC Oklahoma City $1.8bn	based here	$1.8bn
25	Plan Group Financial, LLC Oklahoma City $483.1m	based here	$483.1m
26	InvesTrust Oklahoma City $259.8m	based here	$259.8m
27	Transcendent Capital Group LLC Edmond $257.1m	based here	$257.1m
28	BancFirst Trust & Investment Management Oklahoma City $237.0m	based here	$237.0m
29	Perissos Private Wealth Management, LLC Oklahoma City $148.3m	based here	$148.3m
30	JM2 Capital Inc. Edmond $145.7m	based here	$145.7m
31	Align Wealth Management, LLC Oklahoma City $118.3m	based here	$118.3m
32	KOKINO LLC Oklahoma City $28.0m	based here	$28.0m
33	CONQUER INVESTMENTS, LLC private equity, real estate · Oklahoma City	office
34	CRP MANAGEMENT XI, LLC private equity · Oklahoma City	office
35	NIVALE CAPITAL MANAGEMENT hedge funds · Oklahoma City	office
36	PLAINS VENTURES venture · Oklahoma City	office

36 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.