Investment advisers in Edmond, OK
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Forge Financial | $1.46 billion | 15 | 0 |
| Transcendent Capital Group | $360.7 million | 11 | 0 |
| Bison Capital Group, LLC | $306.2 million | 6 | 0 |
| Jm2 Capital Inc. | $238.4 million | 8 | 0 |
| Hughes Warren, Inc. | $220.5 million | 6 | 0 |
| Chappelwood Financial Services | $113.1 million | 3 | 0 |