What is a financial advisors business worth in Oklahoma City, Oklahoma?

A typical financial advisors business in Oklahoma City, Oklahoma is worth about $1.6M, roughly 2.8× its yearly EBITDA. Smaller owner-run companies sell for 2–3× EBITDA; larger ones with $5M+ of EBITDA often sell for 6× or more.

How much revenue does a financial advisors business make in Oklahoma City, Oklahoma?

The typical one brings in about $1.6M a year, with an EBITDA margin around 35%. 4 of them have more than $25M in revenue.

How many financial advisors businesses are there in Oklahoma City, Oklahoma?

SeeBITDA lists 118, with a combined estimated revenue of $536.8M.

What is the largest financial advisors business in Oklahoma City, Oklahoma?

By estimated revenue, T-Stone LLC, at about $95.1M a year.

Which financial advisors businesses in Oklahoma City, Oklahoma might be for sale?

9 show several signs that often come before a sale, such as decades in business with the founder still in charge and no successor. See the likely-to-sell list on SeeBITDA.

Financial advisors in Oklahoma City, Oklahoma

118 businesses with estimated revenue, EBITDA and value, from public records. The typical one brings in about $1.6M a year with roughly $578K of EBITDA.

Businesses

118

Typical revenue

$1.6M

Typical EBITDA

$578K

Typical value

$1.6M

about 2.8× EBITDA

Combined revenue

$536.8M

Likely to sell

See them on the map Likely to sell

How big they are

Under $1M31

$1–5M66

$5–25M17

$25M+4

By estimated annual revenue.

Most likely to sell

PLAN GROUP FINANCIAL, INC. Oklahoma City · $6.0M
In business 58 years (since 1968) · No family successor named on its website
TRISTAR PENSION, LTD. Oklahoma City · $6.5M
In business 27 years (since 1999) · Founder still runs it after 27 years
Edward Jones Oklahoma City · $1.1M
In business 31 years (since 1995) · Founder still runs it after 31 years
John Lee Oklahoma City · $1.1M
In business 31 years (since 1995) · Founder still runs it after 31 years
MERIT ADVISORS, INC Oklahoma City · $2.4M
In business 30 years (since 1996) · Founder still runs it after 30 years

All 9 likely sellers →

Recent deals

EXENCIAL WEALTH ADVISORS, LLC acquired by Savant Wealth Management · 2026-03

What financial advisors businesses are worth in Oklahoma City, Oklahoma

What is a financial advisors business worth in Oklahoma City, Oklahoma?: A typical financial advisors business in Oklahoma City, Oklahoma is worth about $1.6M, roughly 2.8× its yearly EBITDA. Smaller owner-run companies sell for 2–3× EBITDA; larger ones with $5M+ of EBITDA often sell for 6× or more.
How much revenue does a financial advisors business make in Oklahoma City, Oklahoma?: The typical one brings in about $1.6M a year, with an EBITDA margin around 35%. 4 of them have more than $25M in revenue.
How many financial advisors businesses are there in Oklahoma City, Oklahoma?: SeeBITDA lists 118, with a combined estimated revenue of $536.8M.
What is the largest financial advisors business in Oklahoma City, Oklahoma?: By estimated revenue, T-Stone LLC, at about $95.1M a year.
Which financial advisors businesses in Oklahoma City, Oklahoma might be for sale?: 9 show several signs that often come before a sale, such as decades in business with the founder still in charge and no successor. See the likely-to-sell list on SeeBITDA.

Own one? Estimate what your business is worth.

Largest financial advisors businesses in Oklahoma City

#	Business	Est. revenue	Est. EBITDA
1	T-Stone LLC	$95.1M	$22.0M
2	Revolution II Wi Holding	$56.8M	$13.2M
3	James Baker Group Inc	$56.3M	$13.1M
4	Exencial Wealth Advisors, LLC	$28.8M	$7.6M
5	Crown Capital Partners	$20.8M	$5.5M
6	Aeronautical Title and Escrow Service	$15.8M	$4.2M
7	Exchange Traded Concepts LLC	$11.3M	$3.0M
8	Next Level Acquisitions, Inc.	$9.8M	$2.8M
9	Access Financial Resources, Inc.	$9.0M	$2.6M
10	Hogan Data Operations LP	$7.1M	$2.0M
11	Tlw Trading LLC	$6.9M	$2.0M
12	Remington Management LLC	$6.8M	$1.9M
13	Tristar Pension, Ltd.	$6.5M	$1.9M
14	Malachai Investments LLC	$6.5M	$1.9M
15	Caption Management, LLC	$6.1M	$1.8M
16	Pension Solutions, Inc.	$6.0M	$1.7M
17	Plan Group Financial, Inc.	$6.0M	$1.7M
18	Spirit of the West Financial Corporation	$6.0M	$1.7M
19	Westside Investment Management, Inc.	$5.5M	$1.6M
20	Full Sail Capital LLC	$5.4M	$1.5M
21	Good People Investments LLC	$5.2M	$1.5M
22	Square Deal Investment Management, Inc.	$4.9M	$1.6M
23	Lynx Oklahoma Operating, LLC	$4.8M	$1.6M
24	Viking Minerals LLC	$4.6M	$1.5M
25	Odyssey Financial Group LLC	$4.5M	$1.5M
26	Aems, LLC	$4.3M	$1.4M
27	OKC Star Investments Inc	$3.9M	$1.3M
28	Saint's Investment Group, LLC	$3.9M	$1.3M
29	Access Advisory Group, LLC	$3.8M	$1.2M
30	T.s. Phillips Investments, Inc	$3.8M	$1.2M
31	Mike Cunningham Investments LLC	$3.5M	$1.1M
32	Ark & Tlk Investments LLC	$3.3M	$1.1M
33	Financial Planning Center, Inc	$3.3M	$1.1M
34	J&l Restaurant Group LLC	$2.8M	$896K
35	Aircraft Guaranty Holdings, LLC	$2.7M	$878K
36	Align Wealth Management, LLC	$2.7M	$878K
37	Cameron Financial Strategies, LLC	$2.7M	$878K
38	Capstone Financial Group Inc	$2.7M	$878K
39	Farmers Royalty Company	$2.6M	$842K
40	Victorum Capital Club, LLC	$2.6M	$842K
41	Inovest Inc	$2.4M	$866K
42	Merit Advisors, Inc	$2.4M	$866K
43	Hughes Warren Inc	$2.2M	$770K
44	Payne Investment Group	$2.2M	$770K
45	Tracy Ann Miller	$2.2M	$770K
46	Coffee Family, LLC	$2.1M	$757K
47	Argent Trust Oklahoma (formerly Heritage Trust)	$2.1M	$787K
48	Trust Company Of Oklahoma	$2.1M	$787K
49	Sns Retail Trading LLC	$2.1M	$736K
50	The Richard Janes Company LLC	$2.1M	$736K

Figures are estimates from public data (SBA loan records, Census and IRS industry statistics, and other public filings), not reported financials. How estimates work.