Financial advisors in Oklahoma
549 businesses with estimated revenue, EBITDA and value, from public records. The typical one brings in about $1.1M a year with roughly $435K of EBITDA.
Businesses
549
Typical revenue
$1.1M
Typical EBITDA
$435K
Typical value
$1.0M
about 2.3× EBITDA
Combined revenue
$1.77B
Likely to sell
68
See them on the map Likely to sell
How big they are
Under $1M182
$1–5M325
$5–25M34
$25M+8
By estimated annual revenue.
Most likely to sell
- ACCESS FINANCIAL GROUP INC Bethany · $1.8MIn business 44 years (since 1982) · Founder still runs it after 44 years
- PLAN GROUP FINANCIAL, INC. Oklahoma City · $4.1MIn business 58 years (since 1968) · No family successor named on its website
- TRISTAR PENSION, LTD. Oklahoma City · $4.2MIn business 27 years (since 1999) · Founder still runs it after 27 years
- Phillip Suarez Bethany · $1.1MIn business 31 years (since 1995) · Founder still runs it after 31 years
- Edward Jones - Financial Advisor: Mitch Egger Guymon · $1.1MIn business 31 years (since 1995) · Founder still runs it after 31 years
Recent deals
- EXENCIAL WEALTH ADVISORS, LLC acquired by Savant Wealth Management · 2026-03
What financial advisors businesses are worth in Oklahoma
- What is a financial advisors business worth in Oklahoma?
- A typical financial advisors business in Oklahoma is worth about $1.0M, roughly 2.3× 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?
- The typical one brings in about $1.1M a year, with an EBITDA margin around 41%. 8 of them have more than $25M in revenue.
- How many financial advisors businesses are there in Oklahoma?
- SeeBITDA lists 549, with a combined estimated revenue of $1.77B.
- What is the largest financial advisors business in Oklahoma?
- By estimated revenue, T-Stone LLC in Oklahoma City, at about $260.2M a year.
- Which financial advisors businesses in Oklahoma might be for sale?
- 68 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
By city
- Oklahoma City 124
- Tulsa 123
- Edmond 75
- Norman 18
- Bartlesville 13
- Yukon 11
- Broken Arrow 10
- Enid 8
- Jenks 8
- Owasso 7
- Ponca City 7
- Stillwater 7
- Duncan 5
- Kingfisher 5
- Lawton 5
- Sand Springs 5
- Tahlequah 5
Figures are estimates from public data (SBA loan records, Census and IRS industry statistics, and other public filings), not reported financials. How estimates work.