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Best Financial Planners in Oklahoma City, Oklahoma

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Claimed listings first, then by BizScore. How we score

12Financial Planners scored in Oklahoma City
58Average BizScore
72Top BizScore
42%AI Visibility 50 or higher
70Average SEO score
4.5Average Google rating (11 rated)

Top Financial Planners in Oklahoma City

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Showing 1-12 of 12 Financial Planners listings in Oklahoma City, OK · page 1 of 1

#1Mariner of Oklahoma City

5.0 Google rating

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Mariner of Oklahoma City website

Score breakdown

AI Visibility64
AI Ready32
SEO75
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 353-1540
  • marinerfinance.com
Category rank by BizScore: #1 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 28, 2026
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M

Score breakdown

AI Visibility56
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 843-3326
  • morganstanley.com
Category rank by BizScore: #3 of 16 Financial Planner listings in Oklahoma CityScores updated Jun 7, 2026
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Access Financial Resources Inc website

Score breakdown

AI Visibility56
AI Ready65
SEO71
Freshness80
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 848-9826
  • afradvice.com

Access Financial Resources Inc is a financial planner in Oklahoma City, OK, offering personalized financial planning, portfolio design and management, business financial planning, and 401(k) implementation and education. The firm serves individuals and...

Category rank by BizScore: #4 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 26, 2026

#4Staton Financial Group Inc. of Oklahoma City

5.0 Google rating · 137 reviews

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Staton Financial Group Inc. of Oklahoma City website

Score breakdown

AI Visibility50
AI Ready40
SEO72
Freshness80
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 735-6762
  • statonfinancialgroup.com

Staton Financial Group Inc. of Oklahoma City: Staton Financial Group Inc. is a Financial Planner in Oklahoma City, OK, located at 709 SW 119th St. It holds a rating of 5.00 based on 137 reviews. The firm specializes in helping clients develop strategies for retirement income and managing wealth. They...

Category rank by BizScore: #5 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 28, 2026

#5Cue Financial of Oklahoma

5.0 Google rating · 3 reviews

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Cue Financial of Oklahoma website

Score breakdown

AI Visibility38
AI Ready2
SEO90
Freshness100
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 879-5985
  • forums.azbilliards.com
Category rank by BizScore: #8 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 28, 2026

#6Oklahoma Financial Center Inc

5.0 Google rating

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Oklahoma Financial Center Inc website

Score breakdown

AI Visibility38
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 302-2900
  • okfin.com

Oklahoma Financial Center Inc is a financial planner in Oklahoma City, OK. Founded in the fall of 1987 by Karen Cunningham, the firm operates as a fee-based financial planning practice that has served the community for more than thirty years. The firm works...

Category rank by BizScore: #7 of 16 Financial Planner listings in Oklahoma CityScores updated Jun 7, 2026

#7Mercer Advisors - Oklahoma City

5.0 Google rating · 1 review

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Mercer Advisors - Oklahoma City website

Score breakdown

AI Visibility42
AI Ready10
SEO77
Freshness100
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 248-2100
  • mercer.com
Category rank by BizScore: #9 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 25, 2026

#8Credent Wealth Management - Oklahoma City

5.0 Google rating · 3 reviews

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Credent Wealth Management - Oklahoma City website

Score breakdown

AI Visibility66
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 470-0359
  • credentwealth.com
Category rank by BizScore: #2 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 28, 2026

#9Castlepoint Wealth Advisors of Oklahoma City

3.7 Google rating · 3 reviews

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Castlepoint Wealth Advisors of Oklahoma City website

Score breakdown

AI Visibility34
AI Ready10
SEO73
Freshness100
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 705-2906
  • castlepoint.systems

Castlepoint Wealth Advisors of Oklahoma City is a financial planning firm serving individuals and families in Oklahoma City, Oklahoma. The firm specializes in personalized wealth management, retirement planning, and financial strategy development, helping...

Category rank by BizScore: #12 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 26, 2026

#10Northwestern Mutual - Oklahoma City

3.1 Google rating · 27 reviews

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Northwestern Mutual - Oklahoma City website

Score breakdown

AI Visibility35
AI Ready0
SEO68
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 843-8391
  • northwestern.edu
Category rank by BizScore: #11 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 28, 2026

#11Wealth Enhancement Group of Oklahoma City

5.0 Google rating · 160 reviews

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Wealth Enhancement Group of Oklahoma City website

Score breakdown

AI Visibility30
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 341-9929
  • wealthenhancement.com

Wealth Enhancement Group of Oklahoma City is a financial planner in Oklahoma City, OK, located at 2601 Kelley Pointe Parkway. The firm provides financial management, advisory, and retirement planning solutions to individuals, families, retirees, and business...

Category rank by BizScore: #13 of 16 Financial Planner listings in Oklahoma CityScores updated Sep 23, 2026

#12Merrill Lynch Wealth Management of Oklahoma City

4.7 Google rating

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Merrill Lynch Wealth Management of Oklahoma City website

Score breakdown

AI Visibility30
AI Ready0
SEO52
Freshness-
  • Financial Planner
  • Oklahoma City, Oklahoma
  • (405) 270-1800
  • mymerrill.com

Merrill Lynch Wealth Management of Oklahoma City: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #14 of 16 Financial Planner listings in Oklahoma CityScores updated Oct 23, 2026
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What the Data Shows for Financial Planners in Oklahoma City

42% of the 12 financial planners we measured in Oklahoma City reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 45, compared with an average SEO score of 70.

The average Google rating across 11 rated financial planners is 4.5, and the median listing has 3 reviews.

None of the 12 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 12 financial planners in Oklahoma City, Oklahoma by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Oklahoma City ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Oklahoma City, Oklahoma does BizScoreAI track?

12 financial planners in Oklahoma City currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 72.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 42% of measured financial planners in Oklahoma City score 50 or higher.

Is being listed free?

Yes. Every financial planner in Oklahoma City is listed and scored for free, and claiming a listing is free too.