Mark Smith
This article showcases our top picks for the best Oklahoma based Advice companies. These startups and companies are taking a variety of approaches to innovating the Advice industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
[adace-ad id=”7108″]
Top Oklahoma Advice Startups
Data sourced from Crunchbase and SemRush.
Premier Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Premier Capital Partners is a sales organization providing strategic marketing and sales support services in the smart technology.
Warwick Investment Group
Crunchbase Website Twitter Facebook Linkedin
Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
ImageNet Consulting
Crunchbase Website Twitter Facebook Linkedin
ImageNet Consulting is a business supplies company specializing in managed print solutions and content management solutions.
Exencial Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning.
AMC Mortgage
Crunchbase Website Twitter Facebook Linkedin
AMC Mortgage provides loans, home finance, and mortgage services.
First Mate Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
First Mate Financial Advisors specializes in financial advice, investment strategies, and educating on long-term investment services.
Horizon Financial Services
Crunchbase Website Twitter Facebook Linkedin
Horizon Financial Services provides retirement accounts and planning, security strategies, and investment advisory services to retirees.
Britton, Kuykendall & Miller
Crunchbase Website Twitter Facebook Linkedin
Britton, Kuykendall & Miller offers tax preparation and management, audit, review, accounting, QuickBooks, merger and acquisitions services.
Jodie A. Douglass
Crunchbase Website Twitter Facebook Linkedin
Jodie A. Douglass is an accounting firm that offers services in cash flow, budgeting, and payroll with guidance.
Woodland Tax Service
Crunchbase Website Twitter Facebook Linkedin
Woodland Tax Service offers tax preparation and tax problems solution services.
Health Talks 365
Crunchbase Website Twitter Facebook Linkedin
Health Talks 365 provides online health advice on natural, naturopathic, chiropractic, osteopathic, and mainstream medicines.
Chestnut Street Advisors
Crunchbase Website Twitter Facebook Linkedin
Chestnut Street Advisors offers investment allocation, wealth management, insurance advisory, education, and retirement planning services.
Webber Investment Company
Crunchbase Website Twitter Facebook Linkedin
Webber Investment Company offers investment, planning, building, re-development & facility management services for commercial properties.
dotprocessagents.com
Crunchbase Website Twitter Facebook Linkedin
dotprocessagents.com is a transportation advisory agency.
My CFO-My CPA
Crunchbase Website Twitter Facebook Linkedin
My CFO-My CPA provides compilations, accounting, bookkeeping, payroll and tax services with a focus on quality to individuals & businesses.
Mike Cunningham Investments
Crunchbase Website Twitter Facebook Linkedin
Mike Cunningham Investments provides financial advisory services.
Brown Kinion & Company
Crunchbase Website Twitter Facebook Linkedin
Brown Kinion & Company provides accounting, tax planning, and preparation, bookkeeping, and QuickBooks services.
Gray, Blodgett & Company
Crunchbase Website Twitter Facebook Linkedin
Gray, Blodgett & Company is a full-service accounting firm.
All Tax
Crunchbase Website Twitter Facebook Linkedin
All Tax offers Income tax preparation, IRS and Oklahoma representation services.
Accounting 365
Crunchbase Website Twitter Facebook Linkedin
Accounting 365 is a financial advisory firm that specializes in payroll, tax preparation, and bookkeeping services.
Cassidy Financial
Crunchbase Website Twitter Facebook Linkedin
Cassidy Financial is a financial services firm that offers asset management and financial planning services.
Ratliff CPA Incorporated
Crunchbase Website Twitter Facebook Linkedin
Ratliff CPA Incorporated specializes in tax management, estate planning, bookkeeping, accounting, business valuation and financial advice.
Watson Walker
Crunchbase Website Twitter Facebook Linkedin
Watson Walker engages in software, advice outsourcing, technical support, audit, publication and training solutions.
GRF Capital Investors
Crunchbase Website Twitter Facebook Linkedin
GRF Capital Investors is a financial service company.
Stolper Asset Management
Crunchbase Website Twitter Facebook Linkedin
Stolper Asset Management is a financial service company.
Rodney D. Kaufmann CPA
Crunchbase Website Twitter Facebook Linkedin
Rodney D. Kaufmann CPA provides tax service solution.
Copeland, Hild & Associates
Crunchbase Website Twitter Facebook Linkedin
Copeland, Hild & Associates is a financial firm that offers a comprehensive range of accounting, tax and advisory services to its clients.
Ferguson Mulligan & Poet
Crunchbase Website Twitter Facebook Linkedin
Ferguson, Mulligan & Poet offers individual retirement accounts, college savings plan, estate planning strategies and advisory services.
OkMRF
Crunchbase Website Twitter Facebook Linkedin
OkMRF offers pension plans, auditing, retirement planning, investment strategies and financial advisory services.
Clinton Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Clinton Wealth Management offers a wide range of investment management, retirement, estate, and business planning services.
CoachWi$e Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
CoachWi$e Financial Solutions renders a wide range of wealth advice, retirement planning, and investment management services.
Cunningham Legal Group
Crunchbase Website Twitter Facebook Linkedin
Cunningham Legal Group is a law firm that offers legal solutions in business transactions, litigations, securities and real estate law.
Harrison Henderson
Crunchbase Website Twitter Facebook Linkedin
Harrison Henderson is a full-service CPA firm that offers tax planning, bookkeeping, auditing, accounting and business consulting services.
Prescott Group Capital Management
Crunchbase Website Twitter Facebook Linkedin
Prescott Group Capital Management focuses on investing in small and mid-capitalization companies with investment advisory services.
Womack Investment Advisers
Crunchbase Website Twitter Facebook Linkedin
Womack Investment Advisers is a financial service company.
Olson Neaves & Company
Crunchbase Website Twitter Facebook Linkedin
Olson Neaves & Company provides accounting, payroll, business formation, tax and financial planning services.
Union Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Union Financial Advisors specializes in debt management, business, investment, tax, retirement, education, and insurance planning services.
D. R. Payne & Associates
Crunchbase Website Twitter Facebook Linkedin
D. R. Payne & Associates focuses on business strategy, financial and tax planning, litigation, insolvency accounts and refinancing advice.
FIC
Crunchbase Website Twitter Facebook Linkedin
FIC provides financial & retirement planning, advisory, risk and portfolio management services.
Castlepoint Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Castlepoint Wealth Advisors specializes in taxation, advanced planning, retirement planning and investment consulting services.
Effiong
Crunchbase Website Twitter Facebook Linkedin
Effiong is an accounting and financial consulting firm that provides auditing, bookkeeping, advisory, payroll and outsourced CFO services
Melia Advisory Group
Crunchbase Website Twitter Facebook Linkedin
Melia Advisory Group provides tax and estate planning, medicare consulting, and financial advisory services.
Vista Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Vista Investment Partners offers comprehensive financial management experience and unparalleled client service.
Mitchell & Hammond
Crunchbase Website Twitter Facebook Linkedin
Mitchell & Hammond provides legal services such as bankruptcy filing, loan modification, debt settlement and consolidation.
Performance Dashboard
Crunchbase Website Twitter Facebook Linkedin
Performance Dashboard is a management consulting firm that offers strategic planning, execution, business intelligence & advisory services.
Carr & Carr Attorneys
Crunchbase Website Twitter Facebook Linkedin
Carr & Carr Attorneys is a law firm that provides legal assistance and service to injured victims who have suffered a devastating injury.
Direct Connect Field Services
Crunchbase Website Twitter Facebook Linkedin
Direct Connect Field Services provides private mortgage field chase, insurance loss, property, and quality control inspection services.
ChappelWood Financial Services
Crunchbase Website Twitter Facebook Linkedin
ChappelWood Financial Services is a financial services and advice company.
F&F Accounting and Tax Solutions
Crunchbase Website Twitter Facebook Linkedin
F&F Accounting and Tax Solutions expertise in tax planning, preparation, accounting, payroll, IRS representation and financial services.
Kca Capital
Crunchbase Website Twitter Facebook Linkedin
Kca Capital is an investment firm that delivers strategy, consulting, advice, financial and equility fund services.
Baysinger Henson Reimer & Cresswell
Crunchbase Website Twitter Facebook Linkedin
Baysinger Henson Reimer & Cresswell is a law firm that offers legal services.
Oklahoma Methodist Foundation
Crunchbase Website Twitter Facebook Linkedin
Oklahoma Methodist Foundation provides investment, estate planning, endowment funds, legacy gifts, wills, and trust services for churches.
Sullivent & Fontanez
Crunchbase Website Twitter Facebook Linkedin
Sullivent & Fontanez is a law firm that specializes in aviation law, political litigation ,bankruptcy, real estate and estate planning.
Independent Insurance Agents of Oklahoma
Crunchbase Website Twitter Facebook Linkedin
Independent Insurance Agents of Oklahoma is a nonprofit organization that fixates to meet education, political and business needs.
Capital Advantage INvestors
Crunchbase Website Twitter Facebook Linkedin
opportunity to investor matching
Cadent Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Cadent Capital Advisors is a wealth management firm.
Acquisition Advisors
Crunchbase Website Twitter Facebook Linkedin
Acquisition Advisors provides consulting services on the purchase, sale, and valuation of small and mid-size U.S. companies.
Gooden Group
Crunchbase Website Twitter Facebook Linkedin
Gooden Group is a strategic communication and public relations firm.
TS Phillips Investments
Crunchbase Website Twitter Facebook Linkedin
TS Phillips Investments is a brokerage firm that provides a wide range of advice from financial to insurance & investment planning services.
Logan & Lowry
Crunchbase Website Twitter Facebook Linkedin
Logan & Lowry is a law firm that specializes in civil litigations, business, estate planning, healthcare, family, and criminal laws.
Northpoint Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Northpoint Wealth Management renders risk management, retirement, estate planning, tax returns, financial advice, and insurance services.
Herzog Swenson Advisor Group
Crunchbase Website Twitter Facebook Linkedin
Herzog Swenson Advisor Group offers investment management, estate planning, insurance, tax management, and retirement planning services.
PlanGroup Financial
Crunchbase Website Twitter Facebook Linkedin
PlanGroup Financial provides investment strategies, estate, financial, retirement planning, taxation, risk management & insurance services.
Frasier Frasier & Hickman
Crunchbase Website Twitter Facebook Linkedin
Frasier Frasier & Hickman offers legal advices on worker’s compensation and social security disability as well as labor and employment law.
Elevate Risk Solutions
Crunchbase Website Twitter Facebook Linkedin
Elevate Risk Solutions financial solutions provider that offers complete services of captive insurances and risk financing.
Parakletos
Crunchbase Website Twitter Facebook Linkedin
Parakletos delivers tax, accounting and entity formation services.
HSPG & Associates
Crunchbase Website Twitter Facebook Linkedin
HSPG & Associates provides tax planning, accounting, financial, consulting, compliance, advisory and audit services.
Baldwin & Company
Crunchbase Website Twitter Facebook Linkedin
Baldwin & Company provides accounting and consulting services on tax, estate planning for individuals and businesses.
Global Zoning
Crunchbase Website Twitter Facebook Linkedin
Global Zoning is a financial services company.
Arledge & Associates
Crunchbase Website Twitter Facebook Linkedin
Arledge & Associates delivers tax, audit, accounting and advisory services.
Robinett, Swartz & Aycock
Crunchbase Website Twitter Facebook Linkedin
Robinett, Swartz & Aycock is a legal firm that offers expertise in business transactions, domestic matters, and civil litigation.
Investment Concepts & Financial Planning Services
Crunchbase Website Twitter Facebook Linkedin
Investment Concepts & Financial Planning Services offers retirement planning, tax management, risk management, and insurance services.
TJIM
Crunchbase Website Twitter Facebook Linkedin
TJIM is an investment firm that specializes in equity strategies, fixed income strategies & balanced strategy services for business growth.
Jackson Hole Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Jackson Hole Capital Partners is an independent investment adviser that offers banking, financial planning, and estate planning services.
Robert Stephen Capital Management
Crunchbase Website Twitter Facebook Linkedin
Robert Stephen Capital Management is a financial advisory firm that offers investment planning, asset allocation, and portfolio services.
Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Capital Advisors provides financial advice and wealth management services.
FFQGR+W
Crunchbase Website Twitter Facebook Linkedin
FFQGR+W offers a wide range of legal services in bankruptcy, discrimination, intellectual property, fraud, criminal law, and litigation.
First Pryority Bank
Crunchbase Website Twitter Facebook Linkedin
First Pryority Bank is a home-grown community bank established in Pryor, Oklahoma.
Allegiance Credit Union
Crunchbase Website Twitter Facebook Linkedin
Allegiance Credit Union is a Company that provides various types of Financial Services.
Miller Haviland Ketter
Crunchbase Website Twitter Facebook Linkedin
Miller Haviland Ketter specializes in accounting, auditing, tax planning, tax preparation and business advisory services.
McCormack & Associates
Crunchbase Website Twitter Facebook Linkedin
McCormack & Associates is a management consulting company.
Gillispie & Ogilbee
Crunchbase Website Twitter Facebook Linkedin
Gillispie & Ogilbee provides customized services & advice on accounting, bookkeeping, cash flow, retirement and tax planning to its clients.
Oklahoma State Medical Association
Crunchbase Website Twitter Facebook Linkedin
The OSMA offers its members advocacy, professional development, practice resources, and other key benefits.
Native American Fund Advisors
Crunchbase Website Twitter Facebook Linkedin
Native American Fund Advisors offers portfolio strategies, corporate bonds, and tax-exempt bond strategies and investment advisory services.
TRAC Advisor Group
Crunchbase Website Twitter Facebook Linkedin
TRAC Advisor Group is an investment advisory firm.
Relocation Appraisers & Consultants
Crunchbase Website Twitter Facebook Linkedin
Relocation Appraisers & Consultants is a real estate appraiser that offers solutions for complex residential properties.
