Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Oklahoma City, United States

Name: Personal financial accounting firms based in Oklahoma City, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 59 companies tracked

RevenueBase identified 59 company matches for personal financial accounting firms associated with Oklahoma City, United States as of September 2026 and tracks 312 professional contacts across them, including 155 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Oklahoma City has 59.

This list covers company matches for personal financial accounting firms associated with Oklahoma City, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

59Companies

312Contacts tracked

155Verified emails

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The 25 largest personal financial accounting firms based in Oklahoma City, United States

Ranked by team size

Top 25 of 59 company matches for personal financial accounting firms based in Oklahoma City, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Core Group	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	27 contacts →
	Exact match “Who is CORE Group?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Wedel Rahill & Associates, Cpas PLC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	25 contacts →
	Exact match “Founded in 1984, Wedel Rahill is focused on tax planning and compliance solutions for businesses and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Plangroup	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	22 contacts →
	Exact match “Empowering our clients to reach their investment goals since 1996.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Hspg & Associates, PC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match “HSPG & Associates is a certified public accounting firm dedicated to providing quality tax, accounting, auditing, internal control consulting, and contract CFO services to our…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Adaptation Financial	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	18 contacts →
	Exact match “Our Vision: Adaptation exists to advise generations of families and business owners towards designing and protecting their legacy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Oklahoma Financial Center	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Our organization has been a part of the Oklahoma City community for more than thirty years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Redstone Wealth Management	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	12 contacts →
	Exact match “Redstone Wealth Management focuses on you and the unique set of financial circumstances you and your family faces.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Retirement Investment Advisors, INC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	11 contacts →
	Exact match “Your guide on the path to retirement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Crotts Lohrey & Associates, Pllc	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	10 contacts →
	Exact match “Our dedication to superior client service continues to drive our pursuit to provide the highest quality professional service and guidance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Ley, Gifford & Farr, Pllc	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “Ley, Gifford & Farr, PLLC offers a wide range of accounting expertise to our individual and business clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Triton Financial Group	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Triton Financial Group was created by "thinking outside the box" in all that we do and we are not afraid to challenge the conventional wisdom of investing and preserving wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	ENDVR	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “The hardest thing to understand in the world is the income tax."- Albert Einstein ENDVR is a privately owned tax and accounting firm that caters to individuals and growing…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Ascension Cpa, Pllc	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Ascension CPA is a top-rated Oklahoma City CPA and Accounting Firm dedicated to providing expert tailored solutions to small business owners and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Choice Financial Services, INC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Apex Financial Solutions	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “We are a Financial Services Company devoted to helping you with your needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Cpaokc, Pllc	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “CPAOKC, PLLC bringing big firm experience with the attention that one would expect when working with a small locally owned firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Mesa Advisory, Pllc	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	P3 Accounting LLC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match “We are a relationship focused accounting firm who is passionate about providing financial clarity to our clients so they can focus on growing their business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Woodmen Financial Resources, LLC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Woodmen Financial is a Financial Services Firm dedicated to helping individuals, families, and businesses achieve long term financial success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Engelbach Roberts & CO	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Front Porch Finance, LLC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Front Porch Finance is a Financial/ Bookkeeping firm that specializes in helping creative, service-based, mompreneurs manage her business so that she can reach a larger audience…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Founded Wealth Planning	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Founded Wealth Planning specializes in providing comprehensive financial planning and financial life management services to business owners, corporate executives, and people in a…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Capstone Triton Financial Group LLC	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Capstone Triton Financial Group was created by "thinking outside the box" in all that we do and we are not afraid to challenge the conventional wisdom of investing and preserving…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Cerulean Bookkeeping & TAX	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Consultative accounting & tax planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Skyward Financial Solutions	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Accounting firm created to take people and businesses higher and further to achieve greater.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 59 personal financial accounting firms based in Oklahoma City, United States

See the full list, filter by size, metro and specialty, and access 155 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial accounting firms based in Oklahoma City, United States at a glance

As of Sep 29, 2026

49.7%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Oklahoma City, so it is reported there. Company counts and contact totals on this page are exact for Oklahoma City, over 59 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Oklahoma City, United States whose business descriptions match “personal financial accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 155 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial accounting firms are there based in Oklahoma City, United States?

RevenueBase identified 59 company matches for personal financial accounting firms associated with Oklahoma City, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Core Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 443 company records, followed by Houston (290) and Atlanta (244). Oklahoma City has 59.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 155 professional contacts with verified work emails tracked across these 59 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.