Retirement Plan Advisors in Shawnee, OK
The top-ranked retirement plan advisors serving Shawnee, OK are Tom Johnson Investment Management, LLC, Adaptation Financial Advisors Inc. and Investrust Consulting, LLC. We list 11 retirement plan advisors serving Shawnee, OK. 11 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Shawnee, OK (Pottawatomie County). 11 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Shawnee
- TOM JOHNSON INVESTMENT MANAGEMENT, LLCServes this area from Oklahoma City, OK (34 mi)
#2Adaptation Financial Advisors Inc.
ADAPTATION FINANCIAL ADVISORS INC.Serves this area from Oklahoma City, OK (36 mi)#3Investrust Consulting, LLC
INVESTRUST CONSULTING, LLCServes this area from Oklahoma City, OK (36 mi)#4Vista Investment Partners LLC
VISTA INVESTMENT PARTNERS LLCServes this area from Oklahoma City, OK (36 mi)#5Retirement Investment Advisors Inc
RETIREMENT INVESTMENT ADVISORS INCServes this area from Oklahoma City, OK (38 mi)#6Access Financial Resources Inc.
ACCESS FINANCIAL RESOURCES INC.Serves this area from Oklahoma City, OK (39 mi)#7Redstone Wealth Management, LLC
REDSTONE WEALTH MANAGEMENT, LLCServes this area from Oklahoma City, OK (40 mi)#8Triton Financial Group, Inc
TRITON FINANCIAL GROUP, INCServes this area from Oklahoma City, OK (41 mi)#9Fourpath Capital Management, LLC
FOURPATH CAPITAL MANAGEMENT, LLCServes this area from Oklahoma City, OK (42 mi)#10Perissos Private Wealth Management
PERISSOS PRIVATE WEALTH MANAGEMENT, LLCServes this area from Bethany, OK (42 mi)
1 more providers serving this area
- G. Dewayne Mcanally, Oklahoma City, OK (43 mi)
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Frequently asked questions
How many retirement plan advisors serve Shawnee?
We list 11 retirement plan advisors serving Shawnee, OK: 0 based there and 11 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Shawnee?
The top-ranked retirement plan advisors serving Shawnee, OK are Tom Johnson Investment Management, LLC, Adaptation Financial Advisors Inc., Investrust Consulting, LLC, Vista Investment Partners LLC and Retirement Investment Advisors Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Shawnee are verified against official records?
10 of the top 10 match an active official record: Tom Johnson Investment Management, LLC (U.S. Securities and Exchange Commission), Adaptation Financial Advisors Inc. (U.S. Securities and Exchange Commission), Investrust Consulting, LLC (U.S. Securities and Exchange Commission), Vista Investment Partners LLC (U.S. Securities and Exchange Commission) and Retirement Investment Advisors Inc (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .