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Aaron Wilbanks & Associates, Inc. (Oklahoma City)


Aaron Wilbanks & Associates, Inc. is a large advisory firm based in Oklahoma City. It manages $137 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 29 other states.

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Aaron Wilbanks & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, market timing services, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aaron Wilbanks & Associates: assets under management

The assets under management (AUM) of Aaron Wilbanks & Associates, Inc. is $137 million. The firm's AUM has grown by 204% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107 million in discretionary accounts and $30 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $144.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aaron Wilbanks & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oklahoma City

The principal office where Aaron Wilbanks & Associates, Inc. performs its advisory services is located at 4334 Nw Expressway, Oklahoma City, OK 73116, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-842-0202 or by fax 405-888-5700. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at wsecurities.com/.


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