Industry Analysis Report

Financial Planner • Oklahoma City Oklahoma

Total Businesses

23 analyzed in detail

Categories

14 different business types

Services

436 unique service offerings

Top Service

43.5% Retirement Planning

Avg Rating

4.7 ★ average

Total Reviews

468 across all businesses
Top 10 Most Common Services
#1
Retirement Planning
10 businesses (43.5%)
#2
Investment Strategies
9 businesses (39.1%)
#3
Estate Planning
8 businesses (34.8%)
#4
Estate planning
8 businesses (34.8%)
#5
Investment advising
8 businesses (34.8%)
#6
Investment Advice
8 businesses (34.8%)
#7
Financial planning
7 businesses (30.4%)
#8
Financial Planning
7 businesses (30.4%)
#9
Retirement savings consulting
7 businesses (30.4%)
#10
Tax planning
7 businesses (30.4%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Oklahoma City Oklahoma. With 436 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 436 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Castlepoint Wealth Advisors Open Website Open GBP 17 5 ★ 1 12 0.0% 8 14
Staton Financial Group Inc. Open Website Open GBP 138 5 ★ 1 10 0.0% 0 0
Vault Wealth Strategies, LLC Open Website Open GBP 9 5 ★ 7 36 0.0% 4 11
Cue Financial of Oklahoma Open Website Open GBP 4 5 ★ 1 24 0.0% 8 14
Retirement Investment Advisors Open Website Open GBP 5 5 ★ 1 16 0.0% 11 14
Oklahoma Financial Center Inc Open Website Open GBP 2 5 ★ 1 17 0.0% 5 14
Mariner Open Website Open GBP 1 5 ★ 1 90 0.0% 10 13
Preserve Wealth Oklahoma LLC Open Website Open GBP 2 5 ★ 3 16 0.0% 8 14
Credent Wealth Management - Oklahoma City, OK Open Website Open GBP 3 5 ★ 4 55 0.0% 5 7
Mercer Advisors - Oklahoma City Open Website Open GBP 13 2.8 ★ 6 13 0.0% 1 10
Arrow Investment Management Open Website Open GBP 2 5 ★ 4 61 1.6% 11 14
Northwestern Mutual - Oklahoma City Open Website Open GBP 1 5 ★ 5 0 0% 11 14
F.I.G. Financial Advisory Services, Inc Open Website Open GBP 2 5 ★ 2 7 0.0% 5 5
Align Team - Edelman Financial Engines Open Website Open GBP 8 4 ★ 4 118 2.5% 5 5
Retirement Planners of America Open Website Open GBP 32 4.9 ★ 1 46 0.0% 11 14
Morgan Stanley Financial Advisors Open Website Open GBP 2 3 ★ 2 17 0.0% 11 14
Edelman Financial Engines Open Website Open GBP 4 5 ★ 3 35 0.0% 10 13
Roche Wealth Open Website Open GBP 11 5 ★ 1 44 0.0% 5 7
Oklahoma Capital Advisors Open Website Open GBP 1 4 0.0% 12 13
Oklahoma City, OK Branch Office - UBS Financial Services Inc. Open Website Open GBP 2 5 ★ 2 0 0% 5 5
Forge Financial Open Website Open GBP 13 4.5 ★ 1 21 0.0% 1 1
OKC Investment Advisors No Website Open GBP 1 5 ★ 2 9 0.0% 10 13
Slate River Financial Open Website Open GBP 196 5 ★ 1 9 0.0% 1 1

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