Industry Analysis Report

Financial Planner • Owasso Oklahoma

Total Businesses

24 analyzed in detail

Categories

20 different business types

Services

215 unique service offerings

Top Service

25.0% Financial planning

Avg Rating

4.8 ★ average

Total Reviews

603 across all businesses
Top 10 Most Common Services
#1
Financial planning
6 businesses (25.0%)
#2
Investment Management
4 businesses (16.7%)
#3
Tax Planning
4 businesses (16.7%)
#4
Wealth management
4 businesses (16.7%)
#5
Retirement savings consulting
4 businesses (16.7%)
#6
Asset Management
3 businesses (12.5%)
#7
Investment Advisory Services
3 businesses (12.5%)
#8
Retirement Accounts
3 businesses (12.5%)
#9
Investment Strategies
3 businesses (12.5%)
#10
Investment advising
3 businesses (12.5%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 24 businesses reveals critical competitive intelligence for the financial planner industry in Owasso Oklahoma. With 215 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 215 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
Lance Skalnik - PTP Investment Group Open Website Open GBP 38 5 ★ 2 37 0.0% 22 22
Waterstone Private Wealth Management Open Website Open GBP 2 5 ★ 2 37 0.0% 22 22
Focus Financial Open Website Open GBP 8 4.5 ★ 1 26 0.0% 21 22
Westerman Financial Services Open Website Open GBP 2 5 ★ 6 32 0.0% 22 22
Edward Jones - Financial Advisor: Lilly A Velotta, AAMS™ Open Website Open GBP 1 5 ★ 4 0 0% 19 22
Gowin Financial Services LLC Open Website Open GBP 1 23 0.0% 12 22
Edward Jones - Financial Advisor: Jeffrey L Stumpff, ChFC®|AAMS® Open Website Open GBP 2 5 ★ 4 0 0% 19 23
Edward Jones - Financial Advisor: Nick Kila, CFP®|AAMS® Open Website Open GBP 2 5 ★ 4 0 0% 21 22
Mike Westerman Open Website Open GBP 2 5 ★ 1 0 0% 22 22
Edward Jones - Financial Advisor: Alex Hinkle, CFP®|CRPC™ Open Website Open GBP 2 5 ★ 4 0 0% 18 23
Fleming Advisors, LLC Open Website Open GBP 52 4.7 ★ 8 8 0.0% 21 22
PT Advisors No Website Open GBP 7 3.1 ★ 1 11 0.0% 19 22
St. John Financial Group, Inc. | Financial Services Open Website Open GBP 3 3.7 ★ 1 5 0.0% 22 22
Edward Jones - Financial Advisor: Dale J Alimena Sr Open Website Open GBP 1 5 ★ 4 0 0% 21 22
CastleRock Financial Advisors - A Wealth Management Team Open Website Open GBP 1 5 ★ 5 21 0.0% 0 2
Regent Financial Group Open Website Open GBP 1 3 0.0% 21 22
Edward Jones - Financial Advisor: Evan Gibson Open Website Open GBP 1 5 ★ 4 0 0% 21 22
Taylor Basden & Associates Open Website Open GBP 1 37 0.0% 21 22
Paramount Tax & Accounting Tulsa Northeast Open Website Open GBP 64 5 ★ 9 19 0.0% 14 22
Edward Jones - Financial Advisor: Matthew D Fleske Open Website Open GBP 1 5 ★ 4 0 0% 22 22
Mariner Finance Open Website Open GBP 170 4.9 ★ 2 0 0% 21 22
Financial institution No Website Open GBP 2 0 0% 21 22
Dixie Finance of Owasso Open Website Open GBP 244 4.9 ★ 1 0 0% 21 22
Raymond James Financial Services Open Website Open GBP 3 0 0% 21 22

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