Financial advisers in Tulsa, OK
38 registered investment adviser firms in Tulsa managing $42.5B in assets, based on public SEC Form ADV filings.
Cavanal Hill Investment Management, INC.
Tulsa, OK · Est. 2001
- AUM
- $15.2B
- Per adviser
- $381M
- Advisers
- 40
No reported disclosures
Capital Advisors, INC.
Tulsa, OK · Est. 1978
- AUM
- $7.4B
- Per adviser
- $212M
- Advisers
- 35
No reported disclosures
Argonaut Private Capital, LP
Tulsa, OK · Est. 2016
- AUM
- $3.0B
- Per adviser
- $158M
- Advisers
- 19
No reported disclosures
Trinity Strategic Wealth
Tulsa, OK · Est. 2025
- AUM
- $1.5B
- Per adviser
- $96M
- Advisers
- 16
No reported disclosures
Gibraltar Capital Management, INC.
Tulsa, OK · Est. 2006
- AUM
- $1.3B
- Per adviser
- $75M
- Advisers
- 18
No reported disclosures
Prescott Group Capital Management L.L.C.
Tulsa, OK · Est. 2001
- AUM
- $1.3B
- Per adviser
- $649M
- Advisers
- 2
No reported disclosures
Allegiant Wealth Advisors, LLC
Tulsa, OK · Est. 2024
- AUM
- $1.2B
- Per adviser
- $584M
- Advisers
- 2
No reported disclosures
Bok Financial Advisors
Tulsa, OK · Est. 1997
- AUM
- $1.1B
- Per adviser
- $7M
- Advisers
- 142
The Advisory Resource Group, LLC
Tulsa, OK · Est. 2017
- AUM
- $927M
- Per adviser
- $154M
- Advisers
- 6
No reported disclosures
Warburton Capital Management, LLC
Tulsa, OK · Est. 2013
- AUM
- $787M
- Per adviser
- $131M
- Advisers
- 6
No reported disclosures
Cadent Capital Advisors, LLC
Tulsa, OK · Est. 2013
- AUM
- $786M
- Per adviser
- $71M
- Advisers
- 11
Hogantaylor Wealth
Tulsa, OK · Est. 2010
- AUM
- $593M
- Per adviser
- $99M
- Advisers
- 6
No reported disclosures
The Legacy Financial Group, INC.
Tulsa, OK · Est. 2005
- AUM
- $591M
- Per adviser
- $118M
- Advisers
- 5
No reported disclosures
Everpar Advisors LLC
Tulsa, OK · Est. 2023
- AUM
- $588M
- Per adviser
- $65M
- Advisers
- 9
No reported disclosures
Scissortail Wealth Management, LLC
Tulsa, OK · Est. 2018
- AUM
- $568M
- Per adviser
- $71M
- Advisers
- 8
No reported disclosures
Melia Wealth LLC
Tulsa, OK · Est. 2017
- AUM
- $560M
- Per adviser
- $140M
- Advisers
- 4
No reported disclosures
Relation Wealth Management, INC.
Tulsa, OK · Est. 2024
- AUM
- $541M
- Per adviser
- $77M
- Advisers
- 7
No reported disclosures
Council Oak Wealth Advisors
Tulsa, OK · Est. 2018
- AUM
- $529M
- Per adviser
- $132M
- Advisers
- 4
No reported disclosures
Pinnacle Investment Advisors
Tulsa, OK · Est. 2000
- AUM
- $508M
- Per adviser
- $85M
- Advisers
- 6
No reported disclosures
Burkholder Wealth Management
Tulsa, OK · Est. 2023
- AUM
- $380M
- Per adviser
- $63M
- Advisers
- 6
No reported disclosures
Olistico Wealth, LLC
Tulsa, OK · Est. 2021
- AUM
- $372M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Wealth Oklahoma
Tulsa, OK · Est. 2014
- AUM
- $356M
- Per adviser
- $59M
- Advisers
- 6
No reported disclosures
Oath Planning, LLC
Tulsa, OK · Est. 2023
- AUM
- $285M
- Per adviser
- $47M
- Advisers
- 6
No reported disclosures
Corporate Consulting Group, INC.
Tulsa, OK · Est. 2004
- AUM
- $241M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Sustainable Advisors Alliance LLC
Tulsa, OK · Est. 2021
- AUM
- $235M
- Per adviser
- $29M
- Advisers
- 8
No reported disclosures
Drawbridge Capital
Tulsa, OK · Est. 2019
- AUM
- $225M
- Per adviser
- $37M
- Advisers
- 6
Robert Stephen Capital Management LLC
Tulsa, OK · Est. 2008
- AUM
- $219M
- Per adviser
- $73M
- Advisers
- 3
No reported disclosures
J M Brown Financial Partners
Tulsa, OK · Est. 2024
- AUM
- $202M
- Per adviser
- $40M
- Advisers
- 5
No reported disclosures
Summit Wealth Group, LLC
Tulsa, OK · Est. 2021
- AUM
- $182M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Meliora Capital
Tulsa, OK · Est. 2020
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures
Sageoak Financial, LLC
Tulsa, OK · Est. 2021
- AUM
- $175M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Fredric E. Russell Investment Management Co.
Tulsa, OK · Est. 2018
- AUM
- $137M
- Per adviser
- $137M
- Advisers
- 1
No reported disclosures
Longbow Asset Management
Tulsa, OK · Est. 2021
- AUM
- $134M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
10elms LLP
Tulsa, OK · Est. 2024
- AUM
- $121M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Native American Fund Advisors LLC
Tulsa, OK · Est. 2000
- AUM
- $39M
- Per adviser
- $8M
- Advisers
- 5
No reported disclosures
Oak Creek Private Wealth Management LLC
Tulsa, OK · Est. 2024
- AUM
- $4M
- Per adviser
- $4M
- Advisers
- 1
No reported disclosures
Bridgecreek Financial Group
Tulsa, OK · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Tao Private Wealth, LLC
Tulsa, OK · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures