Best Financial Advisors in Tulsa, Oklahoma

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

Working with a financial advisor or financial planner can offer you lots of benefits. Whether you want to pay down debt, improve your 401(k) or IRA, buy a home or start a family, a licensed professional can help you reach your goals.

Take a look at our list of the best financial advisors in Tulsa, Oklahoma, to get started.  

Best Financial Advisors in Tulsa, Oklahoma Near You:

  • Best for High-Net-Worth Individuals: Bridgecreek Investment Management
  • Best Robo-Advisor: M1 Finance
  • Best Mobile App: Betterment
  • Best for Tax Planning: Disciplined Investments
  • Best Portfolio Analysis: Personal Capital
  • Best for Long-Term Investing: Gibraltar Capital Management
  • Best for Holistic Financial Management: Capital Advisors

Best for High-Net-Worth Individuals: Bridgecreek Investment Management

Bridgecreek Investment Management is a boutique independent investment advisor. Its client focus, high account minimums and personalized approach to portfolio management means the firm is ideal for high-net worth individuals.

Most financial advisors match clients up with investment portfolios based solely on risk tolerance. Bridgecreek advisors take a different approach. They create customized lifestyle portfolios unique to each client’s specific goals. Annual portfolio management fees range from 0.95% to 0.75% of asset value. In some cases, advisory fees are negotiable.  

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BRIDGECREEK INVESTMENT MANAGEMENT, LLC

BRIDGECREEK INVESTMENT MANAGEMENT, LLC

$625,000,000
  • A percentage of assets under your management
$1,500,000
2
N/A
Yes
36
4
  • Financial planning services
Address

4521 EAST 91ST STREET, SUITE 300 TULSA OK, 74137

Phone number

918-392-1990

Best For
Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance combines saving, investing, spending and borrowing in a single online platform. You can invest in expert-picked portfolios or customize your own investment portfolio for free. You can also automate deposits into your investment account. When your account balance hits $10,000, you’ll be able to borrow at a low interest — as low as 2%.

M1 Finance offers FDIC-insured checking accounts with no monthly maintenance fees. If you upgrade to an M1 Plus account, you’ll get access to a 1% cashback debit card and a 1% APY on your checking account.

Best For
ETF Investors

Best Mobile App: Betterment

Betterment offers cash management, investing and retirement planning from an easy-to-use mobile app. After you’ve signed up, the first step is to sync all your outside accounts on the Betterment platform. From there, you’ll be asked questions about your financial goals and time horizon. Betterment will compile this information and recommend an investment portfolio.

You can customize your own investment portfolio or opt into a handful of curated portfolios. These include the Goldman Sachs Smart Beta, BlackRock Target Income and a socially responsible portfolio. Annual fees start at 0.25% but you can upgrade into a premium plan for unlimited access to Betterment’s team of financial advisors. Fees for this option are 0.40% annually.

Best for Tax Planning: Disciplined Investments

Disciplined Investments, also known as HoganTaylor, began as an accounting firm. Most team members are Certified Public Accountants (CPAs). The firm is equipped to handle tax planning and accounting. Disciplined Investments also offers wealth management, planning and consultation.

Although the minimum amount for investment advisory services is $250,000, the firm offers a specialized wrap program if you don’t meet this requirement. Fees for investment advisory services are negotiable but generally range from 1% to 0.5% of invested assets annually.

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DISCIPLINED INVESTMENTS, LLC

DISCIPLINED INVESTMENTS, LLC

$348,671,502
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Depends on account type
6
107
Yes
22
4
  • Financial planning services
  • Pension consulting services
Address

2222 S. UTICA PLACE SUITE 200 TULSA OK, 74114-7000

Phone number

918.388.2690

Best For
High Net Worth Individuals

Best Portfolio Analysis: Personal Capital

Personal Capital’s award-winning dashboard offers online portfolio management and financial tools. Once you sync your financial information to the platform, you can use financial tools to create a budget, plan for retirement, track your finances, analyze your cash flow and more.

There’s no minimum balance required to open an account and use Personal Capital’s financial tracking tools. However, you’ll need a balance of at least $100,000 to talk with a registered financial advisor. Until you reach this threshold, Personal Capital operates a helpful blog full of financial tips and expert advice. Annual fees range from 0.89% and 0.49% of your invested assets.

Best for Long-Term Investing: Gibraltar Capital Management

Gibraltar Capital Management has offered wealth management and financial planning services since 2001. Advisors take an active management approach to investing, which means they’re always on the lookout for new opportunities with a long-term investing perspective. Portfolios are designed to be held for a minimum of 5 years.

Gibraltar Capital Management also offers estate planning, tax planning, gift-giving and credit management services. Its advisors are willing to dedicate time toward financial education for younger family members of clients. Annual fees range from 1.10% to 0.61% of assets under management.

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GIBRALTAR CAPITAL MANAGEMENT, INC.

GIBRALTAR CAPITAL MANAGEMENT, INC.

$490,713,829
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
$500,000
5
93
Yes
65
4
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

9125 SOUTH TOLEDO AVENUE TULSA OK, 74137

Phone number

918-492-4209

Best for Holistic Financial Management: Capital Advisors

Capital Advisors was founded in 1978 and has been serving individuals, high-net worth individuals, businesses and institutions ever since. Capital Advisors takes a holistic approach to portfolio management and financial planning. They offer advice on Social Security maximization, calculating net worth, education planning, retirement planning and more.

Capital Advisors participates in a wrap fee program. Wrap fee programs combine various services for a single, all-inclusive fee. You won’t have to worry about being charged multiple fees for services. 

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CAPITAL ADVISORS, INC.

CAPITAL ADVISORS, INC.

$2,200,390,830
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$250,000
12
1,148
Yes
6
8
  • Financial planning services
Address

2222 SOUTH UTICA PLACE SUITE 300 TULSA OK, 74114

Phone number

918-599-0045

Frequently Asked Questions

Q

What’s the difference between financial planning and retirement planning?

1
What’s the difference between financial planning and retirement planning?
asked
A
1

Financial planning is an umbrella term that includes retirement planning, education planning, tax planning, debt management and more. Retirement planning is an important component of financial planning.

answered
Q

Can I talk to a financial advisor for free?

1
Can I talk to a financial advisor for free?
asked
A
1

Yes. Most advisors offer a free initial consultation. Once you’ve settled on a financial advisor, ongoing conversations are usually included in the annual fee.

answered
Q

Can financial advisors help mitigate debt?

1
Can financial advisors help mitigate debt?
asked
A
1

Yes. Financial advisors are trained to help you manage debt. They can help you strategize the fastest way to pay off debt and help you plan your financial future.

answered

Finding the Right Financial Advisor

You never want to settle for just any financial advisor. Double-check your advisor’s license and any disciplinary actions through the U.S. Securities and Exchange Commission website. Make sure your advisor has a good understanding of your objectives, time horizon and risk preference. Ultimately, working with the right financial advisor will boost your financial future.

Methodology

To determine the top financial advisors in Tulsa, Oklahoma, we pored through all SEC-registered advisory firms that have an office in Tulsa. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.

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