fbpx

Top Financial Advisors in Tulsa

With an economy heavily influenced by oil and gas, the Tulsa area is one of the most important regions in not just Oklahoma but the entire central United States. Picking the most qualified financial advisor in the Tulsa area is easy with Benzinga’s help and research. Read more to figure out what money manager will put you on the best foot forward in terms of dealing with your finances.

Filter
  • $2,200,390,830
    1,148
    • Financial planning services
  • $134,757,014
    87
    • Financial planning services
  • $442,890,247
    554
  • CDR# 128636
    $111,492,770
    420
    • Financial planning services
    • Pension consulting services
    • HOURLY CONSULTING SERVICES
  • $266,000,000
    1,108
    • Financial planning services
    • Pension consulting services
  • $150,300,000
    76
    • Financial planning services
    • ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM
  • $142,103,000
    92
    • Financial planning services
  • $166,521,215
    114
    • Publication of periodicals or newsletters
  • $272,479,994
    187
    • Financial planning services
    • Pension consulting services
  • $348,671,502
    107
    • Financial planning services
    • Pension consulting services

To determine the top financial advisors in Tulsa we poured through all SEC registered advisory firms who have an office in Tulsa. To winnow down the list we only included advisors who were registered fiduciaries, had 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 offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

CAPITAL ADVISORS, INC.

CDR# 104643
$2,200,390,830
1,148
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2222 SOUTH UTICA PLACE SUITE 300
TULSA OK, 74114
918-599-0045

$2,200,390,830
1,148
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SCISSORTAIL WEALTH MANAGEMENT, LLC

CDR# 297761
$134,757,014
87
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
1203 EAST 33RD STREET SUITE 100
TULSA OK, 74105
(918) 956-0500

$134,757,014
87
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

THE ADVISORY RESOURCE GROUP, LLC

CDR# 290110
$442,890,247
554
Works with high networth individuals
  • A percentage of assets under your management
  • Hourly charges
4625 E. 91ST STREET
TULSA OK, 74137
918-481-1934

$442,890,247
554
Works with high networth individuals
  • A percentage of assets under your management
  • Hourly charges

DRAWBRIDGE CAPITAL

CDR# 128636
$111,492,770
420
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • HOURLY CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
7134 S.YALE AVE STE 700
TULSA OK, 74136
918-493-4190

$111,492,770
420
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • HOURLY CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

THE LEGACY FINANCIAL GROUP, INC.

CDR# 135059
$266,000,000
1,108
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
2508 E 21ST STREET
TULSA OK, 74114
918-665-0826

$266,000,000
1,108
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

COUNCIL OAK WEALTH ADVISORS

CDR# 297180
$150,300,000
76
Works with high networth individuals
  • Financial planning services
  • ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8801 SOUTH YALE AVENUE SUITE 420
TULSA OK, 74137
918-984-9110

$150,300,000
76
Works with high networth individuals
  • Financial planning services
  • ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SMS FINANCIAL & INVESTMENT MANAGEMENT

CDR# 118588
$142,103,000
92
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4111 S. DARLINGTON SUITE 120
TULSA OK, 74135
918-481-6262

$142,103,000
92
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

STOLPER ASSET MANAGEMENT

CDR# 132962
$166,521,215
114
Works with high networth individuals
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
1924 S UTICA AVE STE 805
TULSA OK, 74104-6516
918-745-6060

$166,521,215
114
Works with high networth individuals
  • Publication of periodicals or newsletters
  • A percentage of assets under your management

WARBURTON CAPITAL MANAGEMENT, LLC

CDR# 141969
$272,479,994
187
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
15 EAST FIFTH STREET SUITE 3675
TULSA OK, 74103
918-794-3000

$272,479,994
187
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management

DISCIPLINED INVESTMENTS, LLC

CDR# 129696
$348,671,502
107
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2222 S. UTICA PLACE SUITE 200
TULSA OK, 74114-7000
918.388.2690

$348,671,502
107
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)