Best Financial Advisors in TULSA, Oklahoma
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TULSA
NATIVE AMERICAN FUND ADVISORS LLC
TULSA, OK · Since 2000
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
TULSA, OK · Since 2018
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
TULSA, OK · Since 2001
J M BROWN FINANCIAL PARTNERS
TULSA, OK · Since 2024
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
TULSA, OK · Since 2008
CORPORATE CONSULTING GROUP, INC.
TULSA, OK · Since 2004
LONGBOW ASSET MANAGEMENT
TULSA, OK · Since 2021
WEALTH OKLAHOMA
TULSA, OK · Since 2014
SUMMIT WEALTH GROUP, LLC
TULSA, OK · Since 2021
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
TULSA, OK · Since 2024
SUSTAINABLE ADVISORS ALLIANCE LLC
TULSA, OK · Since 2021
BRIDGECREEK FINANCIAL GROUP
TULSA, OK · Since 2026
TAO PRIVATE WEALTH, LLC
TULSA, OK · Since 2026
DRAWBRIDGE CAPITAL
TULSA, OK · Since 2019
THE ADVISORY RESOURCE GROUP, LLC
TULSA, OK · Since 2017
CAPITAL ADVISORS, INC.
TULSA, OK · Since 1978
PINNACLE INVESTMENT ADVISORS
TULSA, OK · Since 2000
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
TULSA, OK · Since 2001
GIBRALTAR CAPITAL MANAGEMENT, INC.
TULSA, OK · Since 2006
HOGANTAYLOR WEALTH
TULSA, OK · Since 2010
THE LEGACY FINANCIAL GROUP, INC.
TULSA, OK · Since 2005
WARBURTON CAPITAL MANAGEMENT, LLC
TULSA, OK · Since 2013
MELIA WEALTH LLC
TULSA, OK · Since 2017
SAGEOAK FINANCIAL, LLC
TULSA, OK · Since 2021
CADENT CAPITAL ADVISORS, LLC
TULSA, OK · Since 2013
MELIORA CAPITAL
TULSA, OK · Since 2020
ARGONAUT PRIVATE CAPITAL, LP
TULSA, OK · Since 2016
JACKSON HOLE CAPITAL PARTNERS, LLC
TULSA, OK · Since 2018
COUNCIL OAK WEALTH ADVISORS
TULSA, OK · Since 2018
SCISSORTAIL WEALTH MANAGEMENT, LLC
TULSA, OK · Since 2018
OATH PLANNING, LLC
TULSA, OK · Since 2023
BURKHOLDER WEALTH MANAGEMENT
TULSA, OK · Since 2023
OLISTICO WEALTH, LLC
TULSA, OK · Since 2021
10ELMS LLP
TULSA, OK · Since 2024
EVERPAR ADVISORS LLC
TULSA, OK · Since 2023
RELATION WEALTH MANAGEMENT, INC.
TULSA, OK · Since 2024
ALLEGIANT WEALTH ADVISORS, LLC
TULSA, OK · Since 2024
TRINITY STRATEGIC WEALTH
TULSA, OK · Since 2025
BOK FINANCIAL ADVISORS
TULSA, OK · Since 1997
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in TULSA?
The median advisory fee in TULSA, OK is 0.95% of assets under management per year, based on Form ADV filings from 39 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.