Best Financial Advisors in TULSA, Oklahoma
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in TULSA
Page 1 of 2 · 39 firms
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
TULSA, OK · Since 2001
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
TULSA, OK · Since 2008
CORPORATE CONSULTING GROUP, INC.
TULSA, OK · Since 2004
NATIVE AMERICAN FUND ADVISORS LLC
TULSA, OK · Since 2000
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
TULSA, OK · Since 2018
WEALTH OKLAHOMA
TULSA, OK · Since 2014
LONGBOW ASSET MANAGEMENT
TULSA, OK · Since 2021
SUMMIT WEALTH GROUP, LLC
TULSA, OK · Since 2021
J M BROWN FINANCIAL PARTNERS
TULSA, OK · Since 2024
SUSTAINABLE ADVISORS ALLIANCE LLC
TULSA, OK · Since 2021
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
TULSA, OK · Since 2024
CAPITAL ADVISORS, INC.
TULSA, OK · Since 1978
GIBRALTAR CAPITAL MANAGEMENT, INC.
TULSA, OK · Since 2006
BRIDGECREEK FINANCIAL GROUP
TULSA, OK · Since 2026
TAO PRIVATE WEALTH, LLC
TULSA, OK · Since 2026
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
TULSA, OK · Since 2001
THE LEGACY FINANCIAL GROUP, INC.
TULSA, OK · Since 2005
ARGONAUT PRIVATE CAPITAL, LP
TULSA, OK · Since 2016
PINNACLE INVESTMENT ADVISORS
TULSA, OK · Since 2000
HOGANTAYLOR WEALTH
TULSA, OK · Since 2010
JACKSON HOLE CAPITAL PARTNERS, LLC
TULSA, OK · Since 2018
WARBURTON CAPITAL MANAGEMENT, LLC
TULSA, OK · Since 2013
MELIA WEALTH LLC
TULSA, OK · Since 2017
CADENT CAPITAL ADVISORS, LLC
TULSA, OK · Since 2013
SCISSORTAIL WEALTH MANAGEMENT, LLC
TULSA, OK · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.