Falists

Oklahoma · 8 advisers

Financial Advisors in Bartlesville, Oklahoma

Looking for a financial advisor in Bartlesville, Oklahoma? Falists indexes 8 SEC-registered and state-registered investment advisers in Bartlesville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $3.29B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

7

Largest AUM

$3.29B

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning5Trusts6Retirement3Institutional3

Top advisors in Bartlesville

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

More cities in Oklahoma

Oklahoma City (64)Tulsa (60)Edmond (20)Norman (5)Bethany (2)Clinton (2)Stillwater (2)Ardmore (1)Bixby (1)Broken Arrow (1)Choctaw (1)Durant (1)

Common questions

How many financial advisors are in Bartlesville, Oklahoma?
8 registered investment advisers are listed in our Bartlesville directory, sourced from public SEC filings.
What types of advisors are in Bartlesville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bartlesville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.