Oklahoma · 123 firms
Trust & Estate Advisors in Oklahoma
Advisers working with trusts, estates, and charitable organizations. Browse 123 advisers in Oklahoma matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Oklahoma
CAPITAL ADVISORS, INC.
Tulsa, OK
AUM
$7.43B
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 230-5879
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.63B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-236-2111
TRINITY STRATEGIC WEALTH
Tulsa, OK
AUM
$1.54B
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-492-2150
RETIREMENT INVESTMENT ADVISORS INC
Oklahoma City, OK
AUM
$1.49B
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
405-842-3443
FORGE FINANCIAL
Edmond, OK
AUM
$1.46B
Team
15 advisors
Clients
—
Fees
Percentage of AUM
405-340-1600
GIBRALTAR CAPITAL MANAGEMENT, INC.
Tulsa, OK
AUM
$1.35B
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(918) 492-4209
AUM
$1.30B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
918-747-3412
ALLEGIANT WEALTH ADVISORS, LLC
Tulsa, OK
AUM
$1.17B
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(918) 623-4500
JACKSON HOLE CAPITAL PARTNERS, LLC
Tulsa, OK
AUM
$1.09B
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
918-879-4698
FOURPATH CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.06B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(405) 253-6080
BOK FINANCIAL ADVISORS
Tulsa, OK
AUM
$1.06B
Team
142 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-781-6889
THE ADVISORY RESOURCE GROUP, LLC
Tulsa, OK
AUM
$926.6M
Team
6 advisors
Clients
0
Fees
Percentage of AUM
918-481-1934
WARBURTON CAPITAL MANAGEMENT, LLC
Tulsa, OK
AUM
$786.6M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; FIXED MONTHLY FEES
918-794-3000
CADENT CAPITAL ADVISORS, LLC
Tulsa, OK
AUM
$785.8M
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
918-935-3450
CASTLEPOINT WEALTH ADVISORS
Oklahoma City, OK
AUM
$751.4M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-705-2906
PLAN GROUP FINANCIAL, INC.
Oklahoma City, OK
AUM
$690.3M
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
405-848-1099
VISTA INVESTMENT PARTNERS LLC
Oklahoma City, OK
AUM
$610.6M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
405-608-5390
HOGANTAYLOR WEALTH
Tulsa, OK
AUM
$592.8M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
918.388.2690
THE LEGACY FINANCIAL GROUP, INC.
Tulsa, OK
AUM
$590.7M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
918-665-0826
INVESTRUST CONSULTING, LLC
Oklahoma City, OK
AUM
$588.2M
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
405-843-7046
EVERPAR ADVISORS LLC
Tulsa, OK
AUM
$587.8M
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
918-221-9290
SCISSORTAIL WEALTH MANAGEMENT, LLC
Tulsa, OK
AUM
$568.2M
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(918) 956-0500
MELIA WEALTH LLC
Tulsa, OK
AUM
$560.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
918-794-9290
RELATION WEALTH MANAGEMENT, INC.
Tulsa, OK
AUM
$541.2M
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(918) 999-9138
179 total advisers in Oklahoma. Browse all Oklahoma advisors