SUSTAINABLE ADVISORS ALLIANCE LLC
Tulsa, OK
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
918-408-7981
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
60 advisers found
DRAWBRIDGE CAPITAL
Tulsa, OK
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
918-493-4190
AUM
$219.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
918-481-6262
J M BROWN FINANCIAL PARTNERS
Tulsa, OK
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-496-5460
SUMMIT WEALTH GROUP, LLC
Tulsa, OK
AUM
$182.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 439-3041
MELIORA CAPITAL
Tulsa, OK
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
918-619-6710
SAGEOAK FINANCIAL, LLC
Tulsa, OK
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(918) 627-3700
AUM
$137.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
918-743-5959
LONGBOW ASSET MANAGEMENT
Tulsa, OK
AUM
$134.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-295-9929
10ELMS LLP
Tulsa, OK
AUM
$120.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-812-7998
CHARTMARK INVESTMENTS, INC.
Tulsa, OK
AUM
$87.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
918-477-7685
CATHEDRAL SQUARE CAPITAL
Tulsa, OK
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
539-233-5160
EVERWEALTH
Tulsa, OK
AUM
$81.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE
918-524-6325
AUM
$79.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-747-5585
AUM
$65.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-984-9203
STEP BY STEP FINANCIAL, LLC
Tulsa, OK
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
918-806-1030
COACHWISE FINANCIAL SOLUTIONS, INC.
Tulsa, OK
AUM
$55.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-872-1732
AMERITRUST INVESTMENT ADVISORS INC
Tulsa, OK
AUM
$52.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
918-610-8080
NATIVE AMERICAN FUND ADVISORS LLC
Tulsa, OK
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
918-582-9823
ODINGARD CAPITAL MANAGEMENT
Tulsa, OK
AUM
$34.2M
Financial PlanningTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-794-4060
SANDMAN WEALTH MANAGEMENT
Tulsa, OK
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
918-791-0393
AUM
$4.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
704-904-5721
WINGATE CAPITAL ADVISORS LLC
Tulsa, OK
AUM
$2.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
918-895-4957
REALM FINANCIAL PLANNING
Tulsa, OK
AUM
$194K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
918-200-9865