CAPITAL ADVISORS, INC.
Tulsa, OK
AUM
$7.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 230-5879
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OK, TULSA
42 advisers found
TRINITY STRATEGIC WEALTH
Tulsa, OK
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-492-2150
GIBRALTAR CAPITAL MANAGEMENT, INC.
Tulsa, OK
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(918) 492-4209
ALLEGIANT WEALTH ADVISORS, LLC
Tulsa, OK
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(918) 623-4500
JACKSON HOLE CAPITAL PARTNERS, LLC
Tulsa, OK
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
918-879-4698
BOK FINANCIAL ADVISORS
Tulsa, OK
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
142 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-781-6889
WARBURTON CAPITAL MANAGEMENT, LLC
Tulsa, OK
AUM
$786.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
918-935-3450
HOGANTAYLOR WEALTH
Tulsa, OK
AUM
$592.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
918-665-0826
EVERPAR ADVISORS LLC
Tulsa, OK
AUM
$587.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
918-221-9290
SCISSORTAIL WEALTH MANAGEMENT, LLC
Tulsa, OK
AUM
$568.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(918) 956-0500
MELIA WEALTH LLC
Tulsa, OK
AUM
$560.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
918-794-9290
RELATION WEALTH MANAGEMENT, INC.
Tulsa, OK
AUM
$541.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(918) 999-9138
COUNCIL OAK WEALTH ADVISORS
Tulsa, OK
AUM
$529.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-984-9110
PINNACLE INVESTMENT ADVISORS
Tulsa, OK
AUM
$508.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
918-582-6864
BURKHOLDER WEALTH MANAGEMENT
Tulsa, OK
AUM
$379.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
918-727-7100
OLISTICO WEALTH, LLC
Tulsa, OK
AUM
$371.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
918-863-2005
OATH PLANNING, LLC
Tulsa, OK
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
888-534-4330
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
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
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