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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OK
123 advisers found
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
MITCHELL & PAHL PRIVATE WEALTH
Oklahoma City, OK
AUM
$449.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-608-2280
ACCESS FINANCIAL RESOURCES INC.
Oklahoma City, OK
AUM
$410.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-848-9826
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
GADDIS PREMIER WEALTH ADVISORS LLC
Durant, OK
AUM
$368.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
580-745-8133
TRANSCENDENT CAPITAL GROUP
Edmond, OK
AUM
$360.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
405-341-9188
WEALTH OKLAHOMA
Tulsa, OK
AUM
$356.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
918-745-6060
FMI
Ardmore, OK
AUM
$318.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
580-226-4058
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
SUTTERFIELD FINANCIAL GROUP, INC.
Bartlesville, OK
AUM
$274.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(918) 338-2255
TRITON FINANCIAL GROUP, INC
Oklahoma City, OK
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-696-7140
WINDLE WEALTH
Oklahoma City, OK
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-261-5202
LIG CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$250.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-463-3334
BISON CAPITAL ADVISORS, LLC
Oklahoma City, OK
AUM
$250.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(405) 257-0646
JM2 CAPITAL INC.
Edmond, OK
AUM
$238.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(405) 285-2878
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
ADAPTATION FINANCIAL ADVISORS INC.
Oklahoma City, OK
AUM
$233.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
972-774-0700
RADIX FINANCIAL, LLC
George Town, OK
AUM
$231.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
405-673-5066
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
HUGHES WARREN, INC.
Edmond, OK
AUM
$220.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
405-418-4080
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
MCGUIRE CAPITAL ADVISORS, INC.
Bethany, OK
AUM
$202.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
405-378-2233