VISTA INVESTMENT PARTNERS LLC
Oklahoma City, OK
AUM
$610.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
405-608-5390
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
179 advisers found
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
INVESTRUST CONSULTING, LLC
Oklahoma City, OK
AUM
$588.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
405-843-7046
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
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
BISON CAPITAL GROUP, LLC
Edmond, OK
AUM
$306.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
405-510-0730
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
HUMPHREYS CAPITAL, LLC
Oklahoma City, OK
AUM
$252.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
405-228-1000
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