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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OK
123 advisers found
REDSTONE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(405) 844-9933
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
SERVO WEALTH MANAGEMENT LLC
Oklahoma City, OK
AUM
$173.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(405) 384-5132
R.J. CLOUD ADVISORS & COMPANY
Bixby, OK
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
918-949-9713
G. DEWAYNE MCANALLY
Oklahoma City, OK
AUM
$170.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-728-1649
PERISSOS PRIVATE WEALTH MANAGEMENT
Bethany, OK
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-212-9690
ARCHAMBO FINANCIAL ADVISORS, INC.
Bartlesville, OK
AUM
$163.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
918-336-2222
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
Oklahoma City, OK
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
405-844-9826
AUM
$150.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
972-987-9651
AUM
$137.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
918-743-5959
REVO FINANCIAL, LLC
Bartlesville, OK
AUM
$135.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
918-336-7877
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
EPIC WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$120.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
405-257-0301
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
COMPASS CAPITAL MANAGEMENT, LLC
Mcalester, OK
AUM
$119.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
918-423-3222
CHAPPELWOOD FINANCIAL SERVICES
Edmond, OK
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges; PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER
405-348-0909
WOMACK INVESTMENT ADVISERS, INC
Edmond, OK
AUM
$95.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-340-1717
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
GIBCO CAPITAL ADVISORS
Clinton, OK
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
580-323-9000
WTO ADVISORS, LLC
Edmond, OK
AUM
$84.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(405) 241-1400