EVERWEALTH
Tulsa, OK
AUM
$81.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE
918-524-6325
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OK
123 advisers found
AUM
$79.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-747-5585
SOARD FINANCIAL MANAGEMENT, LLC
Edmond, OK
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; CO-ADVISOR FEES
405-509-6068
FIRST INVESTMENT CORPORATION
Bartlesville, OK
AUM
$66.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-337-2045
MAIN STREET INVESTMENT MANAGEMENT
Edmond, OK
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
405-285-5566
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
VAULT WEALTH
Oklahoma City, OK
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-928-4422
STAGNER FINANCIAL ADVISORY
Edmond, OK
AUM
$59.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
855-285-0316
ARROW INVESTMENT MANAGEMENT LLC
Oklahoma City, OK
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(405) 509-8198
COACHWISE FINANCIAL SOLUTIONS, INC.
Tulsa, OK
AUM
$55.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
918-872-1732
CONKIN FINANCIAL GROUP, INC.
Edmond, OK
AUM
$54.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
405-348-6200
WILSHIRE-PENNINGTON GROUP, INC.
Nichols Hills, OK
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
405-751-8600
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
D.M. WEALTH MANAGEMENT, INC.
Norman, OK
AUM
$47.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
405-329-8884
A-TEAM FINANCIAL INVESTMENTS
Oklahoma City, OK
AUM
$44.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
405-378-2487
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
CORE WEALTH MANAGEMENT, LLC
Oklahoma City, OK
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
405-720-1244
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
PERSPECTIVE ADVISORS, LLC
Bartlesville, OK
AUM
$34.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(918) 214-8858
STILLWATER FINANCIAL
Stillwater, OK
AUM
$34.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
405-215-9063
WEALTH ADVISORS, L.L.C.
Broken Arrow, OK
AUM
$27.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
918-557-6405
BUWICK GROUP WEALTH MANAGEMENT, LLC
Norman, OK
AUM
$24.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
405-329-6000
O'BRIEN CAPITAL ADVISORS, LLC
Sapulpa, OK
AUM
$20.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
918-227-3285