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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
179 advisers found
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
EVERWEALTH
Tulsa, OK
AUM
$81.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE
918-524-6325
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
CIMARRON CAPITAL ASSOCIATES II, LLC
Oklahoma City, OK
AUM
$54.4M
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4058486059