CAPITAL ADVISORS, INC.
Tulsa, OK
AUM
$7.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 230-5879
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OK
66 advisers found
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
405-236-2111
TRINITY STRATEGIC WEALTH
Tulsa, OK
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
918-492-2150
RETIREMENT INVESTMENT ADVISORS INC
Oklahoma City, OK
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
405-842-3443
FOURPATH CAPITAL MANAGEMENT, LLC
Oklahoma City, OK
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(405) 253-6080
WARBURTON CAPITAL MANAGEMENT, LLC
Tulsa, OK
AUM
$786.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; FIXED MONTHLY FEES
918-794-3000
CADENT CAPITAL ADVISORS, LLC
Tulsa, OK
AUM
$785.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
918-935-3450
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
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
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
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
WEALTH OKLAHOMA
Tulsa, OK
AUM
$356.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
918-745-6060
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
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
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