Investment advisers in Tulsa, OK

38 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Cavanal Hill Investment Management, Inc.	$15.23 billion	47	2
Argonaut Private Capital, LP	$3.01 billion	23	0
Trinity Strategic Wealth	$1.54 billion	27	0
Gibraltar Capital Management, Inc.	$1.35 billion	31	0
Prescott Group Capital Management L.L.C.	$1.30 billion	6	0
Allegiant Wealth Advisors, LLC	$1.17 billion	3	0
Bok Financial Advisors	$1.06 billion	165	5
The Advisory Resource Group, LLC	$926.6 million	13	0
Warburton Capital Management, LLC	$786.6 million	7	0
Cadent Capital Advisors, LLC	$785.8 million	15	2
Bridgecreek Financial Group	$649.9 million	3	0
Hogantaylor Wealth	$592.8 million	10	0
The Legacy Financial Group, Inc.	$590.7 million	9	0
Everpar Advisors LLC	$587.8 million	9	0
Scissortail Wealth Management, LLC	$568.2 million	13	0
Melia Wealth LLC	$560.1 million	7	0
Relation Wealth Management, Inc.	$541.2 million	14	0
Council Oak Wealth Advisors	$529.4 million	6	0
Pinnacle Investment Advisors	$508.3 million	7	0
Burkholder Wealth Management	$379.9 million	8	0
Olistico Wealth, LLC	$371.5 million	4	0
Wealth Oklahoma	$356.3 million	6	0
Oath Planning, LLC	$284.7 million	8	0
Corporate Consulting Group, Inc.	$240.8 million	2	0
Sustainable Advisors Alliance LLC	$234.8 million	8	0
Drawbridge Capital	$224.6 million	10	1
Robert Stephen Capital Management LLC	$219.1 million	5	0
J M Brown Financial Partners	$202.1 million	7	0
Summit Wealth Group, LLC	$182.5 million	8	0
Meliora Capital	$174.8 million	3	0
Sageoak Financial, LLC	$174.8 million	3	0
Fredric E. Russell Investment Management Co.	$137.5 million	4	0
Longbow Asset Management	$134.4 million	2	0
10elms LLP	$120.6 million	5	0
Tao Private Wealth, LLC	$104.2 million	2	0
Native American Fund Advisors LLC	$38.9 million	6	0
Oak Creek Private Wealth Management LLC	$4.3 million	1	0
Hudson & Associates Wealth Management LLC	$0	2	0