Top 10 advisors in Tulsa
We’ve curated a list of the best financial advisors in Tulsa, take a look at it below
Find an advisor in Tulsa| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $9,643,156,437 | 49 advisors | ||
| 2 | $4,245,271,614 | 59 advisors | ||
| 3 | $1,732,958,120 | 23 advisors | ||
| 4 | $616,326,212 | 6 advisors | ||
| 5 | $501,529,857 | 6 advisors | ||
| 6 | $497,694,147 | 9 advisors | ||
| 7 | $409,429,767 | 4 advisors | ||
| 8 | $405,983,921 | 8 advisors | ||
| 9 | $401,506,245 | 155 advisors | ||
| 10 | $383,515,677 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Tulsa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tulsa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Cavanal Hill Investment Management, Inc.
Assets under management
$9,643,156,437
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Capital Advisors, Inc.
Assets under management
$4,245,271,614
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Argonaut Private Capital, Lp
Assets under management
$1,732,958,120
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Prescott Group Capital Management L.l.c.
Assets under management
$616,326,212
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Jackson Hole Capital Partners, LLC
Assets under management
$501,529,857
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Warburton Capital Management, LLC
Assets under management
$497,694,147
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Melia Wealth LLC
Assets under management
$409,429,767
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
8. Everpar Advisors LLC
Assets under management
$405,983,921
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
9. Bok Financial Advisors
Assets under management
$401,506,245
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Furnishes Advice About Securities In Any Manner Not Described Above.
- Not sure which one to choose?Use our smart matching tool
10. Scissortail Wealth Management, LLC
Assets under management
$383,515,677
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.