Top Financial Advisors in Tulsa, Oklahoma
Finding the right financial advisor in Tulsa is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Tulsa, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Tulsa, OK.
Find the Best Financial Advisor Firms in Tulsa:
TRINITY STRATEGIC WEALTH
CRD#: 337956
Address: 1375 E. 71st Street, Tulsa, OK 74136
Clients: 1,560
Average Clients per Advisor: 97
AUM: $ 1.5B
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328
Address: 7304 S. Yale Avenue, Tulsa, OK 74136
Clients: 265
Average Clients per Advisor: 14
AUM: $ 1.3B
ALLEGIANT WEALTH ADVISORS, LLC
CRD#: 330239
Address: 4200 East Skelly Drive Suite 620, Tulsa, OK 74135
AUM: $ 1.2B
BOK FINANCIAL SECURITIES, INC.
CRD#: 17530
Address: One Williams Center Plaza Southeast, Tulsa, OK 74102
Clients: 2,914
In Business for: 40 Years
Average Clients per Advisor: 20
AUM: $ 1.1B
Disclosures: 14
WARBURTON CAPITAL MANAGEMENT, LLC
CRD#: 141969
Address: 6120 S Yale Avenue Suite 1010, Tulsa, OK 74136
Clients: 258
Average Clients per Advisor: 43
AUM: $ 787M
CADENT CAPITAL ADVISORS, LLC
CRD#: 169704
Address: 4525 East 91st Street, Tulsa, OK 74137
Clients: 450
Average Clients per Advisor: 40
AUM: $ 786M
How We Chose the Top Financial Advisors in Tulsa, Oklahoma
To create this list of top financial advisor firms in Tulsa, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Tulsa has to offer.
Search Financial Advisors in Tulsa, Oklahoma
Darin Leon Kight
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Casey Loper
Registered Affiliation(s):CORNERSTONE WEALTH MANAGEMENT, LLC
Steve M Jelley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Charles Provenzano
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Donald Ray Jackson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Andrew Hunt
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
