Investment adviser firms in TULSA, Oklahoma
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
39 firms · Source months shown: August 2026
- 10ELMS LLPCRD 323398 · TULSA, OK$120,572,068.00Regulatory AUM · August 2026
- ALLEGIANT WEALTH ADVISORS, LLCCRD 330239 · TULSA, OK$1,168,282,243.00Regulatory AUM · August 2026
- ARGONAUT PRIVATE CAPITAL, LPCRD 283878 · TULSA, OK$3,007,976,621.00Regulatory AUM · August 2026
- BOK FINANCIAL SECURITIES, INC.CRD 17530 · TULSA, OK$1,058,021,768.00Regulatory AUM · August 2026
- BRIDGECREEK FINANCIAL GROUP, LLCCRD 340683 · TULSA, OK$649,946,000.00Regulatory AUM · August 2026
- BURK HOLDINGS LLCCRD 305300 · TULSA, OK$379,869,603.00Regulatory AUM · August 2026
- CADENT CAPITAL ADVISORS, LLCCRD 169704 · TULSA, OK$785,808,110.00Regulatory AUM · August 2026
- CAPITAL ADVISORS, INC.CRD 104643 · TULSA, OK$7,428,393,494.00Regulatory AUM · August 2026
- CAVANAL HILL INVESTMENT MANAGEMENT, INC.CRD 110774 · TULSA, OK$15,233,547,787.00Regulatory AUM · August 2026
- CORPORATE CONSULTING GROUP, INC.CRD 123761 · TULSA, OK$240,753,338.00Regulatory AUM · August 2026
- COWA, LLCCRD 297180 · TULSA, OK$529,365,864.00Regulatory AUM · August 2026
- DISCIPLINED INVESTMENTS, LLCCRD 129696 · TULSA, OK$592,795,599.00Regulatory AUM · August 2026
- DRAWBRIDGE CAPITAL, LLCCRD 128636 · TULSA, OK$224,592,580.00Regulatory AUM · August 2026
- EVERPAR ADVISORS LLCCRD 326468 · TULSA, OK$587,838,031.00Regulatory AUM · August 2026
- GIBRALTAR CAPITAL MANAGEMENT, INC.CRD 122328 · TULSA, OK$1,348,981,020.00Regulatory AUM · August 2026
- J M BROWN & ASSOCIATES, INC.CRD 118427 · TULSA, OK$202,091,848.00Regulatory AUM · August 2026
- LONGBOW ASSET MANAGEMENTCRD 126193 · TULSA, OK$134,423,519.00Regulatory AUM · August 2026
- MELIA GROUP LLCCRD 145402 · TULSA, OK$560,110,616.00Regulatory AUM · August 2026
- MELIORA CAPITAL, LLCCRD 172367 · TULSA, OK$174,816,740.00Regulatory AUM · August 2026
- NATIVE AMERICAN FUND ADVISORS LLCCRD 108149 · TULSA, OK$38,895,472.00Regulatory AUM · August 2026
- OAK CREEK PRIVATE WEALTH MANAGEMENT LLCCRD 306851 · TULSA, OK$4,258,867.00Regulatory AUM · August 2026
- OATH PLANNING, LLCCRD 299187 · TULSA, OK$284,681,416.00Regulatory AUM · August 2026
- OLISTICO WEALTH, LLCCRD 315028 · TULSA, OK$371,509,330.00Regulatory AUM · August 2026
- PINNACLE HOLDINGS, LLCCRD 108086 · TULSA, OK$508,333,424.00Regulatory AUM · August 2026
- PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.CRD 115220 · TULSA, OK$1,298,388,038.00Regulatory AUM · August 2026
- RELATION WEALTH MANAGEMENT, INC.CRD 329961 · TULSA, OK$541,213,086.00Regulatory AUM · August 2026
- SAGEOAK FINANCIAL, LLCCRD 166927 · TULSA, OK$174,816,282.00Regulatory AUM · August 2026
- SCISSORTAIL WEALTH MANAGEMENT, LLCCRD 297761 · TULSA, OK$568,186,776.00Regulatory AUM · August 2026
- STREETER MOORE & STIPE LLCCRD 118588 · TULSA, OK$219,130,877.00Regulatory AUM · August 2026
- SUMMIT WEALTH GROUP, LLCCRD 166118 · TULSA, OK$182,490,922.00Regulatory AUM · August 2026
- SUSTAINABLE ADVISORS ALLIANCE LLCCRD 312061 · TULSA, OK$234,841,969.00Regulatory AUM · August 2026
- TAO PRIVATE WEALTH, LLCCRD 340979 · TULSA, OKNot availableRegulatory AUM · August 2026
- THE ADVISORY RESOURCE GROUP, LLCCRD 290110 · TULSA, OK$926,569,671.00Regulatory AUM · August 2026
- THE LEGACY FINANCIAL GROUP, INC.CRD 135059 · TULSA, OK$590,734,523.00Regulatory AUM · August 2026
- THE STOLPER COMPANY L.L.C.CRD 132962 · TULSA, OK$356,289,476.00Regulatory AUM · August 2026
- TULSA WEALTH ADVISORS, INC.CRD 337956 · TULSA, OK$1,536,077,168.00Regulatory AUM · August 2026
- WALTON CREEK INVESTMENT ADVISORS LLCCRD 343176 · TULSA, OKNot availableRegulatory AUM · August 2026
- WARBURTON CAPITAL MANAGEMENT, LLCCRD 141969 · TULSA, OK$786,622,276.00Regulatory AUM · August 2026
- XXEC INCCRD 108886 · TULSA, OK$137,477,365.00Regulatory AUM · August 2026