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:
CAPITAL ADVISORS, INC.
CRD#: 104643
Address: 2222 South Utica Place Suite 300, Tulsa, OK 74114
Clients: 1,663
Average Clients per Advisor: 50
AUM: $ 6.1B
ODINGARD CAPITAL MANAGEMENT
CRD#: 297861
Address: 2005 East 21st Street, Tulsa, OK 74114
Clients: 16
Average Clients per Advisor: 5
AUM: $ 2.3B
JACKSON HOLE CAPITAL PARTNERS, LLC
CRD#: 285978
Address: 110 North Elgin Avenue Suite 510, Tulsa, OK 74120
Clients: 24
Average Clients per Advisor: 6
AUM: $ 967M
ALLEGIANT WEALTH ADVISORS, LLC
CRD#: 330239
Address: 4200 East Skelly Drive Suite 620, Tulsa, OK 74135
AUM: $ 956M
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328
Address: 7304 S. Yale Avenue, Tulsa, OK 74136
Clients: 225
Average Clients per Advisor: 18
AUM: $ 841M
BOK FINANCIAL SECURITIES, INC.
CRD#: 17530
Address: One Williams Center Plaza Southeast, Tulsa, OK 74102
Clients: 2,781
In Business for: 40 Years
Average Clients per Advisor: 19
AUM: $ 836M
Disclosures: 14
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
Elizabeth Helen Carson
Registered Affiliation(s):MORGAN STANLEY
Patrick Francis Fitzgerald
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Matt R Cain
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kimberly Rennea Quintanar
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Lee Udrisky
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeremy Dean Lott
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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.
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