{ "path": "/advisors/ok/tulsa", "url": "https://advisorcensus.com/advisors/ok/tulsa", "page_type": "metro", "title": "Financial advisors in Tulsa, OK", "filters": {}, "scope_total": 67, "faq": [ { "q": "How many financial advisory firms are there in Tulsa, OK?", "a": "AdvisorCensus lists 67 investment advisory firms with a principal office in the Tulsa metro area, from Form ADV filings as of October 2026: 39 SEC-registered, 23 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Tulsa, OK?", "a": "20 of the 67 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Tulsa, OK offer financial planning?", "a": "45 of the 62 firms in Tulsa, OK that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Tulsa, OK fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 20 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 67 investment advisory firms with a principal office in the Tulsa metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Tulsa has 67 investment advisory firms with a principal office in the metro area as of October 2026: 39 SEC-registered, 23 state-registered, and 5 exempt reporting advisers. 20 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 21 report under $100 million in regulatory assets under management. The metro area has 406,447 households, 34,727 of them with income of $200,000 or more, or 518 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Tulsa, OK: 67 firms from Form ADV filings as of October 2026.", "total_firms": 67, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 39, "state": 23, "exempt": 5 }, "fee_model_mix": [ { "code": "fee-only", "count": 20 }, { "code": "percentage_of_aum", "count": 59 }, { "code": "hourly", "count": 29 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 35 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 5 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 5 } ], "years_registered_distribution": [ { "code": "under_5", "count": 26 }, { "code": "5_to_9", "count": 15 }, { "code": "10_to_19", "count": 11 }, { "code": "20_plus", "count": 15 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 7 }, { "code": "25m_100m", "count": 14 }, { "code": "100m_500m", "count": 17 }, { "code": "500m_1b", "count": 12 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 10 } ], "firms": [ { "crd_number": 323398, "name": "10ELMS LLP", "name_as_filed": "10ELMS LLP", "url": "https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282869, "name": "Access Capital Management, LLC", "name_as_filed": "ACCESS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/access-capital-management-llc-tulsa-ok-282869", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339075, "name": "Achieve Capital", "name_as_filed": "ACHIEVE CAPITAL", "url": "https://advisorcensus.com/firm/achieve-capital-tulsa-ok-339075", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330239, "name": "Allegiant Wealth Advisors, LLC", "name_as_filed": "ALLEGIANT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314820, "name": "Allocations Advisers, LLC", "name_as_filed": "ALLOCATIONS ADVISERS, LLC", "url": "https://advisorcensus.com/firm/allocations-advisers-llc-tulsa-ok-314820", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108589, "name": "Ameritrust Investment Advisors Inc", "name_as_filed": "AMERITRUST INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589", "city": "Tulsa", "state": "OK", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 283878, "name": "Argonaut Private Capital, LP", "name_as_filed": "ARGONAUT PRIVATE CAPITAL, LP", "url": "https://advisorcensus.com/firm/argonaut-private-capital-lp-tulsa-ok-283878", "city": "Tulsa", "state": "OK", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 17530, "name": "BOK Financial Advisors", "name_as_filed": "BOK FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530", "city": "Tulsa", "state": "OK", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 340683, "name": "Bridgecreek Financial Group", "name_as_filed": "BRIDGECREEK FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305300, "name": "Burkholder Wealth Management", "name_as_filed": "BURKHOLDER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300", "city": "Tulsa", "state": "OK", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169704, "name": "Cadent Capital Advisors, LLC", "name_as_filed": "CADENT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704", "city": "Tulsa", "state": "OK", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 319149, "name": "Cathedral Square Capital", "name_as_filed": "CATHEDRAL SQUARE CAPITAL", "url": "https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149", "city": "Tulsa", "state": "OK", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110774, "name": "Cavanal Hill Investment Management, Inc.", "name_as_filed": "CAVANAL HILL INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cavanal-hill-investment-management-inc-tulsa-ok-110774", "city": "Tulsa", "state": "OK", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114812, "name": "Chartmark Investments, Inc.", "name_as_filed": "CHARTMARK INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/chartmark-investments-inc-tulsa-ok-114812", "city": "Tulsa", "state": "OK", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133271, "name": "Coachwise Financial Solutions, Inc.", "name_as_filed": "COACHWISE FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/coachwise-financial-solutions-inc-tulsa-ok-133271", "city": "Tulsa", "state": "OK", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327213, "name": "Compass Coaching and Consulting, LLC", "name_as_filed": "COMPASS COACHING AND CONSULTING, LLC", "url": "https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333870, "name": "Cone Wealth Management", "name_as_filed": "CONE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cone-wealth-management-tulsa-ok-333870", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123761, "name": "Corporate Consulting Group, Inc.", "name_as_filed": "CORPORATE CONSULTING GROUP, INC.", "url": "https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761", "city": "Tulsa", "state": "OK", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297180, "name": "Council Oak Wealth Advisors", "name_as_filed": "COUNCIL OAK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/council-oak-wealth-advisors-tulsa-ok-297180", "city": "Tulsa", "state": "OK", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117509, "name": "DBA Upal Or United Professionals Assoc. Ltd.", "name_as_filed": "DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD.", "url": "https://advisorcensus.com/firm/dba-upal-or-united-professionals-assoc-ltd-tulsa-ok-117509", "city": "Tulsa", "state": "OK", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128636, "name": "Drawbridge Capital", "name_as_filed": "DRAWBRIDGE CAPITAL", "url": "https://advisorcensus.com/firm/drawbridge-capital-tulsa-ok-128636", "city": "Tulsa", "state": "OK", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307301, "name": "Ellevate Advisors", "name_as_filed": "ELLEVATE ADVISORS", "url": "https://advisorcensus.com/firm/ellevate-advisors-tulsa-ok-307301", "city": "Tulsa", "state": "OK", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326468, "name": "Everpar Advisors LLC", "name_as_filed": "EVERPAR ADVISORS LLC", "url": "https://advisorcensus.com/firm/everpar-advisors-llc-tulsa-ok-326468", "city": "Tulsa", "state": "OK", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129458, "name": "Everwealth", "name_as_filed": "EVERWEALTH", "url": "https://advisorcensus.com/firm/everwealth-tulsa-ok-129458", "city": "Tulsa", "state": "OK", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 108886, "name": "Fredric E. Russell Investment Management Co.", "name_as_filed": "FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/fredric-e-russell-investment-management-co-tulsa-ok-108886", "city": "Tulsa", "state": "OK", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122328, "name": "Gibraltar Capital Management, Inc.", "name_as_filed": "GIBRALTAR CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/gibraltar-capital-management-inc-tulsa-ok-122328", "city": "Tulsa", "state": "OK", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 129696, "name": "Hogantaylor Wealth", "name_as_filed": "HOGANTAYLOR WEALTH", "url": "https://advisorcensus.com/firm/hogantaylor-wealth-tulsa-ok-129696", "city": "Tulsa", "state": "OK", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343176, "name": "Hudson & Associates Wealth Management LLC", "name_as_filed": "HUDSON & ASSOCIATES WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hudson-and-associates-wealth-management-llc-tulsa-ok-343176", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323816, "name": "Integra Private Wealth Management, LLC", "name_as_filed": "INTEGRA PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/integra-private-wealth-management-llc-tulsa-ok-323816", "city": "Tulsa", "state": "OK", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118427, "name": "J M Brown Financial Partners", "name_as_filed": "J M BROWN FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/j-m-brown-financial-partners-tulsa-ok-118427", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116901, "name": "KQ Wealth Management LLC", "name_as_filed": "KQ WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kq-wealth-management-llc-tulsa-ok-116901", "city": "Tulsa", "state": "OK", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126193, "name": "Longbow Asset Management", "name_as_filed": "LONGBOW ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/longbow-asset-management-tulsa-ok-126193", "city": "Tulsa", "state": "OK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118334, "name": "Maxwell and Morse Capital Management, Inc.", "name_as_filed": "MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/maxwell-and-morse-capital-management-inc-tulsa-ok-118334", "city": "Tulsa", "state": "OK", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145402, "name": "Melia Wealth LLC", "name_as_filed": "MELIA WEALTH LLC", "url": "https://advisorcensus.com/firm/melia-wealth-llc-tulsa-ok-145402", "city": "Tulsa", "state": "OK", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172367, "name": "Meliora Capital", "name_as_filed": "MELIORA CAPITAL", "url": "https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367", "city": "Tulsa", "state": "OK", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342655, "name": "Mendenhall Capital Management", "name_as_filed": "MENDENHALL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mendenhall-capital-management-tulsa-ok-342655", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316957, "name": "Mercury Capital Management, LLC", "name_as_filed": "MERCURY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mercury-capital-management-llc-tulsa-ok-316957", "city": "Tulsa", "state": "OK", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108149, "name": "Native American Fund Advisors LLC", "name_as_filed": "NATIVE AMERICAN FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149", "city": "Tulsa", "state": "OK", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298766, "name": "O'Brien Capital Advisors, LLC", "name_as_filed": "O'BRIEN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/o-brien-capital-advisors-llc-sapulpa-ok-298766", "city": "Sapulpa", "state": "OK", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306851, "name": "Oak Creek Private Wealth Management LLC", "name_as_filed": "OAK CREEK PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oak-creek-private-wealth-management-llc-tulsa-ok-306851", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299187, "name": "Oath Planning, LLC", "name_as_filed": "OATH PLANNING, LLC", "url": "https://advisorcensus.com/firm/oath-planning-llc-tulsa-ok-299187", "city": "Tulsa", "state": "OK", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297861, "name": "Odingard Capital Management", "name_as_filed": "ODINGARD CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/odingard-capital-management-tulsa-ok-297861", "city": "Tulsa", "state": "OK", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315028, "name": "Olistico Wealth, LLC", "name_as_filed": "OLISTICO WEALTH, LLC", "url": "https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028", "city": "Tulsa", "state": "OK", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169868, "name": "Omega Capital", "name_as_filed": "OMEGA CAPITAL", "url": "https://advisorcensus.com/firm/omega-capital-tulsa-ok-169868", "city": "Tulsa", "state": "OK", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108086, "name": "Pinnacle Investment Advisors", "name_as_filed": "PINNACLE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/pinnacle-investment-advisors-tulsa-ok-108086", "city": "Tulsa", "state": "OK", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 115220, "name": "Prescott Group Capital Management L.L.C.", "name_as_filed": "PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/prescott-group-capital-management-l-l-c-tulsa-ok-115220", "city": "Tulsa", "state": "OK", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289371, "name": "R.J. Cloud Advisors & Company", "name_as_filed": "R.J. CLOUD ADVISORS & COMPANY", "url": "https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371", "city": "Bixby", "state": "OK", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334158, "name": "Realm Financial Planning", "name_as_filed": "REALM FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158", "city": "Tulsa", "state": "OK", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150197, "name": "Regent Wealth Management, Inc.", "name_as_filed": "REGENT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/regent-wealth-management-inc-tulsa-ok-150197", "city": "Tulsa", "state": "OK", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329961, "name": "Relation Wealth Management, Inc.", "name_as_filed": "RELATION WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961", "city": "Tulsa", "state": "OK", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ok", "label": "Financial advisors in Oklahoma" }, "metro": { "path": "/advisors/ok/tulsa", "label": "Financial advisors in Tulsa, OK" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/ok/tulsa/fee-only", "label": "Fee-only financial advisors in Tulsa, OK", "firm_count": 20 }, { "path": "/advisors/ok/tulsa/flat-fee", "label": "Flat-fee financial advisors in Tulsa, OK", "firm_count": 35 }, { "path": "/advisors/ok/tulsa/hourly", "label": "Hourly financial advisors in Tulsa, OK", "firm_count": 29 } ], "niche_pages": [ { "path": "/advisors/ok/tulsa/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Tulsa, OK" }, { "path": "/advisors/ok/tulsa/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Tulsa, OK" } ] }, "csv": "https://advisorcensus.com/advisors/ok/tulsa.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 3, "sec_registered_at_start": 36, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 3 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }