# Financial advisors in Tulsa, OK

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ok/tulsa

## At a glance

- Investment advisory firms: 67
- Registration: SEC-registered investment adviser: 39, State-registered investment adviser: 23, Exempt reporting adviser: 5
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 20 (32%); Percentage of assets 59 (95%); Hourly charges 29 (47%); Fixed fees 35 (56%); Commissions 1 (2%); Performance-based fees 5 (8%); Other 7 (11%); No compensation arrangements reported 5
- Regulatory assets under management (Item 5.F): Under $25 million 7 (10%); $25 million to $100 million 14 (21%); $100 million to $500 million 17 (25%); $500 million to $1 billion 12 (18%); $1 billion to $5 billion 6 (9%); Over $5 billion 1 (1%); Not reported 10 (15%)
- Years registered: Under 5 years 26 (39%); 5 to 9 years 15 (22%); 10 to 19 years 11 (16%); 20 years or more 15 (22%)

## Firms (page 1 of 2, 1 to 50 of 67, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [10ELMS LLP](https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398) ([md](https://advisorcensus.com/firm/10elms-llp-tulsa-ok-323398.md)) | 323398 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Access Capital Management, LLC](https://advisorcensus.com/firm/access-capital-management-llc-tulsa-ok-282869) ([md](https://advisorcensus.com/firm/access-capital-management-llc-tulsa-ok-282869.md)) | 282869 | Tulsa, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Achieve Capital](https://advisorcensus.com/firm/achieve-capital-tulsa-ok-339075) ([md](https://advisorcensus.com/firm/achieve-capital-tulsa-ok-339075.md)) | 339075 | Tulsa, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Allegiant Wealth Advisors, LLC](https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239) ([md](https://advisorcensus.com/firm/allegiant-wealth-advisors-llc-tulsa-ok-330239.md)) | 330239 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets |
| [Allocations Advisers, LLC](https://advisorcensus.com/firm/allocations-advisers-llc-tulsa-ok-314820) ([md](https://advisorcensus.com/firm/allocations-advisers-llc-tulsa-ok-314820.md)) | 314820 | Tulsa, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ameritrust Investment Advisors Inc](https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589) ([md](https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589.md)) | 108589 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Argonaut Private Capital, LP](https://advisorcensus.com/firm/argonaut-private-capital-lp-tulsa-ok-283878) ([md](https://advisorcensus.com/firm/argonaut-private-capital-lp-tulsa-ok-283878.md)) | 283878 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [BOK Financial Advisors](https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530) ([md](https://advisorcensus.com/firm/bok-financial-advisors-tulsa-ok-17530.md)) | 17530 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee, Commissions |
| [Bridgecreek Financial Group](https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683) ([md](https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683.md)) | 340683 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Burkholder Wealth Management](https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300) ([md](https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300.md)) | 305300 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Cadent Capital Advisors, LLC](https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704) ([md](https://advisorcensus.com/firm/cadent-capital-advisors-llc-tulsa-ok-169704.md)) | 169704 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [Cathedral Square Capital](https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149) ([md](https://advisorcensus.com/firm/cathedral-square-capital-tulsa-ok-319149.md)) | 319149 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Cavanal Hill Investment Management, Inc.](https://advisorcensus.com/firm/cavanal-hill-investment-management-inc-tulsa-ok-110774) ([md](https://advisorcensus.com/firm/cavanal-hill-investment-management-inc-tulsa-ok-110774.md)) | 110774 | Tulsa, OK | SEC-registered investment adviser | Over $5 billion | 25 | % of assets |
| [Chartmark Investments, Inc.](https://advisorcensus.com/firm/chartmark-investments-inc-tulsa-ok-114812) ([md](https://advisorcensus.com/firm/chartmark-investments-inc-tulsa-ok-114812.md)) | 114812 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Coachwise Financial Solutions, Inc.](https://advisorcensus.com/firm/coachwise-financial-solutions-inc-tulsa-ok-133271) ([md](https://advisorcensus.com/firm/coachwise-financial-solutions-inc-tulsa-ok-133271.md)) | 133271 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Compass Coaching and Consulting, LLC](https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213) ([md](https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213.md)) | 327213 | Tulsa, OK | State-registered investment adviser | Not reported | 2 | % of assets, Hourly, Fixed fee, Other |
| [Cone Wealth Management](https://advisorcensus.com/firm/cone-wealth-management-tulsa-ok-333870) ([md](https://advisorcensus.com/firm/cone-wealth-management-tulsa-ok-333870.md)) | 333870 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Corporate Consulting Group, Inc.](https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761) ([md](https://advisorcensus.com/firm/corporate-consulting-group-inc-tulsa-ok-123761.md)) | 123761 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 22 | Hourly, Fixed fee |
| [Council Oak Wealth Advisors](https://advisorcensus.com/firm/council-oak-wealth-advisors-tulsa-ok-297180) ([md](https://advisorcensus.com/firm/council-oak-wealth-advisors-tulsa-ok-297180.md)) | 297180 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [DBA Upal Or United Professionals Assoc. Ltd.](https://advisorcensus.com/firm/dba-upal-or-united-professionals-assoc-ltd-tulsa-ok-117509) ([md](https://advisorcensus.com/firm/dba-upal-or-united-professionals-assoc-ltd-tulsa-ok-117509.md)) | 117509 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 28 | % of assets |
| [Drawbridge Capital](https://advisorcensus.com/firm/drawbridge-capital-tulsa-ok-128636) ([md](https://advisorcensus.com/firm/drawbridge-capital-tulsa-ok-128636.md)) | 128636 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Ellevate Advisors](https://advisorcensus.com/firm/ellevate-advisors-tulsa-ok-307301) ([md](https://advisorcensus.com/firm/ellevate-advisors-tulsa-ok-307301.md)) | 307301 | Tulsa, OK | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee |
| [Everpar Advisors LLC](https://advisorcensus.com/firm/everpar-advisors-llc-tulsa-ok-326468) ([md](https://advisorcensus.com/firm/everpar-advisors-llc-tulsa-ok-326468.md)) | 326468 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Everwealth](https://advisorcensus.com/firm/everwealth-tulsa-ok-129458) ([md](https://advisorcensus.com/firm/everwealth-tulsa-ok-129458.md)) | 129458 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Other |
| [Fredric E. Russell Investment Management Co.](https://advisorcensus.com/firm/fredric-e-russell-investment-management-co-tulsa-ok-108886) ([md](https://advisorcensus.com/firm/fredric-e-russell-investment-management-co-tulsa-ok-108886.md)) | 108886 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Gibraltar Capital Management, Inc.](https://advisorcensus.com/firm/gibraltar-capital-management-inc-tulsa-ok-122328) ([md](https://advisorcensus.com/firm/gibraltar-capital-management-inc-tulsa-ok-122328.md)) | 122328 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Performance fee |
| [Hogantaylor Wealth](https://advisorcensus.com/firm/hogantaylor-wealth-tulsa-ok-129696) ([md](https://advisorcensus.com/firm/hogantaylor-wealth-tulsa-ok-129696.md)) | 129696 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Hudson & Associates Wealth Management LLC](https://advisorcensus.com/firm/hudson-and-associates-wealth-management-llc-tulsa-ok-343176) ([md](https://advisorcensus.com/firm/hudson-and-associates-wealth-management-llc-tulsa-ok-343176.md)) | 343176 | Tulsa, OK | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Integra Private Wealth Management, LLC](https://advisorcensus.com/firm/integra-private-wealth-management-llc-tulsa-ok-323816) ([md](https://advisorcensus.com/firm/integra-private-wealth-management-llc-tulsa-ok-323816.md)) | 323816 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [J M Brown Financial Partners](https://advisorcensus.com/firm/j-m-brown-financial-partners-tulsa-ok-118427) ([md](https://advisorcensus.com/firm/j-m-brown-financial-partners-tulsa-ok-118427.md)) | 118427 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [KQ Wealth Management LLC](https://advisorcensus.com/firm/kq-wealth-management-llc-tulsa-ok-116901) ([md](https://advisorcensus.com/firm/kq-wealth-management-llc-tulsa-ok-116901.md)) | 116901 | Tulsa, OK | State-registered investment adviser | Not reported | 36 | Hourly, Fixed fee |
| [Longbow Asset Management](https://advisorcensus.com/firm/longbow-asset-management-tulsa-ok-126193) ([md](https://advisorcensus.com/firm/longbow-asset-management-tulsa-ok-126193.md)) | 126193 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Maxwell and Morse Capital Management, Inc.](https://advisorcensus.com/firm/maxwell-and-morse-capital-management-inc-tulsa-ok-118334) ([md](https://advisorcensus.com/firm/maxwell-and-morse-capital-management-inc-tulsa-ok-118334.md)) | 118334 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Melia Wealth LLC](https://advisorcensus.com/firm/melia-wealth-llc-tulsa-ok-145402) ([md](https://advisorcensus.com/firm/melia-wealth-llc-tulsa-ok-145402.md)) | 145402 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Meliora Capital](https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367) ([md](https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367.md)) | 172367 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Mendenhall Capital Management](https://advisorcensus.com/firm/mendenhall-capital-management-tulsa-ok-342655) ([md](https://advisorcensus.com/firm/mendenhall-capital-management-tulsa-ok-342655.md)) | 342655 | Tulsa, OK | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Mercury Capital Management, LLC](https://advisorcensus.com/firm/mercury-capital-management-llc-tulsa-ok-316957) ([md](https://advisorcensus.com/firm/mercury-capital-management-llc-tulsa-ok-316957.md)) | 316957 | Tulsa, OK | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Native American Fund Advisors LLC](https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149) ([md](https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149.md)) | 108149 | Tulsa, OK | SEC-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [O'Brien Capital Advisors, LLC](https://advisorcensus.com/firm/o-brien-capital-advisors-llc-sapulpa-ok-298766) ([md](https://advisorcensus.com/firm/o-brien-capital-advisors-llc-sapulpa-ok-298766.md)) | 298766 | Sapulpa, OK | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Oak Creek Private Wealth Management LLC](https://advisorcensus.com/firm/oak-creek-private-wealth-management-llc-tulsa-ok-306851) ([md](https://advisorcensus.com/firm/oak-creek-private-wealth-management-llc-tulsa-ok-306851.md)) | 306851 | Tulsa, OK | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Oath Planning, LLC](https://advisorcensus.com/firm/oath-planning-llc-tulsa-ok-299187) ([md](https://advisorcensus.com/firm/oath-planning-llc-tulsa-ok-299187.md)) | 299187 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Odingard Capital Management](https://advisorcensus.com/firm/odingard-capital-management-tulsa-ok-297861) ([md](https://advisorcensus.com/firm/odingard-capital-management-tulsa-ok-297861.md)) | 297861 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Olistico Wealth, LLC](https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028) ([md](https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028.md)) | 315028 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Omega Capital](https://advisorcensus.com/firm/omega-capital-tulsa-ok-169868) ([md](https://advisorcensus.com/firm/omega-capital-tulsa-ok-169868.md)) | 169868 | Tulsa, OK | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Pinnacle Investment Advisors](https://advisorcensus.com/firm/pinnacle-investment-advisors-tulsa-ok-108086) ([md](https://advisorcensus.com/firm/pinnacle-investment-advisors-tulsa-ok-108086.md)) | 108086 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Performance fee |
| [Prescott Group Capital Management L.L.C.](https://advisorcensus.com/firm/prescott-group-capital-management-l-l-c-tulsa-ok-115220) ([md](https://advisorcensus.com/firm/prescott-group-capital-management-l-l-c-tulsa-ok-115220.md)) | 115220 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee |
| [R.J. Cloud Advisors & Company](https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371) ([md](https://advisorcensus.com/firm/r-j-cloud-advisors-and-company-bixby-ok-289371.md)) | 289371 | Bixby, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Realm Financial Planning](https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158) ([md](https://advisorcensus.com/firm/realm-financial-planning-tulsa-ok-334158.md)) | 334158 | Tulsa, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Regent Wealth Management, Inc.](https://advisorcensus.com/firm/regent-wealth-management-inc-tulsa-ok-150197) ([md](https://advisorcensus.com/firm/regent-wealth-management-inc-tulsa-ok-150197.md)) | 150197 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Relation Wealth Management, Inc.](https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961) ([md](https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961.md)) | 329961 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ok/tulsa/page/2.md

## Questions people ask

**How many financial advisory firms are there in Tulsa, OK?**
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.

**How many fee-only financial advisors are in Tulsa, OK?**
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.

**How many financial advisors in Tulsa, OK offer financial planning?**
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.

**Are the financial advisors in Tulsa, OK fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Oklahoma](https://advisorcensus.com/advisors/ok) (https://advisorcensus.com/advisors/ok.md)
- [Financial advisors in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa) (https://advisorcensus.com/advisors/ok/tulsa.md)
- [Fee-only financial advisors in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa/fee-only) (https://advisorcensus.com/advisors/ok/tulsa/fee-only.md)
- [Flat-fee financial advisors in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa/flat-fee) (https://advisorcensus.com/advisors/ok/tulsa/flat-fee.md)
- [Hourly financial advisors in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa/hourly) (https://advisorcensus.com/advisors/ok/tulsa/hourly.md)
- [Financial advisors for business owners in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa/business-owners) (https://advisorcensus.com/advisors/ok/tulsa/business-owners.md)
- [Financial advisors for retirees in Tulsa, OK](https://advisorcensus.com/advisors/ok/tulsa/retirees) (https://advisorcensus.com/advisors/ok/tulsa/retirees.md)
- [Financial advisors in Oklahoma City](https://advisorcensus.com/advisors/ok/oklahoma-city) (https://advisorcensus.com/advisors/ok/oklahoma-city.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ok/tulsa.csv

Cite as: AdvisorCensus. Financial advisors in Tulsa, OK: 67 firms from Form ADV filings as of October 2026.