AdvisorCensus / Financial advisors / Oklahoma / Tulsa, OK / Branch offices
Advisory firms with an office in Tulsa, OK, headquartered elsewhere
40 investment advisory firms with a principal office outside the Tulsa, OK metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisor Resource Council | Bixby, OK | Dallas, TX | SEC-registered investment adviser |
| Argent Retirement Plan Advisors, LLC | Tulsa, OK | New Orleans, LA | SEC-registered investment adviser |
| Arvest Wealth Management | Tulsa, OK | Lowell, AR | SEC-registered investment adviser |
| Autumn Glory Partners, LLC | Tulsa, OK | Dallas, TX | SEC-registered investment adviser |
| BOK Financial Private Wealth, Inc. | Tulsa, OK | Denver, CO | SEC-registered investment adviser |
| Castlepoint Wealth Advisors | Tulsa, OK | Oklahoma City, OK | SEC-registered investment adviser |
| CG Advisory Services | Tulsa, OK | Williamston, MI | SEC-registered investment adviser |
| Compass Capital Management, LLC | Tulsa, OK | McAlester, OK | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Tulsa, OK | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Tulsa, OK | Overland Park, KS | SEC-registered investment adviser |
| CS Planning Corp | Tulsa, OK | Portland, OR | SEC-registered investment adviser |
| CX Institutional, LLC | Tulsa, OK | Auburn, IN | SEC-registered investment adviser |
| ELE Advisory Services, Inc | Broken Arrow, OK | Southfield, MI | SEC-registered investment adviser |
| Energy Innovation Capital Management, LLC | Tulsa, OK | Orinda, CA | Exempt reporting adviser |
| Financial & Tax Architects, LLC | Tulsa, OK | St. Louis, MO | SEC-registered investment adviser |
| Forge Financial | Tulsa, OK | Edmond, OK | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Tulsa, OK | Englewood, CO | SEC-registered investment adviser |
| Gladstone Management Corporation | Tulsa, OK | McLean, VA | SEC-registered investment adviser |
| GWN Securities Inc. | Owasso, OK | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Hall Capital Management Company, LLC | Tulsa, OK | Dallas, TX | Exempt reporting adviser |
| HM International L.L.C. | Tulsa, OK | Austin, TX | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Tulsa, OK | Austin, TX | SEC-registered investment adviser |
| Kinetic Investment Management, Inc. | Tulsa, OK | Los Angeles, CA | SEC-registered investment adviser |
| Lido | Tulsa, OK | Los Angeles, CA | SEC-registered investment adviser |
| Mariner | Tulsa, OK | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Tulsa, OK | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Tulsa, OK | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Tulsa, OK | Winter Park, FL | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Tulsa, OK | Rock Island, IL | SEC-registered investment adviser |
| Newedge Advisors | Tulsa, OK | New Orleans, LA | SEC-registered investment adviser |
| Nexus Energy Partners | Tulsa, OK | Denver, CO | Exempt reporting adviser |
| ST. Bernard Financial Services, Inc. | Broken Arrow, OK | Russellville, AR | SEC-registered investment adviser |
| Talon LLC | Tulsa, OK | San Juan, PR | SEC-registered investment adviser |
| The Mather Group, LLC | Tulsa, OK | Chicago, IL | SEC-registered investment adviser |
| Thurston Springer Advisors | Tulsa, OK | Indianapolis, IN | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Tulsa, OK | Lawrence, KS | SEC-registered investment adviser |
| Turner Financial Group, Inc. | Tulsa, OK | Pace, FL | SEC-registered investment adviser |
| USA Financial Securities LLC | Sand Springs, OK | Ada, MI | SEC-registered investment adviser |
| Vista Investment Partners LLC | Tulsa, OK | Oklahoma City, OK | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | Jenks, OK | Englewood, CO | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 3 firms list an office in Tulsa, OK on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wealth Management Solutions | Claremore, OK | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Tulsa, OK | SEC-registered investment adviser |
| Xantos Labs, LLC | Bixby, OK | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Tulsa, OK, headquartered elsewhere. https://advisorcensus.com/advisors/ok/tulsa/branch-offices https://advisorcensus.com/advisors/ok/tulsa/branch-offices