AdvisorCensus / Financial advisors / Oklahoma / Tulsa, OK / Charles Schwab
Financial advisors in Tulsa, OK using Charles Schwab
24 SEC-registered investment advisory firms headquartered in the Tulsa, OK metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 10ELMS LLP | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Bridgecreek Financial Group | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| Burkholder Wealth Management | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Council Oak Wealth Advisors | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| Fredric E. Russell Investment Management Co. | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Gibraltar Capital Management, Inc. | Tulsa | SEC-registered investment adviser | $1 billion to $5 billion |
| Hogantaylor Wealth | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| J M Brown Financial Partners | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Longbow Asset Management | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Melia Wealth LLC | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| Meliora Capital | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Native American Fund Advisors LLC | Tulsa | SEC-registered investment adviser | $25 million to $100 million |
| Oak Creek Private Wealth Management LLC | Tulsa | SEC-registered investment adviser | Under $25 million |
| Oath Planning, LLC | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Pinnacle Investment Advisors | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| Prescott Group Capital Management L.L.C. | Tulsa | SEC-registered investment adviser | $1 billion to $5 billion |
| R.J. Cloud Advisors & Company | Bixby | SEC-registered investment adviser | $100 million to $500 million |
| Relation Wealth Management, Inc. | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| Sageoak Financial, LLC | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Summit Wealth Group, LLC | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| Sustainable Advisors Alliance LLC | Tulsa | SEC-registered investment adviser | $100 million to $500 million |
| The Advisory Resource Group, LLC | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| The Legacy Financial Group, Inc. | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
| Warburton Capital Management, LLC | Tulsa | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Tulsa, OK using Charles Schwab. https://advisorcensus.com/advisors/ok/tulsa/custodians/charles-schwab https://advisorcensus.com/advisors/ok/tulsa/custodians/charles-schwab