# Financial advisors for high-net-worth individuals in Tulsa, OK

> Find financial advisors in Tulsa, OK who work with high-net-worth individuals. AdvisorCensus lists 50 investment advisory firms with a principal office in the Tulsa metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ok/tulsa/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 50
- Registration: SEC-registered investment adviser: 34, State-registered investment adviser: 16
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (30%); Percentage of assets 49 (98%); Hourly charges 25 (50%); Fixed fees 29 (58%); Commissions 1 (2%); Performance-based fees 3 (6%); Other 6 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (8%); $25 million to $100 million 13 (26%); $100 million to $500 million 17 (34%); $500 million to $1 billion 12 (24%); $1 billion to $5 billion 4 (8%)
- Years registered: Under 5 years 18 (36%); 5 to 9 years 14 (28%); 10 to 19 years 8 (16%); 20 years or more 10 (20%)

## Firms (page 1 of 1, 1 to 50 of 50, 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Robert Stephen Capital Management LLC](https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588) ([md](https://advisorcensus.com/firm/robert-stephen-capital-management-llc-tulsa-ok-118588.md)) | 118588 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sageoak Financial, LLC](https://advisorcensus.com/firm/sageoak-financial-llc-tulsa-ok-166927) ([md](https://advisorcensus.com/firm/sageoak-financial-llc-tulsa-ok-166927.md)) | 166927 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |
| [Sandman Wealth Management](https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989) ([md](https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989.md)) | 338989 | Tulsa, OK | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Scissortail Wealth Management, LLC](https://advisorcensus.com/firm/scissortail-wealth-management-llc-tulsa-ok-297761) ([md](https://advisorcensus.com/firm/scissortail-wealth-management-llc-tulsa-ok-297761.md)) | 297761 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Step by Step Financial, LLC](https://advisorcensus.com/firm/step-by-step-financial-llc-tulsa-ok-146345) ([md](https://advisorcensus.com/firm/step-by-step-financial-llc-tulsa-ok-146345.md)) | 146345 | Tulsa, OK | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Summit Wealth Group, LLC](https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118) ([md](https://advisorcensus.com/firm/summit-wealth-group-llc-tulsa-ok-166118.md)) | 166118 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Sustainable Advisors Alliance LLC](https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061) ([md](https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061.md)) | 312061 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [TAO Private Wealth, LLC](https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979) ([md](https://advisorcensus.com/firm/tao-private-wealth-llc-tulsa-ok-340979.md)) | 340979 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [The Advisory Resource Group, LLC](https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110) ([md](https://advisorcensus.com/firm/the-advisory-resource-group-llc-tulsa-ok-290110.md)) | 290110 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [The Legacy Financial Group, Inc.](https://advisorcensus.com/firm/the-legacy-financial-group-inc-tulsa-ok-135059) ([md](https://advisorcensus.com/firm/the-legacy-financial-group-inc-tulsa-ok-135059.md)) | 135059 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee |
| [Tines Capital, LLC](https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650) ([md](https://advisorcensus.com/firm/tines-capital-llc-tulsa-ok-309650.md)) | 309650 | Tulsa, OK | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Trinity Strategic Wealth](https://advisorcensus.com/firm/trinity-strategic-wealth-tulsa-ok-337956) ([md](https://advisorcensus.com/firm/trinity-strategic-wealth-tulsa-ok-337956.md)) | 337956 | Tulsa, OK | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee |
| [Warburton Capital Management, LLC](https://advisorcensus.com/firm/warburton-capital-management-llc-tulsa-ok-141969) ([md](https://advisorcensus.com/firm/warburton-capital-management-llc-tulsa-ok-141969.md)) | 141969 | Tulsa, OK | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Other |
| [Wealth Advisors, L.L.C.](https://advisorcensus.com/firm/wealth-advisors-l-l-c-broken-arrow-ok-131248) ([md](https://advisorcensus.com/firm/wealth-advisors-l-l-c-broken-arrow-ok-131248.md)) | 131248 | Broken Arrow, OK | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Wealth Oklahoma](https://advisorcensus.com/firm/wealth-oklahoma-tulsa-ok-132962) ([md](https://advisorcensus.com/firm/wealth-oklahoma-tulsa-ok-132962.md)) | 132962 | Tulsa, OK | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |

## Questions people ask

**Which financial advisors in Tulsa, OK work with high-net-worth individuals?**
50 investment advisory firms with a principal office in the Tulsa metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Tulsa, OK: 50 firms from Form ADV filings as of October 2026.