Fiduciary advisors in Tulsa, OK
36 registered advisers
In Tulsa, 36 investment advisory firms hold SEC registration and meet fiduciary standards. 33 of those firms -- 92% -- operate on a fee-only basis, accepting no commissions.
ALLEGIANT WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$956M
Minimum--
Clients18
ARGONAUT PRIVATE CAPITAL, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.4B
Minimum--
Clients8
BOK FINANCIAL ADVISORS
Also Compensated via BrokerageTypical Fee--
AUM$836M
Minimum--
Clients3,179
BURKHOLDER WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$255M
Minimum--
Clients718
CADENT CAPITAL ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$651M
Minimum--
Clients1,315
CAPITAL ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.1B
Minimum--
Clients7,297
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$14.2B
Minimum--
Clients2,326
CORPORATE CONSULTING GROUP, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$167M
Minimum--
Clients1
COUNCIL OAK WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$435M
Minimum--
Clients890
DRAWBRIDGE CAPITAL
Also Compensated via BrokerageTypical Fee--
AUM$190M
Minimum--
Clients951
EVERPAR ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$588M
Minimum--
Clients937
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients85
GIBRALTAR CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$841M
Minimum--
Clients402
HOGANTAYLOR WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$497M
Minimum--
Clients1,160
J M BROWN FINANCIAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$158M
Minimum--
Clients934
JACKSON HOLE CAPITAL PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$967M
Minimum--
Clients597
LONGBOW ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$131M
Minimum--
Clients450
MELIA WEALTH LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$510M
Minimum--
Clients2,351
MELIORA CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$149M
Minimum--
Clients219
NATIVE AMERICAN FUND ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$37M
Minimum--
Clients2
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6M
Minimum--
Clients8
OATH PLANNING, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$285M
Minimum--
Clients1,104
OLISTICO WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$326M
Minimum--
Clients335
PINNACLE INVESTMENT ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.25%
AUM$455M
Minimum--
Clients468
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$862M
Minimum--
Clients5
RELATION WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$418M
Minimum--
Clients276
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$193M
Minimum--
Clients471
SAGEOAK FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$144M
Minimum--
Clients655
SCISSORTAIL WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$588M
Minimum--
Clients2,571
SUMMIT WEALTH GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients724
SUSTAINABLE ADVISORS ALLIANCE LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$235M
Minimum--
Clients1,080
THE ADVISORY RESOURCE GROUP, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$809M
Minimum--
Clients2,320
THE LEGACY FINANCIAL GROUP, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$514M
Minimum--
Clients1,608
TRINITY STRATEGIC WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients4,794
WARBURTON CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$787M
Minimum--
Clients1,265
WEALTH OKLAHOMA
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$307M
Minimum--
Clients336