Firms by city
Registered investment advisers in Bartlesville, OK
4 SEC-registered advisers headquartered in Bartlesville, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Knightsbridge Advisers | Bartlesville, OK | $3.29B |
| Sutterfield Financial Group | Bartlesville, OK | $274M |
| Archambo Financial Advisors | Bartlesville, OK | $163M |
| Revo Financial | Bartlesville, OK | $135M |
- Headquarters
- Bartlesville, OK
- Regulatory AUM
- $3.29B
- Headquarters
- Bartlesville, OK
- Regulatory AUM
- $274M
- Headquarters
- Bartlesville, OK
- Regulatory AUM
- $163M
- Headquarters
- Bartlesville, OK
- Regulatory AUM
- $135M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bartlesville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Oklahoma.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.