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Top 3 financial advisor firms in Bartlesville

3 SEC-registered financial advisor firms are headquartered in Bartlesville, OK, with $573M in combined regulatory assets under management. The largest by assets are Sutterfield Financial Group ($274M), Archambo Financial Advisors ($163M) and Revo Financial ($135M).

3
Financial advisor firms
$573M
Their combined AUM
$163M
Median firm AUM
1,492
Clients of the top 3

The 3 largest by assets

  1. 1
    Sutterfield Financial Group

    RIA

    $274M

  2. 2
    Archambo Financial Advisors

    RIA

    $163M

  3. 3
    Revo Financial

    RIA

    $135M

Profiles of the top 3

No. 1 · RIA

Sutterfield Financial Group

Sutterfield Financial Group is an investment adviser based in Bartlesville, OK, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $274 million, as filed on 27 March 2026.

Regulatory AUM
$274M
Clients
1,129
Advisory staff
13
Custodians
Fidelity, Interactive Brokers, Charles Schwab
Headquarters
501 Se Fourth Street, Bartlesville, OK 74003
Phone
918-338-2255
Website
sutterfieldfinancial.com

No. 2 · RIA

Archambo Financial Advisors

Archambo Financial Advisors is an investment adviser based in Bartlesville, OK, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $163 million, as filed on 23 March 2026.

Archambo Financial Advisors charges 0.60%–1.00% a year for its Investment supervisory services.

Regulatory AUM
$163M
Clients
197
Advisory staff
3
Fee schedule
0.60% to 1.00% a year
Headquarters
310 South Osage, Bartlesville, OK 74003
Phone
918-336-2222
Website
archambofinancial.com

No. 3 · RIA

Revo Financial

Revo Financial is an investment adviser based in Bartlesville, OK, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $135 million, as filed on 4 September 2026.

Regulatory AUM
$135M
Clients
166
Advisory staff
2
Custodians
Fidelity, SEI Investments Management, Altruist
Headquarters
117 W. 5th Street, #402, Bartlesville, OK 74003
Phone
918-336-7877
Website
revofinancial.com

Questions about financial advisors in Bartlesville

How many financial advisor firms are headquartered in Bartlesville?

3 SEC-registered financial advisor firms report their principal office in Bartlesville, OK, managing $573M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Bartlesville?

Sutterfield Financial Group, with $274M in regulatory assets under management on its latest Form ADV. The next largest are Archambo Financial Advisors ($163M) and Revo Financial ($135M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Bartlesville?

The median firm manages $163M in regulatory assets. That is the midpoint of the 3 firms headquartered in Bartlesville.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Bartlesville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Bartlesville has 3 financial advisor firms; see every adviser in the city →

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