Top 10 financial advisor firms in Tulsa

29 SEC-registered financial advisor firms are headquartered in Tulsa, OK, with $14.4B in combined regulatory assets under management. The largest by assets are Tulsa Wealth Advisors ($1.54B), Gibraltar Capital Management ($1.35B) and Allegiant Wealth Advisors ($1.17B).

29
Financial advisor firms: $14.4B
Their combined AUM: $380M
Median firm AUM: 5,125
Clients of the top 10

The 10 largest by assets

1
Tulsa Wealth Advisors
RIA
$1.54B
Up to 1.75% a year
2
Gibraltar Capital Management
RIA
$1.35B
0.50% to 1.10% a year
3
Allegiant Wealth Advisors
RIA
$1.17B
0.50% to 1.25% a year
4
The Advisory Resource Group
RIA
$927M
Up to 1.75% a year
5
Warburton Capital Management
RIA
$787M
0.30% to 1.25% a year
6
Cadent Capital Advisors
RIA
$786M
Up to 2.00% a year
7
Bridgecreek Financial Group
RIA
$650M
Regulatory AUM
8
Disciplined Investments
RIA
$593M
0.30% to 1.00% a year
9
The Legacy Financial Group
RIA
$591M
0.10% to 1.00% a year
10
EverPar Advisors
RIA
$588M
Up to 1.99% a year

Profiles of the top 10

No. 1 · RIA

Tulsa Wealth Advisors

Tulsa Wealth Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.54 billion, as filed on 23 July 2026.

Tulsa Wealth Advisors charges up to 1.75% a year for its Wrap Fee Program investment management services.

Regulatory AUM: $1.54B
Clients: 1,763
Advisory staff: 16
Fee schedule: Up to 1.75% a year
Minimum account: $25,000
Custodians: Raymond James
Headquarters: 1375 E. 71st Street, Tulsa, OK 74136
Phone: 918-492-2150
Website: trinitystrategicwealth.com

No. 2 · RIA

Gibraltar Capital Management

Gibraltar Capital Management is an investment adviser based in Tulsa, OK, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $1.35 billion, as filed on 1 June 2026.

Gibraltar Capital Management charges 0.50%–1.10% a year for its Investment Management Services.

Regulatory AUM: $1.35B
Clients: 529
Advisory staff: 18
Founded: 2002
Fee schedule: 0.50% to 1.10% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 7304 S. Yale Avenue, Tulsa, OK 74136
Phone: 918-492-4209
Website: gcmwealth.com

No. 3 · RIA

Allegiant Wealth Advisors

Allegiant Wealth Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.17 billion, as filed on 16 March 2026.

Allegiant Wealth Advisors charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $1.17B
Clients: 34
Advisory staff: 2
Fee schedule: 0.50% to 1.25% a year
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 4200 East Skelly Drive, Suite 620, Tulsa, OK 74135
Phone: 918-623-4500
Website: allegiantwealth.com

No. 4 · RIA

The Advisory Resource Group

The Advisory Resource Group is an investment adviser based in Tulsa, OK, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $927 million, as filed on 16 March 2026.

The Advisory Resource Group charges up to 1.75% a year for its Investment Management.

Regulatory AUM: $927M
Clients: 709
Advisory staff: 6
Fee schedule: Up to 1.75% a year
Minimum account: $200,000
Custodians: Charles Schwab
Headquarters: 4625 E. 91st Street, Tulsa, OK 74137
Phone: 918-481-1934
Website: cpfguide.com

No. 5 · RIA

Warburton Capital Management

Warburton Capital Management is an investment adviser based in Tulsa, OK, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $787 million, as filed on 9 February 2026.

Warburton Capital Management charges 0.30%–1.25% a year for its Asset Management Services.

Regulatory AUM: $787M
Clients: 437
Advisory staff: 6
Founded: 2006
Fee schedule: 0.30% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 6120 S Yale Avenue, Suite 1010, Tulsa, OK 74136
Phone: 918-794-3000
Website: warburtoncapital.com

No. 6 · RIA

Cadent Capital Advisors

Cadent Capital Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $786 million, as filed on 13 May 2026.

Cadent Capital Advisors charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $786M
Clients: 654
Advisory staff: 11
Founded: 2012
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 4525 East 91st Street, Tulsa, OK 74137
Phone: 918-935-3450
Website: cadcapital.com

No. 7 · RIA

Bridgecreek Financial Group

Bridgecreek Financial Group is an investment adviser based in Tulsa, OK, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $650 million, as filed on 31 August 2026.

Regulatory AUM: $650M
Clients: 47
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 4521 E. 91st St, Suite 300, Tulsa, OK 74137
Phone: 918-392-1990
Website: bridgecreekfinancial.com

No. 8 · RIA

Disciplined Investments

Disciplined Investments is an investment adviser based in Tulsa, OK, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $593 million, as filed on 14 April 2026.

Disciplined Investments charges 0.30%–1.00% a year for its Wealth management services.

Regulatory AUM: $593M
Clients: 385
Advisory staff: 6
Founded: 2010
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000
Phone: 918-388-2690
Website: hogantaylorwealth.com

No. 9 · RIA

The Legacy Financial Group

The Legacy Financial Group is an investment adviser based in Tulsa, OK, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $591 million, as filed on 8 September 2026.

The Legacy Financial Group charges 0.10%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $591M
Clients: 317
Advisory staff: 5
Founded: 2000
Fee schedule: 0.10% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1425 E. 41st Place, Suite 100, Tulsa, OK 74105
Phone: 918-665-0826
Website: legacyadvisor.net

No. 10 · RIA

EverPar Advisors

EverPar Advisors is an investment adviser based in Tulsa, OK, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $588 million, as filed on 21 September 2026.

EverPar Advisors charges up to 1.99% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $588M
Clients: 250
Advisory staff: 9
Founded: 2023
Fee schedule: Up to 1.99% a year
Custodians: Fidelity
Headquarters: 2431 E. 61st Street, Suite 825, Tulsa, OK 74136
Phone: 918-221-9290
Website: everpar.com

Questions about financial advisors in Tulsa

How many financial advisor firms are headquartered in Tulsa?

29 SEC-registered financial advisor firms report their principal office in Tulsa, OK, managing $14.4B in regulatory assets between them. The other 6 advisers 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 Tulsa?

Tulsa Wealth Advisors, with $1.54B in regulatory assets under management on its latest Form ADV. The next largest are Gibraltar Capital Management ($1.35B) and Allegiant Wealth Advisors ($1.17B).

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

How large is a typical financial advisor firm in Tulsa?

The median firm manages $380M in regulatory assets. That is the midpoint of the 29 firms headquartered in Tulsa.

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

How much do financial advisors in Tulsa charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Tulsa has 29 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Tulsa

Top financial advisor firms in other Oklahoma cities