Best Financial Advisors in Tulsa

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tulsa Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 112 76 24

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

ACT Financial Services, Inc.

ACT Financial Services is a Tulsa-based financial strategy planning company founded in 1994 by Randy Cowell. With an A+ rating from the Better Business Bureau, ACT Financial Services provides clients with step-by-step strategies to achieve financial goals. Services include investment management, retirement and estate planning, insurance options, money management, and long-term tax relief plans.

Bridgecreek Investment Management, LLC

Founded in 2004 by managing partners Brian Carney and Chuck Fuller, Bridgecreek Investment Management offers boutique management services to corporations, family foundations, and high net worth families. The Tulsa-based advisors create custom-tailored investment portfolios based on a client's individual preferences, priorities, and goals and require a minimum investment of $1.5 million per household.

Tulsa, OK 74137


Cadent Capital Advisors, LLC

With locations in Tulsa and Oklahoma City, Cadent Capital Advisors aims to provide clients with comprehensive, independent options. Founded in 2012, the company currently offers broad financial planning and wealth management services, including investment strategies, cash flow management, long-term financial planning, estate planning, and tax planning.

Tulsa, OK 74137


Compass Pointe Financial LLC

Compass Pointe Financial is a family-owned financial advisory firm with offices in Tulsa, Bartlesville, Ponca, and Houston. They believe in helping their clients achieve financial security and success personalized to each client’s values and goals. The financial advisors create step-by-step strategies for college savings, investment portfolios, retirement plans, and estate management.

Tulsa, OK 74137


Financial Planning Resources

Financial Planning Resources is a wealth management firm based in Tulsa. Together, the chairman James Nichols and president Philip Bell have more than 70 years of experience in the financial services industry. They and the other team members at Financial Planning Resources create customized financial strategies focused on long-term financial planning, wealth preservation, and estate planning. The firm also provides long-term investment management and portfolio advice.

First Mate Financial Advisors LLC

First Mate Financial Advisors is a financial advisory firm run by chief executive officer and founder Jeri Barrientos. With years of experience in family business and six years working directly as a financial advisor, Ms. Barrientos aims to help clients in the Tulsa area with providing retirement planning, investment management, and estate planning services.

Tulsa, OK 74119


First State Investment Advisors | Tulsa Financial Advisors

First State Investment Advisors provides investment and asset management services to individuals in the Tulsa area. With over 123 combined years of experience, the team has developed a Gold Chip investment philosophy that tailors a client’s portfolio to their individual preferences. Their services also include retirement planning, non-profit asset management, and trust and estate management.

Tulsa, OK 74137


Gibraltar Capital Management

Gibraltar Capital Management focuses on developing personalized financial services to high net worth clients. Based in Tulsa, Gibraltar Capital Management is experienced working with business owners, philanthropists, charities, and families to develop a financial plan or problem solve a financial issue. Services include investment management, tax planning, business consulting, and asset, banking, and credit management.

Integrity Financial Services LLC.

Integrity Financial Services provides financial planning for life milestones and transitional periods. Originally founded as a retirement planning firm in 2008, the company quickly branched into other financial planning areas as well. The Tulsa-based firm currently focuses on strategies for retirement income, wealth accumulation planning, annuities management, life insurance advice, and overall asset protection.

Investment Designers of Tulsa, Inc

Investment Designers of Tulsa is a financial advisory firm focused on helping clients prepare for retirement or transition into a self-employed career. Founded in 1987, Gordon T. Robinson aims to help people and small businesses with their investment strategies and retirement planning. Investment Designers of Tulsa also offers asset accumulation and preservation strategies, and helps individuals with their insurance options.

Tulsa, OK 74135


J M Brown Financial Partners

J M Brown Financial Partners is a Tulsa-based financial planning firm founded in 1984. They believe that everyone’s financial future can be thought of in four stages: foundation, accumulation, retirement, and legacy. Their team of advisors helps clients at each stage, whether it means developing the right investment strategy, protecting assets or planning taxes, preparing for retirement, or setting up one’s estate.

Tulsa, OK 74136


Melia Wealth Advisory Group LLC

Melia Wealth Advisory Group is an investment management company based in Tulsa. Their team of financial advisors create investment plans to bring peace of mind and financial security to their clients’ retirement plans. In addition to providing investment and asset management advice, Melia Wealth Advisory Group provides prospective clients with a free expert consultation regarding their financial health.

Tulsa, OK 74145


Orvis & Wadkins Financial Advisors LLC

Orvis & Wadkins Financial Advisors is a financial services firm serving business and individuals in the Tulsa community since 2014. The advisors help individuals with estate analysis, investment advice, retirement planning, among other services. For business owners, Orvis & Wadkins Financial Advisors can help with employee retirement plans, group benefits, business succession planning, and other business considerations.

Tulsa, OK 74133


Pinnacle Investment Advisors

Established in 1996, Pinnacle Investment Advisors utilizes over 20 years of industry experience to create customized strategies for each client. As fiduciaries, Pinnacle Investment Advisors pride themselves on making sure the client’s best interests are always first when developing an investment strategy. The fee-only investment firm tailors each client’s portfolio based on the client’s goals and Pinnacle Investment Advisors’ research and analysis.

Tulsa, OK 74120


Raymond James

Raymond James Tulsa Wealth Advisors specializes in asset management and financial planning strategies. They are particularly experienced in addressing the needs of retirees, executives, business owners, and widows and widowers. Their analysis services can help clients assess how to build for their retirement, preserve their estate for future generations, map out a business succession or valuation plan, and evaluate long-term care needs.

Tulsa, OK 74136


SageOak Financial, LLC

SageOak Financial is a fee-based financial advisor based in Tulsa. Founded in 2013 by certified financial planner Tyler Gray, SageOak Financial aims to help clients identify and attain their financial goals by providing investment management, insurance evaluation, estate planning, and retirement planning services. They also advise clients on debt management and identity theft protection as well as business planning.

Tulsa, OK 74136


The Legacy Financial Group

Legacy Financial Group is an independent investment advisory group that advises individuals, businesses, foundations, trusts, and 401k plans in Tulsa. Their team of advisors believes in building long-lasting relationships with their clients to create customized portfolios. Legacy Financial Group is experienced in helping clients with investment management, as well as retirement, tax, estate, and education planning.

Union Financial Advisors Inc

Union Financial Advisors is a financial advisory firm with offices in Tulsa, Norman, and Perry. They believe in a holistic approach to wealth management and work with clients to develop long-term strategies. With over 50 years of combined experience, Union Financial Advisors’ services include investment, retirement, business, and education planning, as well as debt management.

Tulsa, OK 74133


Warburton Capital Management, LLC

Warburton Capital Management is a fee-only, independent wealth management company based in Tulsa. Their typical clients include working or retired business owners and professionals with investable assets of at least one million dollars. To help their clients maintain and grow their wealth, Warburton Capital Management provides investment consulting, networking and relationship management, and advanced planning services.

Tulsa, OK 74103


Wealth Advisors LLC

Wealth Advisors, LLC is an investment advisory firm based in Tulsa that focuses on helping clients build and preserve their wealth. With over 25 years of experience in multi-generational wealth management, Wealth Advisors works with clients to develop the right portfolio based on their needs and goals. They offer portfolio construction and investment management services to individuals, couples, joint tenants, trusts, estates, and businesses.

Tulsa, OK 74105


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