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.

Read more about our selection process

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.

Tulsa, OK 74135


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


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.

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.

Tulsa, OK 74135


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