Laurels
Best Financial Advisors in Tulsa
2020

24 Best Tulsa Financial Advisors

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We scored 112 Financial Advisors in Tulsa, OK and Picked the Top 24

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.

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.

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.

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.

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 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.

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.

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.

Grothjan Financial Services is a wealth management firm run by independent financial advisor Stephen Grothjan and partnered with Money Concepts International. Mr. Grothjan believes in a holistic approach to wealth management, and provides personalized portfolio management and advisory services after analyzing a client’s current financial situation and goals.

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 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.

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.

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.

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.

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.

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.

In business since 2002, Regent Financial Services now specializes in providing brokerage services to their clients. A subsidiary branch, Drawbridge Capital, can also provide clients with advisory services. Regent Financial Services provides investment advice and management services to working professionals, families, retirees, business owners, as well as emerging investors. They aim to build and manage each client’s portfolio with proactive, personalized service.

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.

Located in Tulsa, Seasons Financial Group specializes in retirement planning. They believe in designing a personalized retirement plan to help make each client’s retirement the best period of their life. Clients receive customized investment and asset management strategies based on their long-term financial goals including advice on insurance coverages and investments, managing debts, and managing retirement spending.

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 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.

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.

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.

Woodland Wealth Management is run by chartered life underwriter, financial consultant, and financial planner Chuck Bigbie. He believes in understanding a client’s individual needs to jointly decide the best decision to meet their financial goals. In addition to strategizing with clients on wealth management and asset allocation, Woodland Wealth Management also helps with business succession planning and charitable giving strategies.

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