City
Wealth management firms in Bartlesville, Oklahoma
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Bartlesville, Oklahoma reported $611.4 million in regulatory assets under management; the largest by assets was Sutterfield Financial Group, Inc., with $274.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $611.4 million
- Average per firm
- $122.3 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sutterfield Financial Group, Inc. | SEC | $274.4 million | 2,392 |
| 2 | Archambo Financial Advisors, Inc. | SEC | $163.1 million | 299 |
| 3 | Revo Financial, LLC | SEC | $135.4 million | 299 |
| 4 | Perspective Advisors, LLC | State | $34.0 million | 353 |
| 5 | Servant Wealth Management, LLC | State | $4.4 million | 6 |
Wealth management firms in Oklahoma, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.