City

Independent RIAs in Tulsa, Oklahoma

As of October 2, 2026, 58 independent wealth management RIAs with their main office in Tulsa, Oklahoma reported $15.0 billion in regulatory assets under management; the largest by assets was Trinity Strategic Wealth, with $1.5 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 58
Regulatory assets under management: $15.0 billion
Average per firm: $258.4 million
SEC-registered, of those listed: 30 of 58 (51.7%)

Firms by assets

Independent RIAs in Tulsa, Oklahoma, largest first
#	Firm	Registration	RAUM	Accounts
1	Trinity Strategic Wealth	SEC	$1.5 billion	5,431
2	Gibraltar Capital Management, Inc.	SEC	$1.3 billion	2,041
3	Allegiant Wealth Advisors, LLC	SEC	$1.2 billion	104
4	The Advisory Resource Group, LLC	SEC	$926.6 million	2,410
5	Warburton Capital Management, LLC	SEC	$786.6 million	1,265
6	Cadent Capital Advisors, LLC	SEC	$785.8 million	1,584
7	Bridgecreek Financial Group	SEC	$649.9 million	103
8	Hogantaylor Wealth	SEC	$592.8 million	1,294
9	The Legacy Financial Group, Inc.	SEC	$590.7 million	1,510
10	Everpar Advisors LLC	SEC	$587.8 million	937
11	Scissortail Wealth Management, LLC	SEC	$568.2 million	2,566
12	Melia Wealth LLC	SEC	$560.1 million	2,478
13	Council Oak Wealth Advisors	SEC	$529.4 million	1,115
14	Pinnacle Investment Advisors	SEC	$508.3 million	496
15	Burkholder Wealth Management	SEC	$379.9 million	920
16	Olistico Wealth, LLC	SEC	$371.5 million	405
17	Oath Planning, LLC	SEC	$284.7 million	1,104
18	Sustainable Advisors Alliance LLC	SEC	$234.8 million	1,080
19	Drawbridge Capital	SEC	$224.6 million	979
20	Robert Stephen Capital Management LLC	SEC	$219.1 million	188
21	J M Brown Financial Partners	SEC	$202.1 million	971
22	Summit Wealth Group, LLC	SEC	$182.5 million	824
23	Meliora Capital	SEC	$174.8 million	246
24	Sageoak Financial, LLC	SEC	$174.8 million	690
25	Fredric E. Russell Investment Management Co.	SEC	$137.5 million	135
26	Longbow Asset Management	SEC	$134.4 million	437
27	10ELMS LLP	SEC	$120.6 million	182
28	Tao Private Wealth, LLC	SEC	$104.2 million	324
29	Chartmark Investments, Inc.	State	$87.6 million	137
30	Cathedral Square Capital	State	$86.8 million	108
31	Everwealth	State	$81.7 million	247
32	DBA Upal or United Professionals Assoc. Ltd.	State	$79.5 million	132
33	Regent Wealth Management, Inc.	State	$75.7 million	164
34	Integra Private Wealth Management, LLC	State	$65.6 million	46
35	Step by Step Financial, LLC	State	$62.9 million	234
36	C.E.C. Wealth Management	State	$60.9 million	272
37	Coachwise Financial Solutions, Inc.	State	$55.2 million	395
38	Ameritrust Investment Advisors Inc	State	$52.4 million	178
39	Maxwell and Morse Capital Management, Inc.	State	$45.4 million	191
40	Odingard Capital Management	State	$34.2 million	45
41	Cone Wealth Management	State	$29.7 million	256
42	Sandman Wealth Management	State	$18.7 million	101
43	Gibbens Capital Management	State	$15.6 million	12
44	FG Wealth Management	State	$14.4 million	46
45	Collective Wealth, LLC	State	$11.6 million	48
46	Greater Works Wealth	State	$9.6 million	80
47	Tines Capital, LLC	State	$5.0 million	100
48	Oak Creek Private Wealth Management LLC	SEC	$4.3 million	11
49	Empower Financial Advisors, LLC	State	$2.6 million	5
50	Wingate Capital Advisors LLC	State	$2.4 million	35
51	Northpoint Wealth Financial Services, LLC	State	$2.0 million	19
52	Realm Financial Planning	State	$193,700	6
53	Compass Coaching and Consulting, LLC	State	$0	0
54	Ellevate Advisors	State	$0	0
55	Hudson & Associates Wealth Management LLC	SEC	$0	0
56	KQ Wealth Management LLC	State	$0	0
57	Mendenhall Capital Management	State	$0	0
58	Safranek and Associates, LLC	State	$0	0

Independent RIAs 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.