Falists

Oklahoma · 60 advisers

Financial Advisors in Tulsa, Oklahoma

Looking for a financial advisor in Tulsa, Oklahoma? Falists indexes 60 SEC-registered and state-registered investment advisers in Tulsa — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 53 firms list a website you can visit directly. Firms in this directory manage up to $15.23B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

60

With website

53

Largest AUM

$15.23B

Financial planning

42

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth54Planning42Trusts47Retirement29Institutional29

Top advisors in Tulsa

Ranked by AUM · Fees, team & specialties at a glance

View all 60 →
View all 60 advisors in Tulsa

More cities in Oklahoma

Oklahoma City (64)Edmond (20)Bartlesville (8)Norman (5)Bethany (2)Clinton (2)Stillwater (2)Ardmore (1)Bixby (1)Broken Arrow (1)Choctaw (1)Durant (1)

Common questions

How many financial advisors are in Tulsa, Oklahoma?
60 registered investment advisers are listed in our Tulsa directory, sourced from public SEC filings.
What types of advisors are in Tulsa?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Tulsa?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.