Top Financial Advisors in Tulsa, OK

Find an Advisor

Capital Advisors leads off our list of the top financial advisors in Tulsa. Founded in 1978, Capital Advisors is a fee-based advisory firm with more than $7.4 billion in assets under management. The firm receives asset-based advisory fees and may receive other compensation, including fees related to the Capital Advisors Growth Fund and certain mutual fund distribution fees. While this can create potential conflicts of interest, the firm and its advisors are required to act in clients' best interests as fiduciaries.

The firm works with individuals and high-net-worth individuals. It also does business with pension and profit-sharing plans, charitable organizations, investment companies, corporations and other business entities.

To become a client, you'll generally need at least $500,000 in your account, although this minimum is negotiable. The minimum may also be waived for clients referred through certain wrap fee programs. The firm provides investment advisory services, portfolio management, financial planning, tax consulting, sub-adviser recommendations and participation in wrap fee programs. Areas of support include retirement planning, estate planning, college funding, tax planning, insurance, asset allocation, 401(k) plans and investment selection.

The Capital Advisors team includes professionals who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified private wealth advisor (CPWA), certified exit planning advisor (CEPA), chartered alternative investment analyst (CAIA) and certified investment management analyst (CIMA) designations, among others. Certain employees are also CPAs or attorneys, though they do not provide traditional accounting or legal services outside their roles at the firm.

The firm's investment approach uses a mix of fundamental analysis and quantitative disciplines. Portfolios may include individual stocks and bonds, mutual funds, exchange-traded funds (ETFs), international investments, private equity limited partnerships, non-publicly traded stocks and hedge funds for eligible investors. Core strategies include managed equity growth, fixed income, equity dividend, tactical global growth and tactical dynamic allocation.

Find an Advisor

Trinity Strategic Wealth is a fee-based financial advisory firm headquartered in Tulsa, with an additional office in Enid. Some of the firm's professionals may receive commissions from selling insurance or securities products, which creates potential conflicts of interest. However, the firm is required to act in clients’ best interests as a fiduciary. This is different from a fee-only practice whose advisors do not sell products or services for additional compensation.

The firm works with individuals and high-net-worth individuals, as well as family offices, trusts, estates, private foundations, qualified retirement plans, business owners and executives. Trinity Strategic Wealth generally requires a $25,000 minimum initial portfolio size for its wrap fee program, which bundles management and trading expenses into one fee. The firm provides discretionary and non-discretionary investment management through its wrap fee program, as well as comprehensive financial planning.

Planning services may cover retirement planning, education planning, estate and trust planning, cash flow planning, tax planning and insurance needs analysis. Trinity Strategic Wealth may also recommend unaffiliated third-party money managers, offer insurance products through licensed advisory persons and provide access to securities or alternative investments through certain representatives of Cabot Lodge Securities LLC.

The team at Trinity Strategic Wealth features advisors who hold the CFP®, CFA, CEPA and CPA designations, among others. 

Trinity Strategic Wealth uses a six-factor market forecasting framework that considers monetary, economic, valuation, sentiment, supply-and-demand and technical factors. The firm builds portfolios by looking at broad global trends and using investment models that weigh risk and return. Client portfolios may include mutual funds, ETFs, stocks, options, bonds, REITs, municipal bonds, government bonds, variable annuities, private funds, closed-end funds and structured notes.

Find an Advisor

Melia Wealth, founded in 2007, is a registered investment advisor that provides investment management and financial planning services. The firm works with individuals, high-net-worth individuals and families, trusts, retirement plans, corporations and charitable foundations. As a fee-based advisory firm, certain investment advisor representatives may receive insurance commissions in their individual capacities, which creates potential conflicts of interest. However, the firm is required to act in clients' best interests as a fiduciary.

Melia Wealth typically requires a minimum account size of $100,000 for advisory accounts. The firm offers discretionary investment management, legacy management, financial planning, consulting services, estate planning facilitation through a third-party provider and retirement plan fiduciary and non-fiduciary services. Financial planning may address investment planning, retirement planning, insurance planning, tax planning, education planning, portfolio review, Social Security analysis, Medicare planning and IRA management.

Melia Wealth generally builds portfolios around a long-term, strategic asset allocation, meaning it sets a target mix of investments based on each client’s goals, risk tolerance and time horizon. The firm may also make shorter-term adjustments when market conditions change, use value investing to look for investments it believes are undervalued and hold cash or cash-like investments when appropriate. Melia Wealth may also provide socially responsible, ESG or impact investing options for clients who want their portfolios to reflect specific preferences.

Client portfolios are managed on a discretionary basis and may be tailored to individual goals, risk tolerance and financial circumstances. The firm manages all reported regulatory assets on a discretionary basis.

Find an Advisor

Drawbridge Capital, whose roots trace back to 2002, offers investment management, financial planning, consulting and retirement plan consulting. The firm does business as Drawbridge Capital and Drawbridge Asset Management, and it is affiliated with LPL Financial for brokerage and custodial services.

As a fee-based firm, some of its professionals may receive commissions from securities or insurance transactions. Despite the potential conflicts of interest that can arise from this form of compensation, the firm and its advisors are bound by their fiduciary duty to act in clients’ best interests.

The firm works with individuals and high-net-worth individuals, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trust programs and other U.S. institutions. It may also work with other client types as opportunities arise.

Minimum account requirements vary by program. Some programs generally have no minimum, while others range from $1,000 to $250,000. The firm’s equity strategies generally require $50,000, while clients with accounts below $10,000 may be asked to terminate.

Drawbridge Capital provides asset management, personal financial planning, hourly consulting and retirement plan consulting. Financial planning may address retirement, education, estate planning, insurance, tax planning, Social Security, divorce planning, cash flow, debt reduction and wealth accumulation.

The Drawbridge Capital team includes professionals who have earned the CFP® and certified kingdom advisor (CKA) designations. 

The firm uses fundamental, technical and macroeconomic analysis, as well as asset allocation, long-term purchases and short-term purchases. Its asset management services are offered through LPL-sponsored platforms, third-party asset management programs and firm-managed equity strategies. Drawbridge Capital also manages concentrated U.S. equity strategies focused on growth, value and blend approaches. These portfolios generally hold fewer than 35 securities and may use proprietary screening, relative strength factors and options strategies such as covered calls or long puts.

Find an Advisor

Gibraltar Capital Management is a fee-only registered investment advisory firm founded in 2002. The firm serves individuals, high-net-worth families, pension and profit-sharing plans, foundations, charities, private funds and other institutional clients. The firm generally expects client households to maintain at least $500,000 in assets, which is the highest account minimum on this list. 

The firm provides discretionary portfolio management as its core service, but it also offers financial and estate planning, business consulting, bookkeeping, tax assistance, insurance evaluation, philanthropy guidance, banking and credit advice, as well as financial education for family members. The Gibraltar team includes several CFA charterholders and CFP® practitioners. 

The firm’s investment approach emphasizes active management with low turnover, long-term horizons and a value-oriented style. Portfolios are tailored to each client and generally invest in equities, with strategies driven by fundamental research, tax efficiency and multi-generational planning. In addition to public securities, the firm has managed funds that pursued opportunities in real estate, small business financing and hard assets. 

Overall, Gibraltar’s philosophy centers on identifying undervalued investments, maintaining tax awareness and avoiding short-term market timing.

Find an Advisor

Cadent Capital Advisors is a fee-based advisory firm that operates an office in Oklahoma City, in addition to its headquarters in Tulsa. The firm works with individuals, high-net-worth individuals, charitable organizations, small businesses, trusts, estates, foundations, retirement plans and broker-dealers.

Cadent Capital Advisors does not require a set account minimum. The firm provides portfolio management, investment management, financial planning, divorce financial planning, retirement plan consulting, tax planning, estate planning, selection of other advisors, subadvisor services and advisory services to brokerage customers. Planning services may address investment planning, life insurance, retirement planning, college planning, debt and credit planning, cash flow analysis, tax considerations and estate plan coordination.

Members of the Cadent Capital team hold a range of professional credentials, including the CFP®, CFA, CPA, chartered retirement planning counselor (CRPC), chartered financial consultant (ChFC) and accredited investment fiduciary (AIF) designations.

Advisors may receive commissions through certain licensed insurance representatives, which creates potential conflicts of interest. Keep in mind that the firm and its advisors have a fiduciary duty to act in clients' best interests.

Cadent Capital Advisors uses several methods of analysis, including charting, fundamental analysis, technical analysis, quantitative analysis and modern portfolio theory. The firm may use long-term trading, short-term trading, short sales, margin transactions and options strategies.

Client portfolios may include mutual funds, equities, fixed-income securities, exchange-traded funds (ETFs), real estate funds, commodities, hedge funds, private equity, private placements, insurance products, annuities and digital assets. Portfolios are generally managed based on each client’s financial situation and investment objectives.

Find an Advisor

Warburton Capital Management, founded in 2006, has been a registered investment advisor since 2012. Warburton Capital is a fee-only firm that primarily serves individuals and high-net-worth individuals. The firm also has institutional clients, like charitable organizations, corporations and other businesses. 

The firm does not impose a strict account minimum but charges asset-based fees beginning at 1.25% for the first $1 million and declining at higher asset levels.

The firm provides investment management, financial planning and pension plan consulting. Investment management involves discretionary oversight and continuous monitoring of portfolios. Financial planning may address asset and insurance analysis, tax considerations, estate documents and charitable planning. 

The Warburton team includes several CFP® professionals. 

Its investment philosophy is grounded in academic research, modern portfolio theory and the efficient market hypothesis. The latter asserts that financial markets incorporate available information so consistently that it is difficult to outperform them through stock picking or market timing. As a result, the firm emphasizes long-term, passive investing through buy, hold and rebalance strategies rather than market timing or speculation.

Client portfolios are primarily built using mutual funds and ETFs, most often from Dimensional Fund Advisors and Vanguard, as well as U.S. Treasuries. The approach seeks diversification across domestic and international markets, with allocations tailored to each client's goals, risk tolerance and overall financial situation.

Find an Advisor

Pinnacle Investment Advisors, founded in 1996, is a fee-only advisory firm that manages investment portfolios and provides financial planning and consulting services. The firm works with individuals and high-net-worth individuals, as well as pension and profit-sharing plans, pooled investment vehicles, corporations and other institutions.

Managed accounts generally require a $250,000 minimum, although exceptions may be made. Clients can also engage the firm for financial planning in areas such as tax planning, retirement, estate planning, education funding, insurance needs and cash flow management.

The Pinnacle team includes CFA charterholders and CFP® practitioners. 

Pinnacle offers seven core investment strategies spanning bonds, equities and alternatives. These include short-term and intermediate bond portfolios, a tax-exempt municipal bond portfolio, a convertible securities/high-yield strategy, a large-cap "Blue Chip" strategy, a small-cap value strategy and a midstream energy strategy focused on master limited partnerships. Strategies may be blended to meet client goals for income, growth and diversification.

Pinnacle's investment philosophy emphasizes minimizing risk while pursuing competitive returns. Portfolios are built from individual securities rather than funds to reduce costs and allow more precise management. Their approach relies on quantitative analysis of risk and reward rather than intuition. 

Find an Advisor

Scissortail Wealth Management is a fee-based practice that's been in business since 2018. The firm primarily works with individuals and high-net-worth individuals, but also offers services to institutional clients. 

Scissortail does not require a set account minimum, though it may charge minimum annual fees or terminate accounts it considers too small to manage effectively. The firm provides discretionary and non-discretionary portfolio management, along with financial planning and consulting services that address retirement, cash flow, insurance and other financial needs. It also sponsors a wrap fee program that bundles investment management, transaction costs and custody services into a single fee.

The Scissortail team includes advisors who hold the CFP®, CIMA and chartered life underwriter (CLU) designations. However, advisors may earn sales commissions when advisory clients purchase securities or insurance through them. While this constitutes a conflict of interest, the firm has a fiduciary duty to always act in its clients' best interests. 

Scissortail’s investment strategies include charting, technical, fundamental and cyclical analysis, as well as modern portfolio theory. Portfolios are typically built using equities, bonds, mutual funds, ETFs, options, real estate investment trusts (REITs), private funds and other securities, and can involve long- and short-term positions. Margin transactions and option writing may also be used. Portfolios are tailored to client goals, risk tolerance and time horizon, with ongoing monitoring and rebalancing.

Find an Advisor

Sustainable Advisors Alliance, a fee-only firm founded in 2021, wraps up our list of the top financial advisors in Tulsa. The firm provides investment advisory and financial planning services to individuals, high-net-worth individuals and families. It also serves pension and profit-sharing plans, retirement plans, corporations, nonprofits, charities and mission-based organizations.

Sustainable Advisors Alliance does not typically require a minimum dollar amount to open or maintain an advisory account. Minimums may vary based on client circumstances and advisor discretion. The firm offers discretionary and non-discretionary portfolio management, financial planning, held-away account advising, annuity management, employee benefit plan consulting and access to third-party sub-advisors. Financial planning may address cash flow, insurance, retirement, college planning, estate planning and broader net worth analysis.

The Sustainable Advisors Alliance team includes several CFP® professionals, among other credentialed advisors. 

The firm's investment approach emphasizes socially responsible investing, ESG and impact investing. Its methods may include active management, passive management, direct indexing, fundamental analysis, technical analysis, cyclical analysis, charting analysis and modern portfolio theory. The firm may also use third-party sub-advisors after reviewing factors such as experience, investment philosophy, performance and compliance.