Bok Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 165 employees, 114 offices, and 3,330 accounts.
Assets Under Management
$1.1B
Employees
165
Offices
114 offices
Total Clients
3,334
Primary office
TULSA, OK
ONE WILLIAMS CENTER, PLAZA SOUTHEAST, TULSA, OK, United States
Top client segmentIndividuals represent 87.4% of total clients.
Top client categories% of clientsClients
1
Individuals
87.4%
2,914
2
HNWI
10.5%
349
3
FIRM ACCOUNTS
1.1%
37
4
Corporations
0.9%
29
5
Charitable
0.1%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary49.1%
$520M
49% of total RAUM49.1%
Non-discretionary50.9%
$538M
51% of total RAUM50.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts3,330
10Y AUM Change+$463M (+77.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees165
Clients per Employee20:1
10Y Employee Change-82 (-33.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.