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Firm profile

Bok Financial Advisors

TULSA, OKCRD 17530Latest ADV March 31, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOScott Bradley Grauer
CCORebecca Rose Parrish
CFOCatherine Joanne Dodson

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.