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Top RIA Firms in Tulsa, Oklahoma
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Tulsa, Oklahoma. This hub covers 37 matching firms with $43.6B in total reported AUM and median AUM of $529.4M.
Firms
37
Matching current profiles
Total AUM
$43.6B
Reported regulatory AUM
Median AUM
$529.4M
Across firms with AUM
Largest firm
$15.2B
Cavanal Hill Investment Management, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Cavanal Hill Investment Management, INC. CRD 110774 · Corporation | TULSA, OK | $15.2B Mar 2026 | +$3.7B+31.7% | +$5.1B+50.5% | +$7.0B+84.3% | +$8.6B+131.2% | +6 employees+14.6% over 3Y | +119 accounts+5.8% over 3Y |
| 2. Capital Advisors, INC. CRD 104643 · Corporation | TULSA, OK | $7.4B Mar 2026 | +$1.3B+20.8% | +$3.2B+74.5% | +$4.0B+114.7% | +$6.6B+777.1% | +10 employees+16.9% over 3Y | +5,202 accounts+198.2% over 3Y |
| 3. Argonaut Private Capital, LP CRD 283878 · Limited Partnership | TULSA, OK | $3.0B Mar 2026 | -$382.0M-11.3% | +$155.5M+5.5% | +$778.7M+34.9% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Trinity Strategic Wealth CRD 337956 · Corporation | TULSA, OK | $1.5B Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 5. Gibraltar Capital Management, INC. CRD 122328 · Corporation | TULSA, OK | $1.3B May 2026 | +$508.4M+60.5% | +$629.6M+87.5% | +$737.6M+120.6% | +$1.2B+621.5% | +9 employees+40.9% over 3Y | +1,686 accounts+474.9% over 3Y |
| 6. Prescott Group Capital Management L.l.c. CRD 115220 · Limited Liability Company | TULSA, OK | $1.3B Mar 2026 | +$436.7M+50.7% | +$743.4M+134.0% | +$914.0M+237.8% | +$915.3M+238.9% | +1 employees+20.0% over 3Y | +1 accounts+25.0% over 3Y |
| 7. Allegiant Wealth Advisors, LLC CRD 330239 · Limited Liability Company | TULSA, OK | $1.2B Mar 2026 | +$775.1M+197.2% | — | — | — | +1 employees+50.0% over 1Y | +88 accounts+550.0% over 1Y |
| 8. Jackson Hole Capital Partners, LLC CRD 285978 · Limited Liability Company | TULSA, OK | $1.1B Mar 2026 | +$228.3M+26.5% | +$559.7M+105.5% | +$764.0M+234.1% | +$966.3M+778.1% | +1 employees+20.0% over 3Y | +343 accounts+107.5% over 3Y |
| 9. Bok Financial Advisors CRD 17530 · Corporation | TULSA, OK | $1.1B Mar 2026 | +$222.4M+26.6% | +$318.7M+43.1% | +$145.2M+15.9% | +$898.0M+561.0% | +10 employees+6.5% over 3Y | +113 accounts+3.5% over 3Y |
| 10. The Advisory Resource Group, LLC CRD 290110 · Limited Liability Company | TULSA, OK | $926.6M Mar 2026 | +$211.1M+29.5% | +$320.6M+52.9% | +$352.9M+61.5% | — | +1 employees+8.3% over 3Y | +145 accounts+6.4% over 3Y |
| 11. Warburton Capital Management, LLC CRD 141969 · Limited Liability Company | TULSA, OK | $786.6M Feb 2026 | +$204.5M+35.1% | +$294.7M+59.9% | +$394.9M+100.8% | +$718.8M+1059.8% | 0 employees+0.0% over 3Y | +238 accounts+23.2% over 3Y |
| 12. Cadent Capital Advisors, LLC CRD 169704 · Limited Liability Company | TULSA, OK | $785.8M May 2026 | +$134.8M+20.7% | +$219.9M+38.9% | +$317.2M+67.7% | — | +4 employees+36.4% over 3Y | +321 accounts+25.4% over 3Y |
| 13. Hogantaylor Wealth CRD 129696 · Limited Liability Company | TULSA, OK | $592.8M Apr 2026 | +$96.0M+19.3% | +$46.0M+8.4% | +$114.2M+23.9% | +$481.0M+430.4% | +1 employees+11.1% over 3Y | +185 accounts+16.7% over 3Y |
| 14. The Legacy Financial Group, INC. CRD 135059 · Corporation | TULSA, OK | $590.7M Mar 2026 | +$77.2M+15.0% | +$272.1M+85.4% | +$376.9M+176.2% | +$426.8M+260.4% | +2 employees+28.6% over 3Y | +486 accounts+47.5% over 3Y |
| 15. Everpar Advisors LLC CRD 326468 · Limited Liability Company | TULSA, OK | $587.8M Feb 2026 | +$181.9M+44.8% | — | — | — | +1 employees+12.5% over 1Y | +206 accounts+28.2% over 1Y |
| 16. Scissortail Wealth Management, LLC CRD 297761 · Limited Liability Company | TULSA, OK | $568.2M Apr 2026 | -$19.4M-3.3% | +$159.5M+39.0% | +$299.9M+111.8% | — | +3 employees+30.0% over 3Y | +704 accounts+37.8% over 3Y |
| 17. Melia Wealth LLC CRD 145402 · Limited Liability Company | TULSA, OK | $560.1M Mar 2026 | +$50.6M+9.9% | +$150.7M+36.8% | +$271.1M+93.8% | +$459.1M+454.6% | +3 employees+75.0% over 3Y | +1,123 accounts+82.9% over 3Y |
| 18. Relation Wealth Management, INC. CRD 329961 · Corporation | TULSA, OK | $541.2M May 2026 | +$123.3M+29.5% | — | — | — | +4 employees+40.0% over 1Y | +74 accounts+26.8% over 1Y |
| 19. Council Oak Wealth Advisors CRD 297180 · Limited Liability Company | TULSA, OK | $529.4M Mar 2026 | +$94.2M+21.6% | +$192.2M+57.0% | +$264.0M+99.5% | — | -1 employees-14.3% over 3Y | +322 accounts+40.6% over 3Y |
| 20. Pinnacle Investment Advisors CRD 108086 · Limited Liability Company | TULSA, OK | $508.3M Mar 2026 | +$96.7M+23.5% | +$133.5M+35.6% | +$82.6M+19.4% | +$4.7M+0.9% | -1 employees-12.5% over 3Y | +112 accounts+29.2% over 3Y |
| 21. Burkholder Wealth Management CRD 305300 · Limited Liability Company | TULSA, OK | $379.9M Mar 2026 | +$235.9M+163.8% | — | — | +$265.6M+232.3% | +4 employees+100.0% over 1Y | +755 accounts+457.6% over 1Y |
| 22. Olistico Wealth, LLC CRD 315028 · Limited Liability Company | TULSA, OK | $371.5M Mar 2026 | +$45.7M+14.0% | +$202.4M+119.6% | — | — | 0 employees+0.0% over 3Y | +155 accounts+62.0% over 3Y |
| 23. Wealth Oklahoma CRD 132962 · Limited Liability Company | TULSA, OK | $356.3M Apr 2026 | +$48.9M+15.9% | +$117.8M+49.4% | +$173.2M+94.6% | +$290.5M+441.6% | +3 employees+100.0% over 3Y | +18 accounts+5.3% over 3Y |
| 24. Oath Planning, LLC CRD 299187 · Limited Liability Company | TULSA, OK | $284.7M Feb 2026 | +$161.2M+130.5% | — | — | +$181.5M+175.9% | +2 employees+33.3% over 1Y | +484 accounts+78.1% over 1Y |
| 25. Corporate Consulting Group, INC. CRD 123761 · Corporation | TULSA, OK | $240.8M Mar 2026 | — | — | — | +$73.7M+44.1% | 0 employees+0.0% over 3Y | +16 accounts+1600.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.