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Find Retirement Advisors for Retirement Planning in Bartlesville, Oklahoma
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 5 Retirement Planning firms in Bartlesville, Oklahoma (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | KNIGHTSBRIDGE ADVISERS LLC 122 Sw Frank Phillips Boulevard, Bartlesville, OK, 74003 | $2,969,019,147 | 22 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | SPUR CAPITAL PARTNERS 2370 Nowata Place, Bartlesville, OK, 74006 | $1,111,107,399 | 8 | 10 | A Percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS) |
| 3 | SUTTERFIELD FINANCIAL GROUP, INC. 501 Se Fourth Street, Bartlesville, OK, 74003 | $174,816,099 | 2227 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ARCHAMBO FINANCIAL ADVISORS, INC. 310 South Osage, Bartlesville, OK, 74003 | $141,673,319 | 242 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | SERAPH CAPITAL ASSOCIATES, LLC 501 Se Fourth Street, Bartlesville, OK, 74003-3906 | $65,075,378 | 388 | 1 | A Percentage of AUM |
Information on Top Retirement Planning firms in Bartlesville, Oklahoma
QualificationsFirm CRD# 111043
Assets Under Management $2,969,019,147
No. Of Clients22
Clients Per Financial Advisor1
KNIGHTSBRIDGE ADVISERS LLC is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 115959
Assets Under Management $1,111,107,399
No. Of Clients8
Clients Per Financial Advisor1
SPUR CAPITAL PARTNERS is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 115652
Assets Under Management $174,816,099
No. Of Clients2227
Clients Per Financial Advisor131
SUTTERFIELD FINANCIAL GROUP, INC. is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2227 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 129927
Assets Under Management $141,673,319
No. Of Clients242
Clients Per Financial Advisor48
ARCHAMBO FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 242 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 165754
Assets Under Management $65,075,378
No. Of Clients388
Clients Per Financial Advisor388
SERAPH CAPITAL ASSOCIATES, LLC is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $65M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
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