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Find Retirement Advisors for Retirement Planning in Tulsa, 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.

Finding the Best Retirement Planners in Tulsa, Oklahoma

Last Updated - May 11, 2024

Tulsa has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 34 non-vetted advisors in your local area. These retirement advisors in Tulsa, Oklahoma have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Tulsa, Oklahoma

advisor-photo
vector.svg VERIFIED

Thomas "Casey" Loper
Cornerstone Wealth Management

Qualifications
CRD# 5199516
Firm CRD# 164666
Series 7, 63

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Tulsa, Oklahoma (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
One Williams Center, 15th Floor
Tulsa, OK, 74172-0172
$9,643,156,437222349
A Percentage of AUM
2
CAPITAL ADVISORS, INC.
2222 South Utica Place, Suite 300
Tulsa, OK, 74114
$4,258,161,897262559
A Percentage of AUM, Hourly charges, Fixed Fees
3
ARGONAUT PRIVATE CAPITAL, LP
7030 S Yale Ave, #810
Tulsa, OK, 74136
$2,852,439,064823
A Percentage of AUM, Performance Based
4
BRIDGECREEK INVESTMENT MANAGEMENT, LLC
4521 East 91st Street, Suite 300,
Tulsa, OK, 74137
$800,000,000603
A Percentage of AUM
5
BOK FINANCIAL ADVISORS
One Williams Center, Plaza Southeast
Tulsa, OK, 74102
$739,298,3413217155
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
6
GIBRALTAR CAPITAL MANAGEMENT, INC.
7304 S. Yale Avenue,
Tulsa, OK, 74136
$719,383,13535522
A Percentage of AUM, Fixed Fees, Performance Based
7
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
1924 S. Utica, Suite 1120
Tulsa, OK, 74104
$616,326,21246
A Percentage of AUM, Performance Based
8
THE ADVISORY RESOURCE GROUP, LLC
4625 E. 91st Street,
Tulsa, OK, 74137
$605,988,706226512
A Percentage of AUM, Hourly charges
9
JACKSON HOLE CAPITAL PARTNERS, LLC
110 North Elgin Avenue, Suite 510
Tulsa, OK, 74120
$593,634,4914166
A Percentage of AUM, Fixed Fees, Performance Based
10
CADENT CAPITAL ADVISORS, LLC
4525 East 91st Street,
Tulsa, OK, 74137
$565,873,519126312
A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISERS FEES)
11
HOGANTAYLOR WEALTH
2222 S. Utica Place Suite 200,
Tulsa, OK, 74114-7000
$546,794,50811099
A Percentage of AUM, Hourly charges, Fixed Fees
12
WARBURTON CAPITAL MANAGEMENT, LLC
6120 S Yale Avenue, Suite 1010
Tulsa, OK, 74136
$498,629,08711039
A Percentage of AUM
13
MELIA WEALTH LLC
5424 S. Memorial Drive, Building E
Tulsa, OK, 74145
$409,429,76713554
A Percentage of AUM
14
SCISSORTAIL WEALTH MANAGEMENT, LLC
1203 East 33rd Street, Suite 100
Tulsa, OK, 74105
$408,705,194186210
A Percentage of AUM, Fixed Fees
15
PINNACLE INVESTMENT ADVISORS
233 South Detroit Avenue, Suite 100,
Tulsa, OK, 74120
$374,807,5743848
A Percentage of AUM, Hourly charges, Performance Based

Information on Top Retirement Planning firms in Tulsa, Oklahoma

QualificationsFirm CRD# 110774

Assets Under Management $9,643,156,437

No. Of Clients2223

Clients Per Financial Advisor45

CAVANAL HILL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2223 clients. The team consists of 49 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 104643

Assets Under Management $4,258,161,897

No. Of Clients2625

Clients Per Financial Advisor44

CAPITAL ADVISORS, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2625 clients. The team consists of 59 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 Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 283878

Assets Under Management $2,852,439,064

No. Of Clients8

Clients Per Financial Advisor0

ARGONAUT PRIVATE CAPITAL, LP is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 132519

Assets Under Management $800,000,000

No. Of Clients60

Clients Per Financial Advisor20

BRIDGECREEK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 17530

Assets Under Management $739,298,341

No. Of Clients3217

Clients Per Financial Advisor21

BOK FINANCIAL ADVISORS is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $739M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3217 clients. The team consists of 155 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 122328

Assets Under Management $719,383,135

No. Of Clients355

Clients Per Financial Advisor16

GIBRALTAR CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $719M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 clients. The team consists of 22 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 115220

Assets Under Management $616,326,212

No. Of Clients4

Clients Per Financial Advisor1

PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $616M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 290110

Assets Under Management $605,988,706

No. Of Clients2265

Clients Per Financial Advisor189

THE ADVISORY RESOURCE GROUP, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2265 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 285978

Assets Under Management $593,634,491

No. Of Clients416

Clients Per Financial Advisor69

JACKSON HOLE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $594M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 clients. The team consists of 6 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 169704

Assets Under Management $565,873,519

No. Of Clients1263

Clients Per Financial Advisor105

CADENT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $566M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1263 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (SELECTION OF OTHER ADVISERS FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 129696

Assets Under Management $546,794,508

No. Of Clients1109

Clients Per Financial Advisor123

HOGANTAYLOR WEALTH is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $547M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1109 clients. The team consists of 9 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 141969

Assets Under Management $498,629,087

No. Of Clients1103

Clients Per Financial Advisor123

WARBURTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1103 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 145402

Assets Under Management $409,429,767

No. Of Clients1355

Clients Per Financial Advisor339

MELIA WEALTH LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1355 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 297761

Assets Under Management $408,705,194

No. Of Clients1862

Clients Per Financial Advisor186

SCISSORTAIL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1862 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108086

Assets Under Management $374,807,574

No. Of Clients384

Clients Per Financial Advisor48

PINNACLE INVESTMENT ADVISORS is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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