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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 - April 11, 2024Tulsa 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
VERIFIEDThomas "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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Tulsa, Oklahoma (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172 | $9,643,156,437 | 2223 | 49 | A Percentage of AUM |
| 2 | CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114 | $4,258,161,897 | 2625 | 59 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136 | $2,852,439,064 | 8 | 23 | A Percentage of AUM, Performance Based |
| 4 | BRIDGECREEK INVESTMENT MANAGEMENT, LLC 4521 East 91st Street, Suite 300, Tulsa, OK, 74137 | $800,000,000 | 60 | 3 | A Percentage of AUM |
| 5 | BOK FINANCIAL ADVISORS One Williams Center, Plaza Southeast Tulsa, OK, 74102 | $739,298,341 | 3217 | 155 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 6 | GIBRALTAR CAPITAL MANAGEMENT, INC. 7304 S. Yale Avenue, Tulsa, OK, 74136 | $719,383,135 | 355 | 22 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. 1924 S. Utica, Suite 1120 Tulsa, OK, 74104 | $616,326,212 | 4 | 6 | A Percentage of AUM, Performance Based |
| 8 | THE ADVISORY RESOURCE GROUP, LLC 4625 E. 91st Street, Tulsa, OK, 74137 | $605,988,706 | 2265 | 12 | A Percentage of AUM, Hourly charges |
| 9 | JACKSON HOLE CAPITAL PARTNERS, LLC 110 North Elgin Avenue, Suite 510 Tulsa, OK, 74120 | $593,634,491 | 416 | 6 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | CADENT CAPITAL ADVISORS, LLC 4525 East 91st Street, Tulsa, OK, 74137 | $565,873,519 | 1263 | 12 | 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 | $546,794,508 | 1109 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | WARBURTON CAPITAL MANAGEMENT, LLC 6120 S Yale Avenue, Suite 1010 Tulsa, OK, 74136 | $498,629,087 | 1103 | 9 | A Percentage of AUM |
| 13 | MELIA WEALTH LLC 5424 S. Memorial Drive, Building E Tulsa, OK, 74145 | $409,429,767 | 1355 | 4 | A Percentage of AUM |
| 14 | SCISSORTAIL WEALTH MANAGEMENT, LLC 1203 East 33rd Street, Suite 100 Tulsa, OK, 74105 | $408,705,194 | 1862 | 10 | A Percentage of AUM, Fixed Fees |
| 15 | PINNACLE INVESTMENT ADVISORS 233 South Detroit Avenue, Suite 100, Tulsa, OK, 74120 | $374,807,574 | 384 | 8 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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