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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 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 registration checks. 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 24, 2025

Tulsa has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 36 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
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Williams Center, 15th Floor
Tulsa, OK, 74172-0172
$11,569,058,289226550
A percentage of AUM
2

2222 South Utica Place, Suite 300
Tulsa, OK, 74114
$5,501,719,930651859
A percentage of AUM, Hourly charges, Fixed fees
3

7030 S Yale Ave, #810
Tulsa, OK, 74136
$3,464,024,447820
A percentage of AUM, Performance Based
4

110 North Elgin Avenue, Suite 510
Tulsa, OK, 74120
$862,109,5414985
A percentage of AUM, Fixed fees, Performance Based
5

1924 S. Utica, Suite 1120
Tulsa, OK, 74104
$825,985,02456
A percentage of AUM, Performance Based
6

7304 S. Yale Avenue,
Tulsa, OK, 74136
$750,855,82237622
A percentage of AUM, Fixed fees, Performance Based
7

One Williams Center, Plaza Southeast
Tulsa, OK, 74102
$737,556,4093101165
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
8

4625 E. 91st Street,
Tulsa, OK, 74137
$715,501,519231014
A percentage of AUM
9

6120 S Yale Avenue, Suite 1010
Tulsa, OK, 74136
$701,084,22112267
A percentage of AUM, Other (FIXED MONTHLY FEES)
10

4525 East 91st Street,
Tulsa, OK, 74137
$651,008,144131512
A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
11

1425 E. 41st Place, Suite 100
Tulsa, OK, 74105
$513,560,98616089
A percentage of AUM, Fixed fees
12

2431 E. 61st Street, Suite 825
Tulsa, OK, 74136
$488,511,5788168
A percentage of AUM, Fixed fees
13

1203 East 33rd Street, Suite 100
Tulsa, OK, 74105
$488,486,732210010
A percentage of AUM, Fixed fees
14

5424 S. Memorial Drive, Building E
Tulsa, OK, 74145
$455,681,20922254
A percentage of AUM
15

2222 S. Utica Place Suite 200,
Tulsa, OK, 74114-7000
$434,377,67096910
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Tulsa, Oklahoma

QualificationsFirm CRD# 110774

Assets Under Management $11,569,058,289

No. Of Clients2265

Clients Per Financial Advisor45

CAVANAL HILL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2265 clients. The team consists of 50 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 104643

Assets Under Management $5,501,719,930

No. Of Clients6518

Clients Per Financial Advisor110

CAPITAL ADVISORS, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6518 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 283878

Assets Under Management $3,464,024,447

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 20 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 vehicles
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QualificationsFirm CRD# 285978

Assets Under Management $862,109,541

No. Of Clients498

Clients Per Financial Advisor100

JACKSON HOLE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $862M assets under management, the firm specializes in crafting personalized retirement planning solutions for 498 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
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 115220

Assets Under Management $825,985,024

No. Of Clients5

Clients Per Financial Advisor1

PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $826M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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 vehicles
  • Other (INVESTMENT ADVISORY AND LIMITED PORTFOLIO MANAGEMENT SERVICES TO A CHARITABLE ORGANIZATION.)
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QualificationsFirm CRD# 122328

Assets Under Management $750,855,822

No. Of Clients376

Clients Per Financial Advisor17

GIBRALTAR CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $751M assets under management, the firm specializes in crafting personalized retirement planning solutions for 376 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 17530

Assets Under Management $737,556,409

No. Of Clients3101

Clients Per Financial Advisor19

BOK FINANCIAL ADVISORS is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $738M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3101 clients. The team consists of 165 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
  • Other (FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.)
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QualificationsFirm CRD# 290110

Assets Under Management $715,501,519

No. Of Clients2310

Clients Per Financial Advisor165

THE ADVISORY RESOURCE GROUP, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $716M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2310 clients. The team consists of 14 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 and/or small businesses
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QualificationsFirm CRD# 141969

Assets Under Management $701,084,221

No. Of Clients1226

Clients Per Financial Advisor175

WARBURTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1226 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (FIXED MONTHLY FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 169704

Assets Under Management $651,008,144

No. Of Clients1315

Clients Per Financial Advisor110

CADENT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $651M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1315 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
  • Fixed fees
  • Other (SELECTION OF OTHER ADVISERS FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 135059

Assets Under Management $513,560,986

No. Of Clients1608

Clients Per Financial Advisor179

THE LEGACY FINANCIAL GROUP, INC. is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1608 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 326468

Assets Under Management $488,511,578

No. Of Clients816

Clients Per Financial Advisor102

EVERPAR ADVISORS LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $489M assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 297761

Assets Under Management $488,486,732

No. Of Clients2100

Clients Per Financial Advisor210

SCISSORTAIL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $488M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2100 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 145402

Assets Under Management $455,681,209

No. Of Clients2225

Clients Per Financial Advisor556

MELIA WEALTH LLC is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $456M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2225 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 and/or small businesses
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QualificationsFirm CRD# 129696

Assets Under Management $434,377,670

No. Of Clients969

Clients Per Financial Advisor97

HOGANTAYLOR WEALTH is a financial advisory firm situated in Tulsa, Oklahoma. With a nearly $434M assets under management, the firm specializes in crafting personalized retirement planning solutions for 969 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

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