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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 - May 5, 2025Tulsa 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
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 | One Williams Center, 15th Floor Tulsa, OK, 74172-0172 | $11,569,058,289 | 2265 | 50 | A percentage of AUM |
| 2 | 2222 South Utica Place, Suite 300 Tulsa, OK, 74114 | $5,501,719,930 | 6518 | 59 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 7030 S Yale Ave, #810 Tulsa, OK, 74136 | $3,464,024,447 | 8 | 20 | A percentage of AUM, Performance Based |
| 4 | 110 North Elgin Avenue, Suite 510 Tulsa, OK, 74120 | $862,109,541 | 498 | 5 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 1924 S. Utica, Suite 1120 Tulsa, OK, 74104 | $825,985,024 | 5 | 6 | A percentage of AUM, Performance Based |
| 6 | 7304 S. Yale Avenue, Tulsa, OK, 74136 | $750,855,822 | 376 | 22 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | One Williams Center, Plaza Southeast Tulsa, OK, 74102 | $737,556,409 | 3101 | 165 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 8 | 4625 E. 91st Street, Tulsa, OK, 74137 | $715,501,519 | 2310 | 14 | A percentage of AUM |
| 9 | 6120 S Yale Avenue, Suite 1010 Tulsa, OK, 74136 | $701,084,221 | 1226 | 7 | A percentage of AUM, Other (FIXED MONTHLY FEES) |
| 10 | 4525 East 91st Street, Tulsa, OK, 74137 | $651,008,144 | 1315 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES) |
| 11 | 1425 E. 41st Place, Suite 100 Tulsa, OK, 74105 | $513,560,986 | 1608 | 9 | A percentage of AUM, Fixed fees |
| 12 | 2431 E. 61st Street, Suite 825 Tulsa, OK, 74136 | $488,511,578 | 816 | 8 | A percentage of AUM, Fixed fees |
| 13 | 1203 East 33rd Street, Suite 100 Tulsa, OK, 74105 | $488,486,732 | 2100 | 10 | A percentage of AUM, Fixed fees |
| 14 | 5424 S. Memorial Drive, Building E Tulsa, OK, 74145 | $455,681,209 | 2225 | 4 | A percentage of AUM |
| 15 | 2222 S. Utica Place Suite 200, Tulsa, OK, 74114-7000 | $434,377,670 | 969 | 10 | 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
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
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
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
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.)
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
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.)
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
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
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
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
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
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
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
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
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