Research Report · 2026-06-30
Largest Registered Investment Advisers in Tulsa
Tulsa SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
37
Total AUM
$43.63B
Median AUM
$529.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | TULSA | 110774 | $15.23B | 47 | 2026-03-31 | → |
| 2 | CAPITAL ADVISORS, INC. | TULSA | 104643 | $7.43B | 69 | 2026-03-31 | → |
| 3 | ARGONAUT PRIVATE CAPITAL, LP | TULSA | 283878 | $3.01B | 23 | 2026-03-31 | → |
| 4 | TULSA WEALTH ADVISORS, INC. | TULSA | 337956 | $1.54B | 27 | 2026-03-31 | → |
| 5 | GIBRALTAR CAPITAL MANAGEMENT, INC. | TULSA | 122328 | $1.35B | 31 | 2026-06-30 | → |
| 6 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | TULSA | 115220 | $1.30B | 6 | 2026-03-31 | → |
| 7 | ALLEGIANT WEALTH ADVISORS, LLC | TULSA | 330239 | $1.17B | 3 | 2026-03-31 | → |
| 8 | JACKSON HOLE CAPITAL PARTNERS, LLC | TULSA | 285978 | $1.09B | 6 | 2026-03-31 | → |
| 9 | BOK FINANCIAL SECURITIES, INC. | TULSA | 17530 | $1.06B | 165 | 2026-03-31 | → |
| 10 | THE ADVISORY RESOURCE GROUP, LLC | TULSA | 290110 | $926.6M | 13 | 2026-03-31 | → |
| 11 | WARBURTON CAPITAL MANAGEMENT, LLC | TULSA | 141969 | $786.6M | 7 | 2026-02-28 | → |
| 12 | CADENT CAPITAL ADVISORS, LLC | TULSA | 169704 | $785.8M | 15 | 2026-05-31 | → |
| 13 | DISCIPLINED INVESTMENTS, LLC | TULSA | 129696 | $592.8M | 10 | 2026-04-30 | → |
| 14 | THE LEGACY FINANCIAL GROUP, INC. | TULSA | 135059 | $590.7M | 9 | 2026-03-31 | → |
| 15 | EVERPAR ADVISORS LLC | TULSA | 326468 | $587.8M | 9 | 2026-02-28 | → |
| 16 | SCISSORTAIL WEALTH MANAGEMENT, LLC | TULSA | 297761 | $568.2M | 13 | 2026-04-30 | → |
| 17 | MELIA GROUP LLC | TULSA | 145402 | $560.1M | 7 | 2026-06-30 | → |
| 18 | RELATION WEALTH MANAGEMENT, INC. | TULSA | 329961 | $541.2M | 14 | 2026-05-31 | → |
| 19 | COWA, LLC | TULSA | 297180 | $529.4M | 6 | 2026-03-31 | → |
| 20 | PINNACLE HOLDINGS, LLC | TULSA | 108086 | $508.3M | 7 | 2026-03-31 | → |
| 21 | BURK HOLDINGS LLC | TULSA | 305300 | $379.9M | 8 | 2026-03-31 | → |
| 22 | OLISTICO WEALTH, LLC | TULSA | 315028 | $371.5M | 4 | 2026-03-31 | → |
| 23 | THE STOLPER COMPANY L.L.C. | TULSA | 132962 | $356.3M | 6 | 2026-04-30 | → |
| 24 | OATH PLANNING, LLC | TULSA | 299187 | $284.7M | 8 | 2026-02-28 | → |
| 25 | CORPORATE CONSULTING GROUP, INC. | TULSA | 123761 | $240.8M | 2 | 2026-03-31 | → |
| 26 | SUSTAINABLE ADVISORS ALLIANCE LLC | TULSA | 312061 | $234.8M | 8 | 2026-04-30 | → |
| 27 | DRAWBRIDGE CAPITAL, LLC | TULSA | 128636 | $224.6M | 10 | 2026-06-30 | → |
| 28 | STREETER MOORE & STIPE LLC | TULSA | 118588 | $219.1M | 5 | 2026-03-31 | → |
| 29 | J M BROWN & ASSOCIATES, INC. | TULSA | 118427 | $202.1M | 7 | 2026-05-31 | → |
| 30 | SUMMIT WEALTH GROUP, LLC | TULSA | 166118 | $182.5M | 8 | 2026-03-31 | → |
| 31 | MELIORA CAPITAL, LLC | TULSA | 172367 | $174.8M | 3 | 2026-03-31 | → |
| 32 | SAGEOAK FINANCIAL, LLC | TULSA | 166927 | $174.8M | 3 | 2026-03-31 | → |
| 33 | XXEC INC | TULSA | 108886 | $137.5M | 4 | 2026-06-30 | → |
| 34 | LONGBOW ASSET MANAGEMENT | TULSA | 126193 | $134.4M | 2 | 2026-03-31 | → |
| 35 | 10ELMS LLP | TULSA | 323398 | $120.6M | 5 | 2026-03-31 | → |
| 36 | NATIVE AMERICAN FUND ADVISORS LLC | TULSA | 108149 | $38.9M | 6 | 2026-04-30 | → |
| 37 | OAK CREEK PRIVATE WEALTH MANAGEMENT LLC | TULSA | 306851 | $4.3M | 1 | 2026-03-31 | → |
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