Top Financial Advisors in Tulsa, OK

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Capital Advisors leads off our list of the top financial advisors in Tulsa. Founded in 1978, Capital Advisors is by far the oldest and largest advisory practice on this list, with over $6 billion in assets under management (AUM). As a fee-only firm, Capital Advisors and its employees do not receive sales-based compensation in addition to advisory fees that clients pay. As a result, the firm has fewer potential conflicts of interest. 

The firm has a large team of financial advisors that includes Chartered Financial Analysts (CFA) and Certified Financial Planners™ (CFP®), certified private wealth advisors (CPWA) and other credentialed professionals. The firm serves a mix of non-high-net-worth and high-net-worth individuals. It also does business with investment companies, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

To become a client, you'll need at least $500,000 in your account, although this minimum is negotiable. The firm provides portfolio management, financial planning and tax consulting services. Areas of support include retirement planning, estate planning, college funding, insurance considerations, tax planning, asset allocation and investment selection.

The firm’s investment philosophy blends fundamental research with quantitative methods to manage risk and uncover opportunities. Portfolios may hold individual stocks and bonds, mutual funds, exchange-traded funds (ETFs), and, for qualified clients, private investments or hedge funds.

Core strategies include actively managed equity growth portfolios of 30–40 stocks, fixed income approaches designed for liquidity, income, or balance, and dividend-focused equity strategies. In addition, the firm offers tactical allocation models that use ETFs across U.S., international, and emerging markets, as well as real estate, commodities, and bonds, with exposures adjusted in response to market trends.

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Gibraltar Capital Management is a fee-only registered investment advisory firm founded in 2002. The firm serves individuals, high-net-worth families, pension and profit-sharing plans, foundations, charities, private funds and other institutional clients. The firm generally expects client households to maintain at least $500,000 in assets, but it may negotiate this threshold at its discretion.

The firm provides discretionary portfolio management as its core service, but it also offers financial and estate planning, business consulting, bookkeeping, tax assistance, insurance evaluation, philanthropy guidance, banking and credit advice, as well as financial education for family members. 

The Gibraltar team includes several Chartered Financial Analysts (CFA) and Certified Financial Planners™ (CFP®). 

The firm’s investment approach emphasizes active management with low turnover, long-term horizons and a value-oriented style. Portfolios are tailored to each client and generally invest in equities, with strategies driven by fundamental research, tax efficiency and multi-generational planning. In addition to public securities, the firm has managed funds that pursued opportunities in real estate, small business financing and hard assets. 

Overall, Gibraltar’s philosophy centers on identifying undervalued investments, maintaining tax awareness and avoiding short-term market timing.

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Jackson Hole Capital Partners is a fee-only firm that works primarily with individuals, most of whom are high-net-worth. Institutional clients at the firm include banks, pooled investment vehicles, charitable organizations and corporations.

The minimum account size at Jackson Hole is $2 million, the highest on this list. Fees for investment management are based on a percentage of assets under management and advisors do not earn commissions.

Jackson Hole was founded in 2016 by John J. Hastings and Channing S. Smith. Smith previously worked at Capital Advisors, the top firm on this list. Today, the Jackson Hole team features three Chartered Financial Analysts (CFA). 

Its services include portfolio management (discretionary or non-discretionary), asset allocation, investment selection and monitoring, performance reporting, and coordination with tax and estate planning professionals. The firm also manages private investment funds through its affiliate, tailoring solutions to client needs while allowing for customized restrictions.

Among the strategies available for clients of Jackson Hole are the following:

• Core equity. This strategy looks to achieve diversification across the realm of value and growth investment styles, as well as across sectors and market capitalizations.
• Diversified mult-asset income. This strategy looks for income generating investments and since the portfolio holds 10-20 stocks, mutual funds, ETFs, the fund is diversified across asset classes and industries.
• Global opportunities. According to the firm it uses, "A qualitative process to analyze key macroeconomic data from the U.S. and International economies to anticipate economic trends and market strength in the future."
• Fixed-income. The firm designs proprietary fixed income strategies for taxable and tax-exempt accounts by using individual securities, ETFs and mutual funds. 
• Master limited partnerships. The firm will invest in this strategy by focusing on midstream oil and gas sectors. According to the firm, "This type of investment is not suited for all clients or account types, given the tax treatment of Master Limited Partnerships and the issuance of K-1’s associated with these investments."
• Options: The firm may use options primarily for hedging, especially when clients hold concentrated positions in individual securities. This typically involves writing covered calls and using the premium to buy protective puts, or index puts to reduce overall market exposure.
• Passive investment strategy: The firm may apply a passive approach to certain securities in client portfolios to maximize returns and avoid unnecessary taxable gains. In these cases, it monitors the holdings but may limit trading activity, often at the client’s request.

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Warburton Capital Management, founded in 2006, is a fee-only advisor that primarily serves individuals and high-net-worth individuals. The firm also has institutional clients, like retirement plans, charitable organizations, corporations and other businesses. 

The firm does not impose a strict account minimum but charges asset-based fees beginning at 1.25% for the first $1 million and declining at higher asset levels.

The firm provides investment management, financial planning and pension plan consulting. Investment management involves discretionary oversight and continuous monitoring of portfolios. Financial planning may address asset and insurance analysis, tax considerations, estate documents and charitable planning. 

The Warburton team includes several Certified Financial Planners™ (CFP®). 

Its investment philosophy is grounded in academic research, modern portfolio theory and the efficient market hypothesis. The latter assets that financial markets incorporate available information so consistently that it is difficult to outperform them through stock picking or market timing. As a result, the firm emphasizes long-term, passive investing through buy, hold and rebalance strategies rather than market timing or speculation.

Client portfolios are primarily built using mutual funds and ETFs, most often from Dimensional Fund Advisors and Vanguard, as well as U.S. Treasuries. The approach seeks diversification across domestic and international markets, with allocations tailored to each client’s goals, risk tolerance and overall financial situation.

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Scissortail Wealth Management is a fee-based practice that's been in business since 2018. The firm primarily works with individuals and high-net-worth individuals, but also offers services to institutional clients. 

Scissortail does not require a set account minimum, though it may charge minimum annual fees or terminate accounts it considers too small to manage effectively. The firm provides discretionary and non-discretionary portfolio management, along with financial planning and consulting services that address retirement, cash flow, insurance and other financial needs. It also sponsors a wrap fee program that bundles investment management, transaction costs and custody services into a single fee.

The Scissortail team includes advisors who hold the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), certified investment management analyst (CIMA) designations. However, advisors may earn sales commissions when advisory clients purchase securities or insurance through them. While this constitutes a conflict of interest, the firm has a fiduciary duty to always act in its clients' best interests. 

Scissortail’s investment strategies include charting, technical, fundamental  and cyclical analysis, as well as modern portfolio theory. Portfolios are typically built using equities, bonds, mutual funds, ETFs, options, real estate investment trusts (REITs), private funds and other securities, and can involve long- and short-term positions. Margin transactions and option writing may also be used. Portfolios are tailored to client goals, risk tolerance and time horizon, with ongoing monitoring and rebalancing.

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Pinnacle Investment Advisors, founded in 1996, is a fee-based advisory firm that manages investment portfolios and provides financial planning and consulting services. The firm works with individuals and high-net-worth individuals, as well as pension and profit-sharing plans, pooled investment vehicles, corporations and other institutions. Managed accounts generally require a $250,000 minimum, although exceptions may be made. Clients can also engage the firm for financial planning in areas such as tax planning, retirement, estate planning, education funding, insurance needs and cash flow management.

Certifications held by the team at Pinnacle include Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA).

Pinnacle offers seven core investment strategies spanning bonds, equities and alternatives. These include short-term and intermediate bond portfolios, a tax-exempt municipal bond portfolio, a convertible securities/high-yield strategy, a large-cap “Blue Chip” strategy, a small-cap value strategy and a midstream energy strategy focused on master limited partnerships. Strategies may be blended to meet client goals for income, growth, and diversification.

Pinnacle’s investment philosophy emphasizes minimizing risk while pursuing competitive returns. Portfolios are built from individual securities rather than funds to reduce costs and allow more precise management. Their approach relies on quantitative analysis of risk and reward rather than market timing or intuition. 

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HoganTaylor Wealth is a fee-based firm whose advisors may receive additional compensation for selling insurance. While sales commissions can create a conflict of interest, the firm and its advisors are required to act in clients' best interest under fiduciary duty.

The firm works with both non-high-net-worth and high-net-worth individuals, as well as charities and retirement plans. Its services span investment management, retirement plan advisory services and wealth management, which combines portfolio management and financial planning.  

The firm has no minimum requirement to open an account. Founded in 2001, the firm is owned by HoganTaylor LLP, which is a tax and accounting CPA firm. The HoganTaylor Wealth team features several Certified Financial Planners™ (CFP®).

HoganTaylor's investment philosophy emphasizes long-term, disciplined portfolio management tailored to each client’s goals, risk tolerance and financial situation. The firm builds diversified portfolios primarily with low-cost mutual funds and ETFs, while also using individual stocks, bonds or options when appropriate. Its strategies combine fundamental and technical analysis, focus on risk management and may involve reallocations, hedging or short-term trades in response to market conditions.

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The Legacy Financial Group was founded in 2005 as the successor to a firm established in 2000. It is considered a fee-based advisory practice because some of its professionals receive commissions for selling insurance products, which creates potential conflicts of interest. Despite these conflicts, the firm is required to act in your best interests as a fiduciary.

Legacy works with individuals, high-net-worth individuals, retirement plans, charities, corportations and other bussinesses. A minimum of $500,000 in assets under management is generally required for portfolio management, and there is also a $10,000 minimum annual fee. Clients enrolled in Legacy Portfolio Services, the firm's core asset management and cash-flow planning program, must meet a minimum account size of $250,000. 

The firm has a Chartered Financial Analyst (CFA) on staff, as well as Certified Financial Planner™ (CFP®) who also holds the certified exit planning advisor (CEPA) designation. 

Legacy Financial’s investment approach is grounded in modern portfolio theory and emphasizes diversification, the relationship between risk and return and long-term discipline. The firm does not focus on stock selection or market timing. Portfolios are typically built using mutual funds, ETFs, equities, fixed income securities, municipal securities and corporate debt obligations. Client portfolios are reviewed and adjusted based on individual goals, risk tolerance and financial circumstances.

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EverPar Advisors, founded in 2023, is a fee-based advisor that generally requires a $1 million minimum relationship. The firm works with individuals and high-net-worth individuals, as well as charities, corporations and other businesses. 

The firm's advisory services include comprehensive portfolio management, retirement plan advisory services, financial planning and consulting. Areas of focus include investment planning, retirement planning, education savings, personal savings and related financial needs.

Despite being the youngest firm on this list, EvenPar Advisors has a range of specializations. Members of the advisory team hold the following certifications: Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), chartered alternative investment analyst (CAIA) and certified investment management analyst (CIMA).

However, advisors on staff may be licensed insurance agents and receive additional compensation when selling insurance products to advisory clients. This potentially creates a conflict of interest, because advisors have a financial incentive to make certain recommendations over others. Keep in mind that the firm and its advisor have a fiduciary duty to act in your best interests.

The firm’s portfolio management approach emphasizes customized, long-term investment strategies aligned with each client’s goals, financial situation and risk tolerance. Portfolios typically include diversified, low-cost mutual funds and ETFs, though individual stocks, bonds, options and other assets may also be used. EverPar may retain legacy positions for tax or strategy purposes and can recommend independent managers when appropriate. The firm uses a combination of fundamental, technical, cyclical and charting analyses in its process, and may adjust allocations to diversify, rebalance or respond to market conditions.

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Council Oak Wealth Advisors, founded in 2018, rounds out our list of the top financial advisors in Tulsa. As a fee-based advisory firm, its professionals can receive commissions from insurance sales, which creates potential conflicts of interest. However, the firm is required to act in your best interests as a fiduciary. 

Council Oak's client base comprises individuals, high-net-worth investors and charitable organizations. The firm is also open to working with retirement plans corporations and other business entities. It does not enforce a set account minimum, but some services may involve minimum annual fees, and accounts deemed too small to manage may be closed.

In addition to its office in Tusla, the firm has a branch in Bartlesville, Oklahoma. Between them, members of the firm's small advisory team hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), and chartered financial consultant (ChFC) designations. 

The firm offers portfolio management, financial planning, consulting and bundled wealth management programs. These services can cover investments, retirement, estate and tax planning, risk management, education funding and philanthropic strategies. 

In managing portfolios, the firm relies on fundamental and technical methods of analysis, charting, as well as modern portfolio theory. It invests primarily in ETFs, mutual funds, stocks, bonds and options, but may advise on other securities when appropriate. Client portfolios may be customized or based on firm-developed models and are monitored with rebalancing as conditions change. The investment approach emphasizes diversification and alignment with client objectives.