Retirement Planning » Financial Advisors » Tulsa, OK

Financial Advisors Tulsa, OK

Latest update: November 14, 2019

Population402,000
State Income Tax5.00%
Median Home Price$164,500
City Sales Tax8.52%

Tulsa is the second-largest city in Oklahoma, located in Northeastern Oklahoma along the Arkansas River.

Find a financial advisor in Tulsa, OK

With more than 320 financial advisors working in Tulsa, choosing one can be time-consuming. We considered many financial advisors in Tulsa, OK, to find the best options based on customer reviews, certifications, SEC filings and asset requirements. All of these top financial advisors are fiduciaries and act in the best interest of their clients.

First State Investment Advisors

  • Assets Managed: $45 million
  • Minimum Assets: $50,000

First State Investment has nearly 50 years of experience managing investments and uses the latest financial technology. The company offers all levels of financial planning services at a reasonable cost. Financial advisors at First State assist clients with everything from personal budgeting to business assets to designing a financial plan.

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Melia Advisory Group

  • Assets Managed: $153 million
  • Minimum Assets: N/A

Financial advisors at Melia Advisor Group primarily work with Tulsa retirees or those who are approaching retirement age. The firm crafts financial plans by taking current and future needs and goals into consideration, and it offers investment services designed to keep income flowing throughout retirement.

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Pinnacle Investment Advisors

  • Assets Managed: $479 million
  • Minimum Assets: $250,000

Pinnacle Investment Advisors works with clients to create a financial plan encompassing all money management areas. Financial advisors discuss cash flow and maintaining independence in retirement. The company’s advisors also address taxes, estate planning and education expenses. Pinnacle offers investment management services with a uniquely high level of communication with clients.

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Gibraltar Capital Management

  • Assets Managed: $491 million
  • Minimum Assets: $500,000

Gibraltar Capital Management offers a menu of financial advising, investment management, financial planning and advisor selection services to high net worth individuals. Gibraltar Capital Management’s financial advisors work with clients to increase their assets, and they assist many families in finding a purpose for their wealth.

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Warburton Capital Management

  • Assets Managed: $273 million
  • Minimum Assets: $1 million

Warburton Capital Management’s financial advisors work with a limited number of working or retired professionals and business owners. The company chairman is a personal CFO to small business owners and provides services adapted to each client’s needs. The typical Warburton client benefits from the firm’s comprehensive wealth management program.

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Financial Advisor Reviews Tulsa, OK


First State Investment Advisors

The financial advisors at First State Investment Advisors in Tulsa have a combined 123 years of experience. The firm charges a flat fee for financial planning and a percentage of assets for investment management. First State’s financial advisors use internet-based financial planning software with a client-centered and goal-based approach. First State Investment Advisors manages investment portfolios with a $50,000 minimum asset requirement and provides financial advisory services separately. The firm also works with smaller portfolios with promise for growth. First State Investment Advisors favors blue-chip stocks, which offer dividends and economic strength.

First State Investment Advisors typically charges between $500 and $2,500 for financial planning, depending on how broad and complex the client’s goals are. For more extensive financial planning, the firm charges $250 per hour. Once First State Investment Advisors develops a client’s plan, annual updates cost 50% to 75% of the initial fee.

First State Investment Advisors
Assets Managed $45 Million
Minimum Assets $50,000
Number of Advisors 4
Fee Structure Fee-Only
Address 8801 S. Yale Ave. Suite 410

Melia Advisor Group

Melia Advisor Group specializes in helping clients develop a comprehensive, integrated financial plan that enables them to meet short- and long-term goals. Financial advisors at Melia provide services to individuals and business owners with financial plans that include risk management and estate conservation. The firm primarily works with retirees and those who are nearing retirement age and offers portfolio management as well as financial advisory services. Melia Advisor Group seeks out non-common market options for client investments to generate income throughout the retirement years.

Many financial advisors look to create a lifelong relationship with clients. While Melia Advisor Group welcomes these relationships, the firm works with individuals who require financial or investment advisory service for any length of time. The company’s fees range from $500 to $1,000.

Melia Advisor Group
Assets Managed $153 Million
Minimum Assets N/A
Number of Advisors 3
Fee Structure Fee-Only
Address 233 S. Detroit Ave. Suite 100

Pinnacle Investment Advisors

Pinnacle Investment Advisors is a locally-owned Tulsa investment advisory firm that offers financial planning services. The financial advisors and other professionals have more than a century of combined experience with backgrounds in finance, risk and asset management, accounting, law and tax planning. Pinnacle’s financial advisors make objective decisions balanced by consideration of value with risk and potential returns. Clients receive customized solutions to meet financial goals and to build and protect their wealth.

Pinnacle Investment Advisors does not publish fees for financial advisory services. The firm offers an unusually broad selection of investment management strategies.

Pinnacle Investment Advisors
Assets Managed $479 Million
Minimum Assets $250,000
Number of Advisors 7
Fee Structure Fee-Based
Address 1100 Abernathy Rd NE Suite 500

Gibraltar Capital Management

Gibraltar Capital Management caters to clients, going beyond the traditional scope of duties typical financial advisors fulfill. For example, advisors assist clients with finding the perfect vehicle or vacation home. These assets impact net worth, so Gibraltar goes above and beyond to keep a client’s financial plan on point. The firm primarily works with high net worth individuals and assists small business owners with valuation, selling and other business finance-related issues. Investment management at Gibraltar Capital Management involves portfolios holding stocks, bonds and real estate.

Financial and investment planning services at Gibraltar include asset allocation, estate and tax planning, tax preparation, banking and credit management, insurance and charitable giving. The firm lists no individual fee for meeting with a financial advisor, and it appears that these services are available to investment management clients.

Gibraltar Capital Management
Assets Managed $191 Million
Minimum Assets $500,000
Number of Advisors 6
Fee Structure Fee-Based
Address 9125 S. Toledo Ave.

Warburton Capital Management

Financial advisors at Warburton Capital Management typically develop a long-term relationship with clients. The firm has a 96% retention rate since its inception in 2006. Warburton developed its Consultative Wealth Management process that covers three financial discipline areas. Investment Consulting helps clients preserve and grow liquid net worth. Advanced Planning protects and enhances wealth while preparing for charitable giving and transferring wealth in the future. Relationship Planning puts a multi-faceted team of financial professionals at the client’s disposal and involves ongoing goals, values, resources and obligation monitoring.

Warburton Capital Management is proactive on behalf of clients and anticipates changes that could affect wealth. Assets are held with third-party financial institutions, primarily TD Ameritrade. Warburton Capital Management charges fees based on a percentage of assets under management.

Warburton Capital Management
Assets Managed $273 Million
Minimum Assets $1 Million
Number of Advisors 3
Fee Structure Fee-Based
Address 15 E 5th St #3675

Conclusion

When choosing a financial advisor it’s important to do your research. We recommend interviewing at least three advisors to ensure you have explored all options and know what to expect.

We researched the best advisors in Tulsa, OK with options for all situations and compiled our list to include all the criteria crucial when making a decision. We’ve included professionals that serve clients of all asset levels.

Tulsa Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
First State Investment Advisors $45 Million $50,000 Fee-Only
Melia Advisor Group $153 Million N/A Fee-Only
Pinnacle Investment Advisors $479 Million $250,000 Fee-Based
Gibraltar Capital Management $191 Million $500,000 Fee-Based
Warburton Capital Management $273 Million $1 Million Fee-Based

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