Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Tulsa, OK
Every SEC-registered investment adviser representative at a firm office in Tulsa, with the firms that employ the most of them.
799 registered advisors work in Tulsa; the most are at Morgan Stanley (67). 107 list the CFP designation and 560 are also registered broker representatives.
Firms with the most advisors in Tulsa
Advisors in Tulsa, A to Z (first 300 of 799)
CFP advisors in Tulsa →- Dwight D. AdkinsArvest Wealth Management
- Omar A. AhmadiehJ M Brown Financial Partners
- James C. AldagMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew M. AldredgeThe Advisory Resource Group, LLC
- Christina M. AldredgeThe Advisory Resource Group, LLC
- Derrick E. Alexander Jr.Greater Works Wealth
- Michael A. AlfredRelation Wealth Management, Inc. · Chartered Financial Consultant
- Lisa N. AllemScissortail Wealth Management, LLC
- Michael AllenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Payton AllenStrategic Advisers LLC
- Kory A. AllsopArvest Wealth Management
- Michael B. AlsupWells Fargo Clearing Services, LLC
- Jonathan D. AlthageCorient
- Rebekah L. AndersenJ M Brown Financial Partners
- Laurisa J. AndersonWells Fargo Clearing Services, LLC
- Lincoln AndersonDba Upal Or United Professionals Assoc. Ltd. · Chartered Financial Analyst
- John C. AnglinCharles Schwab & Co., Inc.
- Evan T. Antoshkiw-FulpsEdward Jones
- James F. Arens IIAllegiant Wealth Advisors, LLC · Chartered Financial Analyst
- Gina L. ArnoldMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven M. AstonEdward Jones
- Stephen P. AugustLPL Financial LLC
- Mathew R. BaconHogantaylor Wealth
- Carla R. BaileyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew G. BaldwinCreative Planning · Certified Financial Planner
- Robert L. BandyRobert Stephen Capital Management LLC
- Johnathon T. BarkerEdward Jones · Certified Financial Planner
- Samuel D. BarkerEdward Jones
- Victoriana A. BarkerBok Financial Securities, Inc.
- Angela K. BarnesAmeriprise Financial Services, LLC
- Brandon R. BarnesCavanal Hill Investment Management, Inc. · Chartered Financial Analyst
- Megan BarnoskiBok Financial Securities, Inc.
- Audri K. BarthelMorgan Stanley
- Phil E. BartonCharles Schwab & Co., Inc.
- Dustin A. BassState Farm Investment Management Corp. · Chartered Financial Consultant
- Ryan A. BatesArvest Wealth Management
- Samantha P. BatesEdward Jones
- Marquay J. BaulIntegra Private Wealth Management, LLC
- Katherine M. BeckhamMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amir H. BehdadCavanal Hill Investment Management, Inc.
- David E. Beimesch Jr.Strategic Advisers LLC
- Phillip M. BellLPL Financial LLC · Certified Financial Planner
- Sarah M. M. BellUBS Financial Services Inc.
- Rebecca J. BenanzerMelia Wealth LLC
- Mitchell R. BenefielSummit Wealth Group, LLC
- Nicholas C. BennettEdward Jones
- Noel D. BennettOsaic Wealth, Inc.
- Taylor J. BennettTrinity Strategic Wealth
- Adam N. BerlienMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel D. BeutelCouncil Oak Wealth Advisors · Certified Financial Planner
- Layton D. BicanovskyState Farm Investment Management Corp.
- Daniel L. BickerstaffAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon R. BilesHogantaylor Wealth · Certified Financial Planner
- D G. BishopNorthpoint Wealth Financial Services, LLC
- Brian J. BizjackLPL Financial LLC
- John P. BizjackLPL Financial LLC
- Kevin P. BjorklundState Farm Investment Management Corp.
- Tammy Y. BlairArvest Wealth Management
- Melissa J. BodenstabCetera Investment Advisers LLC · Certified Financial Planner
- Christopher L. BogieScissortail Wealth Management, LLC
- Charles R. Bond IIIPfs Investments Inc.
- Daniel W. BondEdward Jones
- Anne L. BoozerArvest Wealth Management
- Constantino J. BorrelliJ.P. Morgan Securities LLC
- Kurt A. BoutinEagle Strategies LLC
- Camille J. BouvetOath Planning, LLC · Certified Financial Planner
- Thomas S. BowenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Cassie R. BowersEdward Jones
- Andrew S. BoydGibraltar Capital Management, Inc. · Chartered Financial Analyst
- Aimee N. BoyerPinnacle Investment Advisors · Certified Financial Planner
- Harrison P. BradyMorgan Stanley
- Stephen J. BradyMorgan Stanley
- Pamela S. BrandtSustainable Advisors Alliance LLC · Certified Financial Planner
- Hunter G. BreedloveEverpar Advisors LLC
- Bret D. BreibeckGibraltar Capital Management, Inc.
- James L. Brejcha Jr.Cambridge Investment Research Advisors, Inc.
- Sarah A. BremerBurkholder Wealth Management
- Brooklyn H. BrockEllevate Advisors · Certified Financial Planner, Chartered Financial Consultant
- John BrophyWells Fargo Advisors Financial Network, LLC
- Christopher G. BrownThe Advisory Resource Group, LLC
- George A. BrownCorient
- Mindy BrownWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Myers C. BrownCetera Investment Advisers LLC
- Robert BrownWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ronald A. BrownJ M Brown Financial Partners
- Kenny L. Brown, Jr.Ameritrust Investment Advisors Inc.
- Terrilyn D. BrownfieldCompass Coaching And Consulting, LLC
- Jake J. BrunoldiMorgan Stanley
- Austin B. BryanHogantaylor Wealth · Certified Financial Planner
- Ryan P. BuchanBok Financial Securities, Inc.
- Joshua A. BuckamneerCharles Schwab & Co., Inc.
- Connie E. BuckleyMorgan Stanley
- Katherine BuckleyWells Fargo Advisors Financial Network, LLC
- Taylor G. BuddBok Financial Securities, Inc.
- Lauren R. BurkeMariner
- Eric D. BurkholderBurkholder Wealth Management · Chartered Financial Analyst
- Daniel A. BurnsStifel, Nicolaus & Company, Incorporated
- John C. BurrowsCouncil Oak Wealth Advisors
- Rebecca C. BurrowsLPL Financial LLC
- Lynnette Busenburg-HillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David T. BushEdward Jones
- David BuskirkJ.P. Morgan Securities LLC
- Mark C. ButterworthCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matt R. CainMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kreg CalleryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Travis R. CambernLPL Financial LLC
- Shari L. CampbellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jon CareEdward Jones
- Spencer A. CarlinUBS Financial Services Inc.
- Ryan J. CarmackState Farm Investment Management Corp.
- Lydia D. CarnettThe Legacy Financial Group, Inc. · Certified Financial Planner
- Vallie B. CarneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James Phillip W. CarrStrategic Advisers LLC · Certified Financial Planner
- Matthew R. CarrierMorgan Stanley
- Elizabeth H. CarsonMorgan Stanley · Certified Financial Planner
- Christopher T. CaryMorgan Stanley
- Emily F. CaryMorgan Stanley
- John W. Cary IIIMorgan Stanley
- Carol J. Caster PageArvest Wealth Management · Chartered Financial Consultant
- Summer N. CaudleScissortail Wealth Management, LLC
- Carson D. ChambersTrinity Strategic Wealth
- Stephanie Chappell MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Wayne T. ChoisnetMorgan Stanley
- Blake A. ChrismanGibraltar Capital Management, Inc.
- Jonathan M. ChristensenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael D. ChristianEverpar Advisors LLC · Chartered Financial Analyst
- Charles D. ClarkBok Financial Securities, Inc.
- Lisa Z. ClarkMorgan Stanley
- Grant D. ClaryMariner
- Joe W. ClearyMorgan Stanley
- Andrea L. ClemUBS Financial Services Inc.
- John A. ClericoChartmark Investments, Inc.
- Matt L. CloverMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alan C. CluveriusMariner · Certified Financial Planner
- Tyler W. CodayBok Financial Securities, Inc.
- Carrie R. ColesArvest Wealth Management · Certified Financial Planner
- Terry W. CollierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Heidi A. CollinsRaymond James & Associates, Inc.
- Steven CollinsEdward Jones
- Josephine A. ConcannonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher J. ConeCone Wealth Management · Certified Financial Planner
- Robert P. ConnorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James K. Cooper IIIMariner
- Nicholas J. CordleMorgan Stanley
- Ethan R. CordrayMariner · Certified Financial Planner
- David A. Cornell Jr.Charles Schwab & Co., Inc.
- Lawrence D. Cornwell Jr.Edward Jones
- Tyler D. CornwellEdward Jones
- Jessica L. CorpeningMorgan Stanley
- Jesse D. CotneyNorthwestern Mutual Investment Services, LLC
- Noah J. CottmanWarburton Capital Management, LLC
- Heather L. CottrillState Farm Investment Management Corp.
- Jeffrey A. CouchMariner · Certified Financial Planner
- Joel N. CousinsStifel, Nicolaus & Company, Incorporated
- Seth D. CoveyArvest Wealth Management
- Carter J. CowanCambridge Investment Research Advisors, Inc.
- Randy C. CowellOsaic Wealth, Inc. · Certified Financial Planner
- Brent CoxEmpower Financial Advisors, LLC
- Jamie L. CoxGibraltar Capital Management, Inc.
- Joetta L. CoxBok Financial Securities, Inc.
- Charles E. CraigC.E.C. Wealth Management · Certified Financial Planner
- Lesa A. CrevelingAllegiant Wealth Advisors, LLC
- Catherine H. CrismonCorient · Certified Financial Planner
- Kevin CrissScissortail Wealth Management, LLC
- Kirby L. CroisantCetera Investment Advisers LLC · Certified Financial Planner
- Michael C. CropperGibraltar Capital Management, Inc.
- Benjamin W. CulverMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian M. CunninghamGibraltar Capital Management, Inc. · Certified Financial Planner
- Danielle A. CusterMorgan Stanley
- Ashley E. CutshallLPL Financial LLC · Certified Financial Planner
- William D. Cutsinger Jr.Wells Fargo Clearing Services, LLC
- Ann M. DaggCadent Capital Advisors, LLC
- Jackson A. DanforthCetera Investment Advisers LLC
- Erin E. DarbyBok Financial Securities, Inc.
- James D. Daugherty IIEdward Jones · Certified Financial Planner
- Michael S. DavidBankers Life Advisory Services, Inc.
- Dennis C. DavisCetera Investment Advisers LLC · Certified Financial Planner
- Donnie D. DavisCoachwise Financial Solutions, Inc.
- Alexandra DayCouncil Oak Wealth Advisors
- Charles J. De CouneThe Baker Group, LP
- Madison L. DeboseForge Financial
- Cinamon L. DemuthEdward Jones · Certified Financial Planner
- James S. DeneenBok Financial Securities, Inc.
- Christopher L L. DerrUBS Financial Services Inc.
- Terry L. DevoreCambridge Investment Research Advisors, Inc.
- Lee R. DeweyLPL Financial LLC
- James E. DiaconCouncil Oak Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Sarah J. DialMML Investors Services, LLC
- Charles DickState Farm Investment Management Corp.
- Jay N. DickensonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Charles R. DicksonThrivent Investment Management Inc.
- Craig M. DietertEdward Jones · Certified Financial Planner
- John M. DillinghamMorgan Stanley
- Nathan L. DinsmoreCetera Investment Advisers LLC
- Anthony C. Dionisio Jr.Pinnacle Investment Advisors
- Scott F. DittmerDrawbridge Capital
- Michael J. DollarhideLongbow Asset Management
- Grant DonicaCetera Investment Advisers LLC
- Patrick L. DonicaCetera Investment Advisers LLC · Chartered Financial Consultant
- Jeremy S. DoornCore Wealth Management, LLC
- Monty W. DossmanDrawbridge Capital
- Tristan E. DottsLPL Financial LLC
- Delmer A. DreyerMML Investors Services, LLC
- Jason L. DuckBok Financial Securities, Inc.
- Max W. DuennerMorgan Stanley
- Robert H. Duenner IIIMorgan Stanley
- Robert H. Duenner IVMorgan Stanley
- Ronald C. Dugan Jr.Ameritrust Investment Advisors Inc. · Chartered Financial Analyst
- Andrea L. DukeCambridge Investment Research Advisors, Inc.
- Stephen R. DunawayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Catherine L. DunnCavanal Hill Investment Management, Inc.
- Jennifer M. DunnLPL Financial LLC
- Donald A. DuntleyLincoln Investment
- Nathaniel R. DutkoLPL Financial LLC
- James EagletonWells Fargo Advisors Financial Network, LLC
- James R. Eagleton IIIWells Fargo Advisors Financial Network, LLC
- Thomas EagletonWells Fargo Advisors Financial Network, LLC
- Emmanuel J. EarlsPfs Investments Inc.
- Austin C. EastwoodCetera Investment Advisers LLC
- Stephanie M. EdeMorgan Stanley
- Isaiah C. EdisonEagle Strategies LLC
- Jay EichlerPark Avenue Securities LLC
- Doug K. EiddHub Investment Partners, LLC · Certified Financial Planner
- Matthew EklundWells Fargo Advisors Financial Network, LLC
- Myles F. EklundWells Fargo Advisors Financial Network, LLC
- David C. EllisEverpar Advisors LLC
- Steven W. EllisSageoak Financial, LLC · Certified Financial Planner
- Jeffrey B. EllsonRaymond James Financial Services Advisors, Inc.
- William T. EllsonRaymond James Financial Services Advisors, Inc.
- Timothy J. EllsworthRelation Wealth Management, Inc.
- Fielding L. ElsemanSageoak Financial, LLC
- Alexandra M. EvangelistaMorgan Stanley
- Ralph C. EvansMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brendon J. EversJ.P. Morgan Securities LLC
- Daniella M. FaberOsaic Wealth, Inc.
- Donald R. FaraboughStifel, Nicolaus & Company, Incorporated
- Ahmed FarhanWingate Capital Advisors LLC
- Ryan W. FariaColumbia Management Investment Advisers, LLC
- Royce B. Farnam IIICavanal Hill Investment Management, Inc.
- Wade FarquharEdward Jones
- Gavin S. FaucettLPL Financial LLC
- Randall S. FidlerLPL Financial LLC
- Nicholas A. FiegelCadent Capital Advisors, LLC · Chartered Financial Analyst
- Alexander S. FieldMorgan Stanley
- Joan M. FieldsBok Financial Securities, Inc. · Certified Financial Planner
- Wilson B. Fields Jr.Morgan Stanley
- Christopher N. FisherUBS Financial Services Inc.
- Norman P. FisherUBS Financial Services Inc.
- Patrick F. FitzgeraldUBS Financial Services Inc. · Certified Financial Planner
- Michael T. FlanaganEverpar Advisors LLC
- Daniel J. FleetEdward Jones
- Sean FlemingCharles Schwab & Co., Inc.
- Allison K. FletcherTrinity Strategic Wealth
- Noelle D. FlingNorthwestern Mutual Investment Services, LLC
- Charles A. FlintonRaymond James Financial Services Advisors, Inc.
- Ryan M. FlippoBok Financial Securities, Inc.
- Eric J. FloresMML Investors Services, LLC
- Kelcy T. FloresCorient · Certified Financial Planner
- David M. FoleyCadent Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark R. ForbesWellth Advisory Services, LLC
- Alan H. FordMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brandon K. FordOsaic Wealth, Inc.
- Vickie L. FordEagle Strategies LLC · Chartered Financial Consultant
- Samuel T. FosterBok Financial Securities, Inc.
- Garrett FowlerCavanal Hill Investment Management, Inc.
- Jayme D. FowlerPinnacle Investment Advisors · Chartered Financial Consultant
- Lance P. FranczykNorthwestern Mutual Investment Services, LLC
- Stephen R. FrankMML Investors Services, LLC
- Brendon FranklinMorgan Stanley
- Monica A. FreenyCambridge Investment Research Advisors, Inc.
- Will FreisbergStrategic Advisers LLC
- William J. FreudenrichMorgan Stanley · Certified Financial Planner
- Trevor L. FridellEagle Strategies LLC
- Ryan J. FriedlCavanal Hill Investment Management, Inc.
- Jackson FullerBridgecreek Financial Group
- Lionel C. FullerBridgecreek Financial Group
- Saletha M. FullerWealth Oklahoma · Certified Financial Planner
- Elizabeth S. GalleryState Farm Investment Management Corp.
- Greg A. GangasMorgan Stanley
- Joshua GarrettCadent Capital Advisors, LLC
- Robert E. Gaston IIICavanal Hill Investment Management, Inc.
- Megan O. GatlinCambridge Investment Research Advisors, Inc.
- Meg E. GentryChartmark Investments, Inc.
- Ryan D. GeorgeOsaic Wealth, Inc.
- John K. GeroWells Fargo Advisors Financial Network, LLC
- Kenneth E. Giager IIICetera Investment Advisers LLC
- James G. GibsonThrivent Investment Management Inc.
- Eric D. GlascoFredric E. Russell Investment Management Co.
- Larry A. GoadStifel, Nicolaus & Company, Incorporated
- Keith C. GoddardCorient · Chartered Financial Analyst
- John W. GodwinBok Financial Securities, Inc.
- Timothy R. GoldUBS Financial Services Inc.
- Janoah R. GoldsberryArvest Wealth Management
- Alex C. GoossenBok Financial Securities, Inc.
- Amy J. GordonMariner
- William R. GordonEdward Jones
- Tierney J. GorhamDrawbridge Capital
- Gary W. GouldCorporate Consulting Group, Inc.
- Kevin L. GraefeEdward Jones
- Brian J. GrantWarburton Capital Management, LLC · Certified Financial Planner
Other cities in Oklahoma
All of Oklahoma →Oklahoma City 581Edmond 220Norman 81Bartlesville 46Broken Arrow 43Enid 35Stillwater 33Owasso 29Yukon 26Lawton 25Jenks 22Bixby 19Midwest City 19Ponca City 19Muskogee 18Duncan 17Ardmore 14Nichols Hills 14Shawnee 14Claremore 13Durant 13Tahlequah 13Sand Springs 11McAlester 10
Questions
How many financial advisors are in Tulsa, OK?
799 investment adviser representatives are registered at firm offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 560 of them are also registered as broker representatives, and 107 list the CFP designation.
Which firm has the most financial advisors in Tulsa?
Morgan Stanley, with 67 registered advisors in Tulsa, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 52.
How do I check a financial advisor in Tulsa?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.