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Financial Advisors in Tulsa, OK: 2026 rankings

135 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Tulsa: Credent Wealth Management | Tulsa Financial Advisors, RFA Score 76/100; 5.0★ from 140 Google reviews.

  2. 3

    Most-reviewed: Western-Shamrock Finance, 373 Google reviews at 4.4★, the most of 135 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

135 Tulsa financial advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 135 rated firms.

Top 10 financial advisors in Tulsa at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Tulsa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Credent Wealth Management | Tulsa Financial Advisors765.0★ (140)Tulsa—Top score
2Oath - Tulsa Estate Planning & Investment Attorneys754.8★ (154)Tulsa——
3Western-Shamrock Finance754.4★ (373)TulsaSatMost reviews
4Brenda Alfaro: Primerica - Financial Services735.0★ (59)Tulsa——
5Melia Advisory Group734.9★ (64)Tulsa——
6Ten Sixty Six Tax Advisory Group725.0★ (121)Broken Arrow, 13 mi away——
7Anchor Financial Group725.0★ (49)Tulsa——
8Nick Hollingsworth - COUNTRY Financial Agent725.0★ (48)Tulsa——
9Burkholder Wealth Management715.0★ (40)Tulsa——
101st Capital Mortgage714.8★ (120)Owasso, 13 mi away——

All 135 financial advisors in Tulsa, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 Melia Advisory Group

    Based in Tulsa

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    5424 S Memorial Dr Building E, Tulsa, OK 74145
    View profile for Melia Advisory Group(918) 794-9290

  10. #10 1st Capital Mortgage

    Based in Owasso, 13 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9500 N 129th E Ave Ste 235, Owasso, OK 74055
    View profile for 1st Capital Mortgage(918) 274-1519

  15. #15 Primerica - Andrew Brooks

    Based in Tulsa

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat 10 AM–3 PM · Sun closed
    Address
    7666 E 61st St Ste. 100, Tulsa, OK 74133
    View profile for Primerica - Andrew Brooks(918) 986-2312

  17. #17 Summit Wealth Group

    Based in Tulsa

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    9175 S Yale Ave #100, Tulsa, OK 74137
    View profile for Summit Wealth Group(918) 930-9300

  23. #23 Talon Wealth

    Based in Tulsa

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    8913 S Yale Ave, Tulsa, OK 74137
    View profile for Talon Wealth(918) 992-9000

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 135 ranked financial advisors here; the rest are on their profiles.

financial advisors in Tulsa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bankers Life674.0★ (34)In Tulsa
27Step By Step Financial, LLC675.0★ (14)In Tulsa
28Emmanuel Earls: Primerica - Financial Services674.9★ (14)In Tulsa
29Veritas Management Group675.0★ (21)6 mi
30Peak Financial LLC675.0★ (13)In Tulsa
31Arvest Bank673.7★ (56)In Tulsa
32UMB Bank674.1★ (25)In Tulsa
33HerPlanning - Kristin Afelumo & Leigh Powell675.0★ (11)In Tulsa
34Bamboo Financial Partners664.7★ (12)In Tulsa
35Fidelity Investments663.8★ (27)In Tulsa
36Warburton Capital Management665.0★ (10)In Tulsa
37Edward Jones - Financial Advisor: Rick Silman, CFP®665.0★ (10)In Tulsa
38Arvest Bank663.5★ (58)In Tulsa
39Greater Works Wealth665.0★ (9)In Tulsa
40Trust Company of Oklahoma663.9★ (17)In Tulsa
41Financial Planning Resources665.0★ (8)In Tulsa
42Arvest Bank663.3★ (75)In Tulsa
43Vertices654.6★ (9)In Tulsa
44Abundance Financial Agency654.8★ (8)In Tulsa
45Edward Jones - Financial Advisor: Todd Barker, CFP®|AAMS®655.0★ (7)In Tulsa
46Ronnie Leroy Medlock Jr: Primerica - Financial Services655.0★ (7)In Tulsa
47StrongWealth Advisory Group655.0★ (14)9 mi
48Edward Jones - Financial Advisor: Nicholas D Pardon, CRPC™|CRPS™655.0★ (18)13 mi
49Bank of America (with Drive-thru ATM)653.2★ (51)In Tulsa
50Bank of America Financial Center653.2★ (51)In Tulsa

Also serving Tulsa

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Tulsa
BusinessGoogle ratingDistance
BOK Financial Securities2.6★ (5)In Tulsa
Cameron Moore - Thrivent5.0★ (2)In Tulsa
Castlepoint Wealth Advisors5.0★ (2)In Tulsa
Cathedral Square Capital5.0★ (2)In Tulsa
Creating & Managing Wealth, LLC5.0★ (2)In Tulsa
Dollarhide Jake5.0★ (2)In Tulsa
Don P. Quint & Associates3.5★ (2)In Tulsa
Edward Jones - Financial Advisor: Levi Smith, AAMS®5.0★ (2)In Tulsa
Edward Jones - Financial Advisor: Ryan L Mason, ChFC®5.0★ (2)In Tulsa
Ernst & Young5.0★ (2)In Tulsa
Financial Solutions5.0★ (2)In Tulsa
Forvis Mazars, LLP5.0★ (2)In Tulsa
Giager Wealth Management5.0★ (2)In Tulsa
Gibraltar Capital Management Inc5.0★ (2)In Tulsa
Integrated Financial3.0★ (2)In Tulsa
Mary Ann Alexander: Primerica - Financial Services5.0★ (2)In Tulsa
Pinnacle Investment Advisors2.5★ (2)In Tulsa
SageOak Financial, LLC5.0★ (2)In Tulsa
Smiley Elmore & Associates5.0★ (2)In Tulsa
Wilson Investment & Estate3.0★ (2)In Tulsa

How we ranked Tulsa financial advisors

We scored 135 Tulsa financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Tulsa data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Tulsa: frequently asked questions

Which financial advisor has the highest RFA Score in Tulsa?

By RFA Score, the highest-ranked financial advisor in Tulsa, OK is Credent Wealth Management | Tulsa Financial Advisors with an RFA Score of 76/100. It has 5.0★ from 140 Google reviews. Oath - Tulsa Estate Planning & Investment Attorneys (#2) and Western-Shamrock Finance (#3) follow. We ranked 135 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Tulsa?

RankedFinancialAdvisors ranks 135 financial advisors serving Tulsa, OK. 43 of them are based in Tulsa; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Tulsa work on weekends?

10 of 135 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Western-Shamrock Finance (#3), Paramount Tax & Accounting Tulsa Northeast (#13) and Primerica - Andrew Brooks (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tulsa financial advisors have?

The median Google rating among 135 rated financial advisors in Tulsa is 5.0★, with a median of 11 reviews. Western-Shamrock Finance has the most, 373 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Tulsa count in this ranking?

Yes, if they are within 25 mi of the Tulsa city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Tulsa ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Tulsa a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Tulsa

  1. November 2026: RFA Scores recalculated for 135 financial advisors serving Tulsa.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Tulsa pages