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Wealth Managers in Tulsa, OK: 2026 rankings

15 wealth managers 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 73/100; 5.0★ from 140 Google reviews.

  2. 2

    Most-reviewed: Burkholder Wealth Management, 40 Google reviews at 5.0★, the most of 15 ranked after Credent Wealth Management | Tulsa Financial Advisors; ranked #2.

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

15 Tulsa wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 15 rated firms.

Top 10 wealth managers 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 wealth managers in Tulsa at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Credent Wealth Management | Tulsa Financial Advisors735.0★ (140)TulsaTop score
2Burkholder Wealth Management695.0★ (40)TulsaMost reviews
3Chad McAuliff Royal Stone Wealth Management695.0★ (36)Tulsa—
4Summit Wealth Group685.0★ (24)Tulsa—
5Oath Planning - Tulsa Wealth Management & Financial Advisors665.0★ (14)Tulsa—
6Talon Wealth664.6★ (19)Tulsa—
7Greater Works Wealth655.0★ (9)Tulsa—
8Guide Wealth Partners634.2★ (6)Tulsa—
9Midtown Wealth Management635.0★ (4)Tulsa—
10Regent Private Wealth635.0★ (4)Tulsa—

All 15 wealth managers 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.

  4. #4 Summit Wealth Group

    Based in Tulsa

    68/100RFA Score

    Ranked #4 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

  6. #6 Talon Wealth

    Based in Tulsa

    66/100RFA Score

    Ranked #6 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

  11. #11 Hall Wealth Management

    Based in Broken Arrow, 13 mi away

    61/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    110 S Main St Ste 203, Broken Arrow, OK 74012
    View profile for Hall Wealth Management(918) 998-3430

  13. #13 Villines Wealth Management

    Based in Broken Arrow, 11 mi away

    60/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1709 West Granger St N, Broken Arrow, OK 74012
    View profile for Villines Wealth Management(918) 877-9099

  15. #15 One Day Wealth

    Based in Seattle, 38 mi away

    59/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for One Day Wealth(206) 289-9940

Also serving Tulsa

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Tulsa
BusinessGoogle ratingDistance
Anchor Financial Group5.0★ (49)In Tulsa
Bamboo Financial Partners4.7★ (12)In Tulsa
Charles Schwab3.0★ (32)In Tulsa
Corient3.9★ (7)In Tulsa
Edward Jones - Financial Advisor: Rick Silman, CFP®5.0★ (10)In Tulsa
Edward Jones - Financial Advisor: Todd Barker, CFP®|AAMS®5.0★ (7)In Tulsa
Financial Planning Resources5.0★ (8)In Tulsa
Future U Financial Inc.5.0★ (20)In Tulsa
HerPlanning - Kristin Afelumo & Leigh Powell5.0★ (11)In Tulsa
INSPiRE Financial Group | Financial Services & Planning in Tulsa4.9★ (33)In Tulsa
J M Brown Financial Partners5.0★ (24)In Tulsa
Melia Advisory Group4.9★ (64)In Tulsa
Montgomery & Company Financial Services5.0★ (14)In Tulsa
Morgan Stanley Financial Advisors3.7★ (6)In Tulsa
Northwestern Mutual4.8★ (6)In Tulsa
Peak Financial LLC5.0★ (13)In Tulsa
Step By Step Financial, LLC5.0★ (14)In Tulsa
Stifel5.0★ (6)In Tulsa
Warburton Capital Management5.0★ (10)In Tulsa
Wells Fargo Advisors3.1★ (37)In Tulsa

How we ranked Tulsa wealth managers

We scored 15 Tulsa wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Tulsa: frequently asked questions

Which wealth manager has the highest RFA Score in Tulsa?

By RFA Score, the highest-ranked wealth manager in Tulsa, OK is Credent Wealth Management | Tulsa Financial Advisors with an RFA Score of 73/100. It has 5.0★ from 140 Google reviews. Burkholder Wealth Management (#2) and Chad McAuliff Royal Stone Wealth Management (#3) follow. We ranked 15 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Tulsa?

RankedFinancialAdvisors ranks 15 wealth managers serving Tulsa, OK. 10 of them are based in Tulsa; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Tulsa wealth managers have?

The median Google rating among 15 rated wealth managers in Tulsa is 5.0★, with a median of 9 reviews. Credent Wealth Management | Tulsa Financial Advisors has the most, 140 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Tulsa count in this ranking?

Yes, if they are within 40 mi of the Tulsa city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Tulsa ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 15 wealth managers serving Tulsa.

More wealth managers and Tulsa pages