SearchWrench Pros

Find the right financial advisor in Tulsa, OK

10 local financial advisors in Tulsa. Tell us how many years of experience you want, what matters most, and how close to your house, and we match you with the ones that fit. No star ratings, no paid rankings.

Financial advisors in Tulsa

Checked pros are listed first; the rest rotate monthly. Nobody pays to be listed or ranked.

J M Brown Financial Partners

7060 S Yale Ave UNIT 701, Tulsa, OK · (918) 496-5460 · perfectcalendar.com
Not checked by SearchWrench yet

SageOak Financial, LLC

6120 S Yale Ave Suite 100, Tulsa, OK · (918) 627-3700 · sageoakfinancial.com
Not checked by SearchWrench yet

Capital Advisors, Inc.

2222 S Utica Pl #300, Tulsa, OK · (866) 230-5879 · capitaladv.com
Not checked by SearchWrench yet

The Legacy Financial Group Inc

1425 E 41st Pl Suite 100, Tulsa, OK · (918) 665-0826 · legacyadvisor.net
Not checked by SearchWrench yet

Regent Financial Services

7134 S Yale Ave suite 700, Tulsa, OK · (918) 493-4190 · regentfs.com
Not checked by SearchWrench yet

Burkholder Wealth Management

5014 E 101st St S #200, Tulsa, OK · (918) 727-7100 · burkholderwm.com
Not checked by SearchWrench yet

INSPiRE Financial Group | Financial Services & Planning in Tulsa

5154 E Skelly Dr FL 2, Tulsa, OK · (918) 948-6200 · planwithinspire.com
Not checked by SearchWrench yet

Credent Wealth Management | Tulsa Financial Advisors

8801 S Yale Ave #410, Tulsa, OK · (918) 492-1361 · credentwealth.com
Not checked by SearchWrench yet

Montgomery & Company Financial Services

7134 S Yale Ave UNIT 185, Tulsa, OK · (918) 583-8777 · facebook.com
Not checked by SearchWrench yet

Warburton Capital Management

6120 S Yale Ave Suite 1010, Tulsa, OK · (918) 794-3000 · warburtoncapital.com
Not checked by SearchWrench yet

Get matched with the right financial advisor

Tell us what you need in Tulsa and what matters to you. We check the pros and connect you with up to 3 who fit. Free, no obligation.

Please add your name, a 10-digit phone number, and tick the box.
Your must-haves

How we pick the best one (no star ratings)

1. We start with real local businessesEvery listing has a local address and a working phone number from public business records.
2. We call and askYears in business, licensing where your state requires it, insurance, and whether they actually answer and show up.
3. We match to your must-havesExperience, what matters most to you, and how close they are to your house.
4. We ask you how it wentAfter the job we check in with you. Pros who fall short stop getting our referrals.

We don't use Google or Yelp reviews. Ratings can be bought, gamed or years out of date; a phone call and your feedback can't. More on how we check pros.

Hired the wrong financial advisor before?

No-shows, a job left half done, a price that doubled. It happens a lot, and it's why we check financial advisors ourselves instead of trusting star ratings. Tell us what went wrong last time, tick "let down before" on the form, and we'll only send you pros who passed our check and fit your must-haves.

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Questions to ask before you hire a financial advisor in Tulsa

Common questions

How do I choose a financial advisor in Tulsa?

Decide your must-haves first: how many years of experience, whether price or quality matters most, and how far you will let them travel. Then compare at least two written quotes using the questions on this page.

How does SearchWrench pick the best financial advisor?

We don't use Google or Yelp star ratings. We call local businesses ourselves to confirm years in business, licensing where required, and insurance, match them to your must-haves, and ask you how the job went afterwards.

Is it free?

Yes. Homeowners never pay us, and businesses cannot pay to rank higher on this page.

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