Best Financial Advisors in Bartlesville, OK

The highest-rated Financial Planning & Wealth Management companies out of 194 vetted & reviewed in the Bartlesville area.

Spur Capital Partners

Spur Capital Partners

“In the search for the next generation of top-tier venture firms, Spur pursues groups with unique talents and operating experience, insights and vision, and the ability to anticipate new and important technology developments and waves. The Spur team h...”
Licensed, BBB Rating: A+
In Business Since 2006
2370 Nowata Pl, Bartlesville, OK
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Steadfast Financial Partners

Steadfast Financial Partners

(1)
Accumulation, Risk Management, Business Planning
“Even good to just get an opinion.”
In Business Since 2001
600 Delaware Ave, Bartlesville, OK
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Revo Financial

Revo Financial

(1)
How We’re Different, Services
“They have told my wife and I before that they want to be financial partners with us for life, and their actions and words have continually proven that to be true.”
In Business Since 2018
117 W 5th St #402, Bartlesville, OK
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Schwegman Insurance & Financial Services

Schwegman Insurance & Financial Services

“Founded by Jerry Schwegman in 1976 and currently owned and operated by Doug Schwegman, Schwegman Insurance provides help and advice to clients for their individual insurance needs, Medicare Supplement, and Employer Group benefit needs.”
In Business Since 2011
300 S Shawnee Ave, Bartlesville, OK
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Archambo Financial Advisors

Archambo Financial Advisors

Retirement Planning, Securities, Estate Planning
“Things like...assessing an advisor's competence...their education and credentials...their objectivity...their integrity...their experience...their reputation. These are all important factors that take time to consider before you make a decision. That...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2010
310 S Osage Ave, Bartlesville, OK
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Wealth Management Solutions

Wealth Management Solutions

Business News, Joanna, Oil Industry Retirees
“They call their approach “Retiring Right.” They ask questions, listen and use decades of experience to guide you toward the retirement you envision. They both have more than 25 years working with company retirement plans and are dedicated to helping ...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2015
401 Dewey Ave, Bartlesville, OK
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Sentry Advisors

Sentry Advisors

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
Free Initial Consultation
In Business Since 2019
2360 Nowata Pl, Bartlesville, OK
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Archambo & Mueggenborg

Archambo & Mueggenborg

“Home Take a look at our Home page. Stotts Archambo Mueggenborg & Barclay PC is a full service tax, accounting and business consulting firm located in Bartlesville, OK.”
Transparent Fees & Pricing
In Business Since 2014
302 S Osage Ave, Bartlesville, OK
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Jones Financial Partners - Bill Wilson & Stephen Jones

Jones Financial Partners - Bill Wilson & Stephen Jones

(2)
“Gave me great financial planning advice.”
2360 Nowata Rd Suite A, Bartlesville, OK
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Cady Wealth Management

Cady Wealth Management

“We are a team of advisors entrusted with over $360 million of assets under management as of 12/05/2023, which utilizes a holistic approach to investment planning and wealth management. We believe our competitive edge is based on core values, includin...”
In Business Since 2024
4160 SE Adams Rd Suite 102, Bartlesville, OK
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Knightsbridge Advisers

Knightsbridge Advisers

“Knightsbridge Advisers empowers investor participation in the innovation economy. We are a venture capital firm focused on primary and secondary funds, serving institutional and individual investors.”
In Business Since 2016
122 SW Frank Phillips Blvd, Bartlesville, OK
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First Investment Corporation

First Investment Corporation

Financial Planning
“Each family or individual we work with has their own unique financial needs. With our expertise and processes, we typically have a good view of the field to identify risks and things that can expose our clients unnecessarily to excessive risk. Our Te...”
In Business Since 1989
307 SE Frank Phillips Blvd, Bartlesville, OK
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Joe Wu, CPA

Joe Wu, CPA

(20)
  • Patient
  • Professional
  • Emails
“I had filed my taxes with Joe the previous year and he made sure I understood completely the in's and out's of my returns, even giving me tips for the upcoming fiscal year which were extremely helpful in my becoming more financially aware.”
In Business Since 2022
Serving Bartlesville Area
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Hood & Associates Cpas

Hood & Associates Cpas

(43)
Have Tax Problems?, Need Tax & Accounting Services?
“I belive my business is more efficient, driven in the proper directions and has a better chance of success due to the direction Hood and Associates have started me on.”
In Business Since 2010
Serving Bartlesville Area
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Lance Skalnik - PTP Investment Group

Lance Skalnik - PTP Investment Group

(19)
  • Investments
“The plan and course of action that we agreed upon allowed me to secure my returns and retire comfortably - granted, financial advice could have gone the other way, but with good common sense support, I am pleased with what has transpired in our long ...”
In Business Since 2017
Serving Bartlesville Area
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Hancock & Associates

Hancock & Associates

(3)
Business Services, Tax Services, Industries
“One on one help you won't get anywhere else.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Free Initial Consultation
Serving Bartlesville Area
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Waymark Advisors

Waymark Advisors

(4)
Outsourced Accounting, Technical Accounting, Finance Advisory
“They are super people that work there an very helpful.”
Remote Consultations Available
Offers Financing Options
In Business Since 2021
Serving Bartlesville Area
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Federal Employee Benefits Coordinators

Federal Employee Benefits Coordinators

(2)
Generational Vault, Social Security, Retirement Strategy & Risk
“I worked for this company and know how amazing they are”
In Business Since 2020
Serving Bartlesville Area
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Waterstone Private Wealth Management

Waterstone Private Wealth Management

The Retirement Planning Concierge – Individuals, Retirement Planning, Investment Management
“This number helps determine whether you're on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don't forget to inclu...”
Licensed, BBB Rating: A+
In Business Since 2005
Serving Bartlesville Area
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Mike Westerman

Mike Westerman

(1)
“Mike is awesome!!”
Serving Bartlesville Area
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Pro Tax Accounting Advisors

Pro Tax Accounting Advisors

Serving Bartlesville Area
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Arvest Asset Management

Arvest Asset Management

Transparent Fees & Pricing
In Business Since 1996
Serving Bartlesville Area
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Gowin Financial Services

Gowin Financial Services

“If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments ...”
In Business Since 2013
Serving Bartlesville Area
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Majors Financial Group

Majors Financial Group

(1)
“Great place for your tax needs!”
Serving Bartlesville Area
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Retirement Planning and Investment Management Services in Bartlesville, OK Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 459 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 459 cost profiles.

Why these companies made our list

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