Regent Financial Services
“We trust them to be our partner as we approach retirement and beyond.”
Best Financial Advisors in Tulsa, OK
24 firms listed · all 24 in Tulsa · 1 open weekends · 21 rated 4.5+ · 2 show a license
Data verified October 19, 2026
The Legacy Financial Group
Utica Capital Management
“Jay Henderson is a great guy and as a former youth pastor is a man of integrity.”
Watkins & Associates Financial Services
“Watkins and her team are such a pleasure to work with and I would highly recommend!”
Burkholder Wealth Management
“Very knowledgable and so very critical in helping us make important financial decisions that guide our lives.”
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Future U Financial
“Josh was very helpful and gave me confidence as I start my financial investment journey!”
The 24 firms listed for Tulsa, OK provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Tulsa, OK
All 24 firms we list here are in Tulsa itself. We have 60 firms in Tulsa on file; this page shows the highest-rated 24. The firms on this page are rated from 3.8 to 5.0 across 152 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (87%), responsiveness (84%) and value (71%). 1 is open on weekends. The services the firms on this page list most often on their websites are retirement planning (3), tax services (3), advisory services (2), financial planning (2) and our team (2). 2 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Tulsa take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Herplanning - Kristin Afelumo
“Kristin is not only an expert financial advisor, but she provides services thoughtfully, practically, and with compassion.”
Inspire Financial Group
“The group at INS Pi RE are in it for their clients best interest, and are advocates for the people.”
Shaw Financial Services
Bamboo Financial Partners
“Jasmine takes the time to get to know her clients, listen to their goals, and then support them as if they were her own goals.”
Ken McConnell CPA
“His accessibility, outstanding communication skills and steadfast adherence to ethical professionalism makes him an obvious choice for anyone seeking a CPA.”
Elite Small Business Solutions P.C
“Has always been helpful in filing my taxes”
Trust Company of Oklahoma
“It's a great buisness and the people that I have met other than the one have been quite professional and understanding.”
Warburton Capital Management
“The attention to detail, responsiveness and white glove service are best of class.”
Chestnut Street Advisors
“His knowledge and expertise set his customers up for success.”
Council Oak Wealth Advisors
Johnson Rouse & Associates, Pllp
Sageoak Financial
Capital Advisors
“Capital Advisors is an amazing company full of friendly, trustworthy, and knowledgeable employees that know what they are doing.”
Argent Trust Oklahoma
Seelan Wealth Strategies
Lionhood Financial Coaching
“Ray is excellent at everything he does, and he has the patience and wisdom to steer you down the right path to financial freedom and prosperity.”
Orvis & Wadkins Financial Advisors
J M Brown Financial Partners
“Connor and Omar are great advisors as well partners for your financial journey.”
Why these companies made our list
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