Best Financial Advisors in Tulsa

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
390+
Advisors
4.8/5.0
Average Rating

Tulsa Financial Landscape

Tulsa's economy is driven by energy, aerospace, and technology sectors. The city is experiencing growth, attracting new businesses and residents.

Major industries
Energy, Aerospace, Technology
Population
398K (metro: 1.0M)
Median household income
$56,000
Unique needs
Tulsa requires a focus on diversifying its economy, particularly in tech and renewable energy sectors.
Market Insights
Economic Growth
According to BEA (2023), Tulsa's GDP growth rate has been steady, driven by energy and tech investments.
Wealth Demographics
According to Census (2023), the median income in Tulsa is $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Tulsa are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), Tulsa's cost of living is lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Tulsa is experiencing moderate appreciation, with potential bubble risks.
Business Environment
According to Fortune (2024), Tulsa's business climate is improving, with incentives for startups and established firms alike.

Top 5 Financial Advisors in Tulsa

First State Investment Advisors | Tulsa Financial Advisors
★ ★ ★ ★ ★ 5
Burkholder Wealth Management
★ ★ ★ ★ ★ 5
J M Brown Financial Partners
★ ★ ★ ★ ★ 5
The Legacy Financial Group Inc
★ ★ ★ ★ ★ 5
SageOak Financial, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Tulsa, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Tulsa-Specific Expertise
For Tulsa residents working in Energy, Aerospace, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Tulsa's energy sector dominance poses economic risks; housing market shows signs of volatility. Prepare for tornadoes and flooding; diversify investments.

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