Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Tulsa, United States

Name: Asset management consulting firms based in Tulsa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 56 companies tracked

RevenueBase identified 56 company matches for asset management consulting firms associated with Tulsa, United States as of September 2026 and tracks 455 professional contacts across them, including 191 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Tulsa has 56.

This list covers company matches for asset management consulting firms associated with Tulsa, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

56Companies

455Contacts tracked

191Verified emails

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The 25 largest asset management consulting firms based in Tulsa, United States

Ranked by team size

Top 25 of 56 company matches for asset management consulting firms based in Tulsa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	OATH	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	51-200	113 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Trust Company Of Oklahoma	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	51-200	87 contacts →
	Exact match “Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Capital Advisors	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	51-200	54 contacts →
	Exact match “Founded in 1978, Capital Advisors is a wealth management firm with over $7B in assets under management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Cadent Capital Advisors, LLC	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	12 contacts →
	Exact match “Our team’s goal is to exceed client expectations by providing holistic advice on the entirety of your financial life.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Scissortail Wealth Management	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	11 contacts →
	Exact match “At Scissortail Wealth Management, founded by partners Rich Howard and Todd Welsh, we believe that financial advisory services should be shaped by the unique needs of each client…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Council OAK Wealth Advisors	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “The Council Oak Tree, located in Tulsa, is the site the Creek Nation Indians chose as their council ground where elders held gatherings, tribal ceremonies and feasts.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Melia Advisory Group	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “Financial Advisor Tulsa OK \| Melia Advisory Group is dedicated to helping our clients make informed, confident decisions about financial planning and investing.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Sageoak Financial, LLC	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Integrated Financial	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Integrated Financial is a successful private business founded in 1983 with its roots dating back 50 years with Michael Noland as the founder.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Burkholder Wealth Management	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	JM Brown Financial Partners	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “J M Brown Financial Partners is an independent financial planning firm in Tulsa, Oklahoma.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Summit Wealth Group	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Founded in 2010, Summit Wealth Group has grown from the California Bay Area to a firm with offices across the nation, serving clients through holistic financial planning and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Financial Design CO	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “We are dedicated to help you succeed by providing a variety of services tailored to your specific needs.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Financial Builders LLC	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Our reasons for becoming financial professionals are deeply personal.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	First State Investment Advisors, INC	Exact match	Tulsa, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We are a local, independent investment advisor with over 50 years of history in the Tulsa area.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Future U Financial, INC	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Advice Only Financial Planning & Wealth Management” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Butterworth Financial Group	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “We leverage industry professionals to custom build wealth-management solutions for each family's unique financial household.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Covenant Wealth Advisors	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Securities offered through LPL Financial, Member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Pinnacle Investment Advisors & Nafa	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Longbow Asset Management Company	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Longbow Asset Management Co is a registered investment advisory firm based out of 401 S.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	Chartmark Investments, INC	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	1522 Financial	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “1522 Financial is an independent, boutique wealth management firm headquartered in Tulsa, OK.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	Collective Wealth, LLC	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “The Wealth Collective, is a Registered Investment Advisor headquartered in Tulsa, Oklahoma.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
24	J Taylor Private Wealth	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “J Taylor Private Wealth Management is a financial consultancy firm based in Tulsa, Oklahoma.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
25	Pearl Hill Road Advisors	Exact match	Tulsa, OK, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Pearl Hill Road Advisors offers a dynamic blend of financial expertise and industry-specific insight, ensuring your company receives tailored financial strategies for sustainable…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 56 asset management consulting firms based in Tulsa, United States

See the full list, filter by size, metro and specialty, and access 191 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Tulsa, United States at a glance

As of Sep 14, 2026

42.0%Verified-email coverage

8.1Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Tulsa, so it is reported there. Company counts and contact totals on this page are exact for Tulsa, over 56 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Tulsa, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 191 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Tulsa, United States?

RevenueBase identified 56 company matches for asset management consulting firms associated with Tulsa, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

OATH tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Tulsa has 56.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 191 professional contacts with verified work emails tracked across these 56 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.