Company lists · Data refreshed September 2026

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

RevenueBase identified 56 asset management consulting firms headquartered in Tulsa, United States as of September 2026 and tracks 455 professional contacts across them, including 191 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Tulsa, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
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 asset management consulting firms based in Tulsa, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 202651-200113 contacts →

Indirect evidence

“Planning for your future can feel overwhelming.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 202651-20087 contacts →

Indirect evidence

“Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceTulsa, OK, United StatesHQ checked Sep 14, 202651-20054 contacts →

Strong evidence

“Founded in 1978, Capital Advisors is a wealth management firm with over $7B in assets under management.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-1012 contacts →

Indirect evidence

“Our team’s goal is to exceed client expectations by providing holistic advice on the entirety of your financial life.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-1010 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 202611-508 contacts →

Indirect evidence

“Financial Advisor Tulsa OK | Melia Advisory Group is dedicated to helping our clients make informed, confident decisions about financial planning and investing.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Integrated Financial is a successful private business founded in 1983 with its roots dating back 50 years with Michael Noland as the founder.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Burkholder Wealth Management (BWM) was founded in 2019 to serve clients in a deeper way than traditional financial planning.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“J M Brown Financial Partners is an independent financial planning firm in Tulsa, Oklahoma.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“We are dedicated to help you succeed by providing a variety of services tailored to your specific needs.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Our reasons for becoming financial professionals are deeply personal.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceTulsa, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We are a local, independent investment advisor with over 50 years of history in the Tulsa area.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“Advice Only Financial Planning & Wealth Management

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“We leverage industry professionals to custom build wealth-management solutions for each family's unique financial household.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Securities offered through LPL Financial, Member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Longbow Asset Management Co is a registered investment advisory firm based out of 401 S.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“1522 Financial is an independent, boutique wealth management firm headquartered in Tulsa, OK.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“The Wealth Collective, is a Registered Investment Advisor headquartered in Tulsa, Oklahoma.”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“J Taylor Private Wealth Management is a financial consultancy firm based in Tulsa, Oklahoma.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceTulsa, OK, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Pearl Hill Road Advisors offers a dynamic blend of financial expertise and industry-specific insight, ensuring your company receives tailored financial strategies for sustainable…”

Source: RevenueBase Database · checked Sep 14, 2026

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

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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)
950.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
8
51-200
4

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Tulsa, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Tulsa are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 191 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 56 asset management consulting firms headquartered in Tulsa, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

OATH, headquartered in Tulsa, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 191 verified decision-maker contacts tracked across these 56 companies.

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 Smart Search, 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.