Company lists · Data refreshed November 2026

Top 24 Concierge wealth services based in Tulsa, United States

Name: Concierge wealth services based in Tulsa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 54 companies tracked

RevenueBase identified 54 company matches for concierge wealth services associated with Tulsa, United States as of November 2026 and tracks 2,537 professional contacts across them, including 124 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Tulsa has 54.

This list covers company matches for concierge wealth services 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 November 6, 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 Nov 6, 2026 How this list was built

54Companies

2,537Contacts tracked

124Verified emails

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The 24 largest concierge wealth services based in Tulsa, United States

Ranked by team size

Top 24 of 54 company matches for concierge wealth services based in Tulsa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Bank Of Oklahoma	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,174 contacts →
	Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Trust Company Of Oklahoma	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	51-200	90 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 · Nov 6, 2026 · View company records in RevenueBase
3	Capital Advisors	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	51-200	31 contacts →
	Exact match “Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Scissortail Wealth Management	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
5	Council OAK Wealth Advisors	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
6	Melia Advisory Group	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	11-50	10 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 · Nov 6, 2026 · View company records in RevenueBase
7	Strategic Financial Services, P.C	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “We specialize in Family Office/ Concierge services, managing and directing the financial and personal affairs of high net worth individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Integrated Financial	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	7 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 · Nov 6, 2026 · View company records in RevenueBase
9	Edison Wealth Strategies	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “For more than 15 years, Edison Wealth Strategies has helped busy professionals, business owners, and families make financial decisions that shape their lives for the better.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Burkholder Wealth Management	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
11	JM Brown Financial Partners	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
12	Olistico Wealth	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Olistico Wealth is a private, independent wealth advisory firm for ultra-high net worth families in the Midwest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Financial Design CO	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
14	Chartmark Investments, INC	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Bamboo Financial Partners	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “At our firm you're not clients-we're partners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Longbow Asset Management Company	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
17	J Taylor Private Wealth	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
18	Butterworth Financial Group	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
19	First State Investment Advisors, INC	Exact match	Tulsa, United StatesHQ recorded Nov 6, 2026	1-10	2 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 · Nov 6, 2026 · View company records in RevenueBase
20	Meliora Capital	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Meliora Capital provides fee-based investment management services to high net worth individuals and institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Smiley Elmore & Associates, Investments And Insurance	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “We are a Holistic Independent Wealth Management firm and we can assist you with many aspects of your financial world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	1522 Financial	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “1522 Financial is an independent, boutique wealth management firm headquartered in Tulsa, OK.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Styled Wealth	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Financial planning and investment management for impact-driven people, bringing their unique vision of a wealthy life to reality.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Woodland Wealth Management	Exact match	Tulsa, OK, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Securities offered through Geneos Wealth Management, Inc.(Member FINRA/SIPC).” Recorded in the RevenueBase company graph · Nov 6, 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 “concierge wealth services”. 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 24 of 54 concierge wealth services based in Tulsa, United States

See the full list, filter by size, metro and specialty, and access 124 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Tulsa, United States at a glance

As of Nov 6, 2026

4.9%Verified-email coverage

47.0Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

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 54 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 “concierge wealth services” 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 124 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 November 6, 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.

Concierge wealth services 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Tulsa, United States?

RevenueBase identified 54 company matches for concierge wealth services associated with Tulsa, United States as of November 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?

Bank Of Oklahoma 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 concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Tulsa has 54.

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 124 professional contacts with verified work emails tracked across these 54 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 November 6, 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.