Company lists · Data refreshed September 2026
Top 16 Family office investment firms based in Tulsa, United States
RevenueBase identified 26 family office investment firms headquartered in Tulsa, United States as of September 2026 and tracks 270 professional contacts across them, including 114 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Tulsa has 26.
This list covers family office investment 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 28, 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.
The 16 largest family office investment firms based in Tulsa, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 54 contacts → | ||||
Indirect evidence “Founded in 1978, Capital Advisors is a wealth management firm with over $7B in assets under management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Partial evidence “A boutique wealth management firm serving successful families” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “We specialize in Family Office/ Concierge services, managing and directing the financial and personal affairs of high net worth individuals and families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “Olistico Wealth is a private, independent wealth advisory firm for ultra-high net worth families in the Midwest.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “We are a local, independent investment advisor with over 50 years of history in the Tulsa area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Jackson Hole Capital Partners was founded in 2017 in partnership with the Biolchini Family of Tulsa, Oklahoma.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 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 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Longbow Asset Management Co is a registered investment advisory firm based out of 401 S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “1522 Financial is an independent, boutique wealth management firm headquartered in Tulsa, OK.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “J Taylor Private Wealth Management is a financial consultancy firm based in Tulsa, Oklahoma.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office investment firms.
- Partial evidence
- Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 26 family office investment firms based in Tulsa, United States
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Family office investment firms based in Tulsa, United States at a glance
As of Sep 28, 2026Companies by employee count
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 26 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 family office investment 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 “family office investment 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 family office investment 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 family office investment 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, 114 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 28, 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.
Family office investment firms by metro in the United States
- Family office investment firms in New York492
- Family office investment firms in Dallas186
- Family office investment firms in Chicago172
- Family office investment firms in Miami162
- Family office investment firms in Atlanta155
- Family office investment firms in Houston153
- Family office investment firms in San Diego128
- Family office investment firms in Boston125
- Family office investment firms in San Francisco124
- Family office investment firms in Los Angeles111
- Family office investment firms in Austin106
- Family office investment firms in Denver97
- Family office investment firms in Scottsdale95
- Family office investment firms in Charlotte82
- Family office investment firms in Newport Beach67
- Family office investment firms in Seattle67
- Family office investment firms in Tampa66
- Family office investment firms in Irvine63
- Family office investment firms in Cincinnati62
- Family office investment firms in Portland57
- Family office investment firms in Indianapolis54
- Family office investment firms in Minneapolis50
- Family office investment firms in Overland Park48
- Family office investment firms in Bellevue47
- Family office investment firms in Boca Raton47
- Family office investment firms in Birmingham45
- Family office investment firms in Naples45
- Family office investment firms in Pittsburgh45
- Family office investment firms in Fort Worth43
- Family office investment firms in Columbus42
- Family office investment firms in Omaha42
- Family office investment firms in Phoenix42
- Family office investment firms in Raleigh42
- Family office investment firms in Washington42
- Family office investment firms in Las Vegas40
- Family office investment firms in San Antonio40
- Family office investment firms in Sarasota39
- Family office investment firms in Cleveland38
- Family office investment firms in Nashville38
- Family office investment firms in Richmond38
- Family office investment firms in Salt Lake City38
- Family office investment firms in Madison37
- Family office investment firms in Grand Rapids36
- Family office investment firms in Louisville36
- Family office investment firms in Wilmington36
- Family office investment firms in Memphis35
- Family office investment firms in Columbia34
- Family office investment firms in Rochester33
- Family office investment firms in Jacksonville32
- Family office investment firms in Fort Lauderdale31
- Family office investment firms in Pasadena31
- Family office investment firms in Santa Barbara31
- Family office investment firms in Greenwood Village30
- Family office investment firms in Orlando30
- Family office investment firms in Walnut Creek30
- Family office investment firms in Beverly Hills29
- Family office investment firms in Coral Gables29
- Family office investment firms in Greenville29
- Family office investment firms in Charleston28
- Family office investment firms in Plano28
- Family office investment firms in Lexington27
- Family office investment firms in Springfield27
- Family office investment firms in Baton Rouge26
- Family office investment firms in Colorado Springs26
- Family office investment firms in Philadelphia26
- Family office investment firms in St. Louis25
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 family office investment 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 family office investment firms are there based in Tulsa, United States?
RevenueBase identified 26 family office investment 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?
Trust Company Of Oklahoma, headquartered in Tulsa, tops this list with the largest team on record.
Which city in the United States has the most family office investment firms?
New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Tulsa has 26.
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 114 verified decision-maker contacts tracked across these 26 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 28, 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.
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