Company lists · Data refreshed September 2026

Top 17 Financial advisor recruitment firms based in Tulsa, United States

RevenueBase identified 29 financial advisor recruitment firms headquartered in Tulsa, United States as of September 2026 and tracks 121 professional contacts across them, including 69 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Tulsa has 29.

This list covers financial advisor recruitment 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
29Companies
121Contacts tracked
69Verified emails
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The 17 largest financial advisor recruitment firms based in Tulsa, United States

Ranked by team size
Top 17 of 29 financial advisor recruitment firms based in Tulsa, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisor recruitment 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
1Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-1012 contacts →

Partial 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, 2026
2Strong evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-1011 contacts →

Strong 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, 2026
3Indirect evidenceTulsa, OK, United StatesHQ checked Sep 28, 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 28, 2026
4Indirect evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“At Warburton Capital, we help our clients make work optional and maintain that status.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceTulsa, OK, United StatesHQ checked Sep 28, 202611-508 contacts →

Strong 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 28, 2026
6Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 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 28, 2026
7Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“At Baker Lewis, we help a handful of the nation’s top banks and finance companies implement key recruitment and talent management initiatives.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceTulsa, United StatesHQ checked Sep 28, 20261-103 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, 2026
11Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 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 28, 2026
12Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“CFA-Tulsa has 20 years of transactional experience and is prepared to provide each business owner the individualized attention necessary to ensure a successful sale.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Securities offered through Geneos Wealth Management, Inc.(Member FINRA/SIPC).”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceTulsa, OK, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026

Showing 17 of 29 financial advisor recruitment firms based in Tulsa, United States

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Financial advisor recruitment firms based in Tulsa, United States at a glance

As of Sep 28, 2026
57.0%Verified-email coverage
4.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
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 29 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 financial advisor recruitment 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 “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment 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, 69 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.

Financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Tulsa, United States?

RevenueBase identified 29 financial advisor recruitment 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?

Cadent Capital Advisors, LLC, headquartered in Tulsa, tops this list with the largest team on record.

Which city in the United States has the most financial advisor recruitment firms?

New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Tulsa has 29.

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 69 verified decision-maker contacts tracked across these 29 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.