Company lists · Data refreshed September 2026

Top 18 Fund manager companies based in Tulsa, United States

RevenueBase identified 29 fund manager companies headquartered in Tulsa, United States as of September 2026 and tracks 241 professional contacts across them, including 95 with verified work emails. New York is the largest hub.

This list covers fund manager companies 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 19, 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 19, 2026 86% judged on-target in blind review
29Companies
241Contacts tracked
95Verified emails
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The 18 largest fund manager companies based in Tulsa, United States

Ranked by team size
Top 18 of 29 fund manager companies based in Tulsa, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: 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 19, 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 19, 2026
2Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 202651-20054 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 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 19, 2026
4Indirect evidenceTulsa, OK, United StatesHQ checked Sep 19, 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 19, 2026
5Indirect evidenceTulsa, OK, United StatesHQ checked Sep 19, 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 19, 2026
6Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 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 19, 2026
7Indirect evidenceTulsa, OK, United StatesHQ checked Sep 19, 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 19, 2026
8Indirect evidenceTulsa, United StatesHQ checked Sep 19, 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 19, 2026
9Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 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 19, 2026
10Indirect evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

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

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

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Odingard Capital Management (OCM) believes an actively managed and uniquely diversified portfolio of multiple asset classes produces long-term risk-adjusted results that…”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceTulsa, OK, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Meliora Capital provides fee-based investment management services to high net worth individuals and institutional clients.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 18 of 29 fund manager companies based in Tulsa, United States

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Fund manager companies based in Tulsa, United States at a glance

As of Sep 19, 2026
39.4%Verified-email coverage
8.3Average contacts per company
1-10Median size (employees)
1634.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
4
51-200
2

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 fund manager companies, 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 “fund manager companies”. 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 fund manager companies), 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 fund manager companies, 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, 95 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 19, 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.

Fund manager companies 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 fund manager companies, 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 fund manager companies are there based in Tulsa, United States?

RevenueBase identified 29 fund manager companies 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 has the most fund manager companies?

New York leads with 474 headquartered companies, followed by Chicago (161) and Atlanta (144).

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 95 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 19, 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.