Company lists · Data refreshed September 2026

Top 22 Investment firms based in Tulsa, United States

RevenueBase identified 39 investment firms headquartered in Tulsa, United States as of September 2026 and tracks 194 professional contacts across them, including 81 with verified work emails. New York is the largest hub.

This list covers 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
39Companies
194Contacts tracked
81Verified emails
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The 22 largest investment firms based in Tulsa, United States

Ranked by team size
Top 22 of 39 investment firms based in Tulsa, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Black Gold GroupIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 202611-5014

“Black Gold Group is a leading private equity firm based in Tulsa, Oklahoma.”

Source: company website · checked Sep 4, 2026
2Tulsa, OK, United StatesHQ checked Sep 4, 20261-1011

“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: company website · checked Sep 4, 2026
3
Council OAK Wealth AdvisorsIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-1010

“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: company website · checked Sep 4, 2026
4
Melia Advisory GroupIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 202611-508

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

Source: company website · checked Sep 4, 2026
5
Achieve Capital LLCStrong evidence
Tulsa, OK, United StatesHQ checked Sep 4, 202611-506

“Achieve Capital is a niche private equity firm focused on acquisitions and investments in small to medium sized growth-oriented companies in all industries.”

Source: company website · checked Sep 4, 2026
6Tulsa, OK, United StatesHQ checked Sep 4, 20261-106

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

Source: company website · checked Sep 4, 2026
7
Sageoak Financial, LLCIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-106
Source: company website · checked Sep 4, 2026
8Tulsa, OK, United StatesHQ checked Sep 4, 20261-104

“Jackson Hole Capital Partners was founded in 2017 in partnership with the Biolchini Family of Tulsa, Oklahoma.”

Source: company website · checked Sep 4, 2026
9Tulsa, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
10
Kainon CapitalIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-103
Source: company website · checked Sep 4, 2026
11Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
12
Covenant Wealth AdvisorsIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
13
Chartmark Investments, INCIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102
Source: company website · checked Sep 4, 2026
14
1522 FinancialIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
15
Alchemy Capital, LLCIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

“Alchemy Capital, LLC is a private equity company managed from Tulsa, OK.”

Source: company website · checked Sep 4, 2026
16Tulsa, OK, United StatesHQ checked Sep 4, 20261-102
Source: company website · checked Sep 4, 2026
17
J Taylor Private WealthIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
18
Bamboo Financial PartnersIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

“At our firm you're not clients-we're partners.”

Source: company website · checked Sep 4, 2026
19
Butterworth Financial GroupIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
20
Collective Wealth, LLCStrong evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
21
Woodland Wealth ManagementIndirect evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
22
Meliora CapitalStrong evidence
Tulsa, OK, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026

Showing 22 of 39 investment firms based in Tulsa, United States

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Investment firms based in Tulsa, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
31
11-50
8

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Tulsa, over 39 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among 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 an evidence 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, 81 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Tulsa, United States?

RevenueBase identified 39 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?

Black Gold Group, headquartered in Tulsa, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 81 verified decision-maker contacts tracked across these 39 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 4, 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.