Company lists · Data refreshed September 2026

Top 21 Wealth management law firms based in Tulsa, United States

RevenueBase identified 44 wealth management law firms headquartered in Tulsa, United States as of September 2026 and tracks 454 professional contacts across them, including 197 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Tulsa has 44.

This list covers wealth management law 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 29, 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 29, 2026 86% judged on-target in blind review
44Companies
454Contacts tracked
197Verified emails
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The 21 largest wealth management law firms based in Tulsa, United States

Ranked by team size
Top 21 of 44 wealth management law firms based in Tulsa, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management law 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
1Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 202651-200113 contacts →

Indirect evidence

“Planning for your future can feel overwhelming.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 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 29, 2026
3Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 202651-20054 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceTulsa, OK, United StatesHQ checked Sep 29, 202611-5033 contacts →

Partial evidence

“Oklahoma law firm specializing in Estate Planning, Estate Disputes, Probate and Trust Administration, Guardianship, Commercial Litigation, and Business Transactions.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 202611-5020 contacts →

Strong evidence

“A boutique wealth management firm serving successful families”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“Johnson & Jones was established in March 1994, by seven partners from the business department of a longstanding Tulsa firm.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-1012 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 29, 2026
8Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 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 29, 2026
9Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-1010 contacts →

Indirect 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 29, 2026
10Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Laurel and Riley Carbone Kern founded Tallgrass Estate Planning, LLP in 2016 in their home in Tulsa, Oklahoma.”

Source: RevenueBase Database · checked Sep 29, 2026
11Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-105 contacts →

Strong 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 29, 2026
12Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Estate Plan Tax Attorney Tulsa, Oklahoma Horizon”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-104 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 29, 2026
14Partial evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-104 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 29, 2026
15Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceTulsa, OK, United StatesHQ checked Sep 29, 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 29, 2026
17Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Estate planning, probate, adult guardianships, and litigation”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“We are a Holistic Independent Wealth Management firm and we can assist you with many aspects of your financial world.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceTulsa, OK, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Most people are anxious about leaving their loved ones vulnerable if something happens to them.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 44 wealth management law firms based in Tulsa, United States

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Wealth management law firms based in Tulsa, United States at a glance

As of Sep 29, 2026
43.4%Verified-email coverage
10.3Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
8
51-200
3

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 44 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 wealth management law 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 “wealth management law 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 wealth management law 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 wealth management law 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, 197 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 29, 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.

Wealth management law 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 wealth management law 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 wealth management law firms are there based in Tulsa, United States?

RevenueBase identified 44 wealth management law 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?

OATH, headquartered in Tulsa, tops this list with the largest team on record.

Which city in the United States has the most wealth management law firms?

New York leads the United States with 471 headquartered companies, followed by Houston (208) and Atlanta (199). Tulsa has 44.

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 197 verified decision-maker contacts tracked across these 44 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 29, 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.