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Best Financial Advisors near Jenks, Oklahoma


To help Americans find the best financial advisors in Jenks, Oklahoma, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Jenks, Oklahoma.


1. Disciplined Investments
   (918) 388-2690
2222 S. Utica Place Suite 200 Tulsa, OK

Disciplined Investments, registered in 2010, manages $354.3 million for 291 clients.

2. Andco Consulting
   (844) 442-6326
320 South Boston Ave. Suite 2200, Tulsa, Oklahoma

Andco Consulting, registered in 2001, manages $306.1 million for 11 clients.

3. Redhawk Wealth Advisors
   (952) 835-4295
2162 East 61st Street, Tulsa, Oklahoma

Redhawk Wealth Advisors, registered in 2008, manages $1.1 billion for 1,525 clients.

4. The Planning Center
   (918) 417-6747
36 East Cameron Street, Tulsa, Oklahoma

The Planning Center, registered in 2002, manages $776.5 million for 950 clients.

5. Fredric E. Russell Investment Management CO
   (918) 743-5959
2200 South Utica Place, Suite 430. Tulsa, OK

Fredric E. Russell Investment Management CO, registered in 1987, manages $122.6 million for 141 clients.

6. BKD Wealth Advisors
   (918) 584-2900
110 N. Elgin Avenue Suite 400, Tulsa, Oklahoma

BKD Wealth Advisors, registered in 1999, manages $3.2 billion for 1,517 clients.

7. Warburton Capital Management
   (918) 794-3000
15 East Fifth Street, Suite 3675. Tulsa, OK

Warburton Capital Management, registered in 2013, manages $349.2 million for 334 clients.

8. Beam Asset Management
   (985) 893-1440
10505 S 68th East Ave, Tulsa, Oklahoma

Beam Asset Management, registered in 2001, manages $555.8 million for 1,311 clients.

9. Gibraltar Capital Management
   (918) 492-4209
9125 South Toledo Avenue Tulsa, OK

Gibraltar Capital Management, registered in 2006, manages $579.0 million for 196 clients.

10. Cadent Capital Advisors
   (918) 935-3450
4525 East 91st Street Tulsa, OK

Cadent Capital Advisors, registered in 2013, manages $433.1 million for 415 clients.

11. Capital Advisors
   (918) 599-0045
2222 South Utica Place, Suite 300. Tulsa, OK

Capital Advisors, registered in 1978, manages $2.8 billion for 1,814 clients.

12. Bridgecreek Investment Management
   (918) 392-1990
4521 East 91st Street, Suite 300 Tulsa, OK

Bridgecreek Investment Management, registered in 2004, manages $750.0 million for 64 clients.

13. Castleview Wealth Advisors
   (405) 705-2906
5014 E. 101st Street Suite 100, Tulsa, Oklahoma

Castleview Wealth Advisors, registered in 2015, manages $272.0 million for 193 clients.

14. Beacon Pointe Advisors
   (918) 877-2674
1831 E 71st Street, Tulsa, Oklahoma

Beacon Pointe Advisors, registered in 2002, manages $9.9 billion for 4,337 clients.

15. SMS Financial & Investment Management
   (918) 481-6262
4111 S. Darlington, Suite 120. Tulsa, OK

SMS Financial & Investment Management, registered in 2008, manages $170.8 million for 80 clients.

16. Melia Wealth Advisory Group
   (918) 794-9290
5424 S. Memorial Drive, Building E. Tulsa, OK

Melia Wealth Advisory Group, registered in 2017, manages $224.4 million for 946 clients.

17. Autumn Glory Partners
   (918) 960-3112
4200 East Skelly Drive, Suite 540, Tulsa, Oklahoma

Autumn Glory Partners, registered in 2017, manages $340.3 million for 18 clients.

18. Pinnacle Investment Advisors
   (918) 582-6864
233 South Detroit Avenue, Suite 100 Tulsa, OK

Pinnacle Investment Advisors, registered in 2000, manages $425.7 million for 370 clients.

19. Lexaurum Advisors
   (918) 627-3700
6964 South 69th East Avenue, Tulsa, Oklahoma

Lexaurum Advisors, registered in 2016, manages $420.7 million for 987 clients.

20. Lexaurum Advisors
   (918) 627-3700
Multiple Locations

Lexaurum Advisors, registered in 2016, manages $420.7 million for 987 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Oklahoma


Bethany, Oklahoma Broken Arrow, Oklahoma Edmond, Oklahoma Jenks, Oklahoma OKC, Oklahoma Oakhurst, Oklahoma Oklahoma City, Oklahoma SS, Oklahoma Sand Springs, Oklahoma Tulsa, Oklahoma

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