#1Sutterfield Financial Group, Inc.
SUTTERFIELD FINANCIAL GROUP, INC.
Based in Bartlesville, OK
Retirement Plan Advisors in Bartlesville, OK
The top-ranked retirement plan advisors serving Bartlesville, OK are Sutterfield Financial Group, Inc., Sustainable Advisors Alliance LLC and Corporate Consulting Group, Inc.. We list 17 retirement plan advisors serving Bartlesville, OK. 17 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Bartlesville, OK (Washington County). 17 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Bartlesville
#2Sustainable Advisors Alliance LLC
SUSTAINABLE ADVISORS ALLIANCE LLCServes this area from Tulsa, OK (40 mi)#3Corporate Consulting Group, Inc.
CORPORATE CONSULTING GROUP, INC.Serves this area from Tulsa, OK (40 mi)#4Oak Creek Private Wealth Management LLC
OAK CREEK PRIVATE WEALTH MANAGEMENT LLCServes this area from Tulsa, OK (41 mi)#5Hogantaylor Wealth
DISCIPLINED INVESTMENTS, LLCServes this area from Tulsa, OK (42 mi)#6Oath Planning, LLC
OATH PLANNING, LLCServes this area from Tulsa, OK (43 mi)#7The Legacy Financial Group, Inc.
THE LEGACY FINANCIAL GROUP, INC.Serves this area from Tulsa, OK (44 mi)#8Melia Wealth LLC
MELIA GROUP LLCServes this area from Tulsa, OK (45 mi)#9Everpar Advisors LLC
EVERPAR ADVISORS LLCServes this area from Tulsa, OK (46 mi)#10Olistico Wealth, LLC
OLISTICO WEALTH, LLCServes this area from Tulsa, OK (46 mi)
7 more providers serving this area
- Sageoak Financial, LLC, Tulsa, OK (46 mi)
- Warburton Capital Management, LLC, Tulsa, OK (46 mi)
- J M Brown Financial Partners, Tulsa, OK (47 mi)
- Trinity Strategic Wealth, Tulsa, OK (47 mi)
- Cadent Capital Advisors, LLC, Tulsa, OK (49 mi)
- Burkholder Wealth Management, Tulsa, OK (50 mi)
- Relation Wealth Management, Inc., Bixby, OK (50 mi)
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Frequently asked questions
How many retirement plan advisors serve Bartlesville?
We list 17 retirement plan advisors serving Bartlesville, OK: 1 based there and 16 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Bartlesville?
The top-ranked retirement plan advisors serving Bartlesville, OK are Sutterfield Financial Group, Inc., Sustainable Advisors Alliance LLC, Corporate Consulting Group, Inc., Oak Creek Private Wealth Management LLC and Hogantaylor Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bartlesville are verified against official records?
10 of the top 10 match an active official record: Sutterfield Financial Group, Inc. (U.S. Securities and Exchange Commission), Sustainable Advisors Alliance LLC (U.S. Securities and Exchange Commission), Corporate Consulting Group, Inc. (U.S. Securities and Exchange Commission), Oak Creek Private Wealth Management LLC (U.S. Securities and Exchange Commission) and Hogantaylor Wealth (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .