#1Corporate Consulting Group, Inc.
CORPORATE CONSULTING GROUP, INC.
Serves this area from Tulsa, OK (13 mi)
Retirement Plan Advisors in Owasso, OK
The top-ranked retirement plan advisors serving Owasso, OK are Corporate Consulting Group, Inc., Oak Creek Private Wealth Management LLC and Hogantaylor Wealth. We list 17 retirement plan advisors serving Owasso, 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 Owasso, OK (Tulsa 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 Owasso
#2Oak Creek Private Wealth Management LLC
OAK CREEK PRIVATE WEALTH MANAGEMENT LLCServes this area from Tulsa, OK (13 mi)#3Hogantaylor Wealth
DISCIPLINED INVESTMENTS, LLCServes this area from Tulsa, OK (13 mi)#4Sustainable Advisors Alliance LLC
SUSTAINABLE ADVISORS ALLIANCE LLCServes this area from Tulsa, OK (13 mi)#5Melia Wealth LLC
MELIA GROUP LLCServes this area from Tulsa, OK (14 mi)#6Oath Planning, LLC
OATH PLANNING, LLCServes this area from Tulsa, OK (14 mi)#7The Legacy Financial Group, Inc.
THE LEGACY FINANCIAL GROUP, INC.Serves this area from Tulsa, OK (15 mi)#8Sageoak Financial, LLC
SAGEOAK FINANCIAL, LLCServes this area from Tulsa, OK (16 mi)#9Warburton Capital Management, LLC
WARBURTON CAPITAL MANAGEMENT, LLCServes this area from Tulsa, OK (16 mi)#10Everpar Advisors LLC
EVERPAR ADVISORS LLCServes this area from Tulsa, OK (16 mi)
7 more providers serving this area
- Olistico Wealth, LLC, Tulsa, OK (16 mi)
- J M Brown Financial Partners, Tulsa, OK (16 mi)
- Trinity Strategic Wealth, Tulsa, OK (17 mi)
- Cadent Capital Advisors, LLC, Tulsa, OK (18 mi)
- Burkholder Wealth Management, Tulsa, OK (19 mi)
- Relation Wealth Management, Inc., Bixby, OK (19 mi)
- Sutterfield Financial Group, Inc., Bartlesville, OK (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Owasso?
We list 17 retirement plan advisors serving Owasso, OK: 0 based there and 17 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 Owasso?
The top-ranked retirement plan advisors serving Owasso, OK are Corporate Consulting Group, Inc., Oak Creek Private Wealth Management LLC, Hogantaylor Wealth, Sustainable Advisors Alliance LLC and Melia Wealth LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Owasso are verified against official records?
10 of the top 10 match an active official record: Corporate Consulting Group, Inc. (U.S. Securities and Exchange Commission), Oak Creek Private Wealth Management LLC (U.S. Securities and Exchange Commission), Hogantaylor Wealth (U.S. Securities and Exchange Commission), Sustainable Advisors Alliance LLC (U.S. Securities and Exchange Commission) and Melia Wealth LLC (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 .