#1Burkholder Wealth Management
BURK HOLDINGS LLC
Based in Tulsa, OK
Retirement Plan Advisors in Tulsa County, OK
The top-ranked retirement plan advisors serving Tulsa County, OK are Burkholder Wealth Management, Cadent Capital Advisors, LLC and Corporate Consulting Group, Inc.. We list 17 retirement plan advisors serving Tulsa County, 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 Tulsa County, OK. 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 Tulsa County
#2Cadent Capital Advisors, LLC
CADENT CAPITAL ADVISORS, LLCBased in Tulsa, OK#3Corporate Consulting Group, Inc.
CORPORATE CONSULTING GROUP, INC.Based in Tulsa, OK#4Everpar Advisors LLC
EVERPAR ADVISORS LLCBased in Tulsa, OK#5Hogantaylor Wealth
DISCIPLINED INVESTMENTS, LLCBased in Tulsa, OK#6J M Brown Financial Partners
J M BROWN & ASSOCIATES, INC.Based in Tulsa, OK#7Melia Wealth LLC
MELIA GROUP LLCBased in Tulsa, OK#8Oak Creek Private Wealth Management LLC
OAK CREEK PRIVATE WEALTH MANAGEMENT LLCBased in Tulsa, OK#9Oath Planning, LLC
OATH PLANNING, LLCBased in Tulsa, OK#10Olistico Wealth, LLC
OLISTICO WEALTH, LLCBased in Tulsa, OK
7 more providers serving this area
- Relation Wealth Management, Inc., Bixby, OK
- Sageoak Financial, LLC, Tulsa, OK
- Sustainable Advisors Alliance LLC, Tulsa, OK
- The Legacy Financial Group, Inc., Tulsa, OK
- Trinity Strategic Wealth, Tulsa, OK
- Warburton Capital Management, LLC, Tulsa, OK
- Sutterfield Financial Group, Inc., Bartlesville, OK (43 mi)
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Frequently asked questions
How many retirement plan advisors serve Tulsa County?
We list 17 retirement plan advisors serving Tulsa County, OK: 16 based there and 1 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 Tulsa County?
The top-ranked retirement plan advisors serving Tulsa County, OK are Burkholder Wealth Management, Cadent Capital Advisors, LLC, Corporate Consulting Group, Inc., Everpar Advisors LLC and Hogantaylor Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tulsa County are verified against official records?
10 of the top 10 match an active official record: Burkholder Wealth Management (U.S. Securities and Exchange Commission), Cadent Capital Advisors, LLC (U.S. Securities and Exchange Commission), Corporate Consulting Group, Inc. (U.S. Securities and Exchange Commission), Everpar Advisors 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 .
Cities in Tulsa County
Communities served
Sand Springs, Glenpool, Collinsville, Skiatook, Turley, Oakhurst, Sperry, Leonard, Liberty, Lotsee