Sustainable Advisors Alliance LLC is a well-established local investment advisory firm headquartered in Tulsa, OK, with seven offices serving a diverse clientele. With over 370 individual clients and a combined total of more than $168,439,000 in assets under management, the firm is trusted with substantial portfolios. A notable aspect of Sustainable Advisors Alliance LLC's expertise lies in managing employer 401K plans and individual accounts, which constitute around half of their assets under management. This extensive experience showcases their proficiency in the retirement planning and wealth management space. An impressive 99% of the assets they manage are under discretionary management, highlighting the trust clients place in the firm's investment strategies and decision-making processes. The firm's compensation structure offers several options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to select a fee structure that aligns with their preferences and financial objectives. With a team of five dedicated professionals, all of whom provide investment advisory services, Sustainable Advisors Alliance LLC has an average of approximately $33,690,000 in assets under management per advisor. This demonstrates their ability to effectively handle substantial portfolios and deliver personalized financial guidance. Janet Bryan, Krista Strohoffer, and Julie Skye are among the longest-tenured advisors at the firm, bringing their extensive experience and expertise to serve clients' needs. As a local investment advisory firm, Sustainable Advisors Alliance LLC's presence in Tulsa, OK, combined with their focus on sustainability and responsible investing, positions them as a trusted partner for individuals seeking comprehensive and socially conscious investment advisory services.

Transcendent Capital Group, headquartered in Edmond, OK, is a reputable local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 9 skilled professionals, including 7 experienced investment advisors, they offer a wide range of services tailored to meet their clients' individual needs. Their commitment to excellence is evident in the impressive average of $86,510,000 in assets under management per investment advisor, aligning with industry standards. The firm serves a diverse clientele, boasting over 370 individual clients and managing more than $241,250,000 in assets. Notably, they have garnered significant expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. Transcendent Capital Group adopts a discretionary approach, ensuring that all assets under their management receive expert attention and strategic decision-making. Their compensation structure is designed to align the firm's success with that of their clients, including performance-based fees, thereby fostering a mutually beneficial relationship. Operating from a single office in Edmond, Transcendent Capital Group has established strong roots in the local community. The firm takes pride in its team of highly tenured advisors, including notable individuals like Grant Tarrant, Bill Johnson, and David Ferrell, who bring a wealth of experience and expertise to the table. With a steadfast commitment to delivering personalized financial advice and exceptional service, Transcendent Capital Group continues to be a trusted partner for individuals and organizations seeking to transcend their financial goals.

Melia Wealth LLC is a small investment advisory firm headquartered in Tulsa, OK, boasting a single office location. With a team of four dedicated professionals, Melia Wealth LLC exclusively focuses on providing top-notch investment advisory services to its clients. Their impressive average of approximately $102,360,000 in assets under management per investment advisor positions them favorably within the industry. The compensation structure at Melia Wealth LLC encompasses various types, including a percentage of assets under management. Remarkably, around half of their assets under management stem from employer 401Ks or individual clients, showcasing their expertise and success in this particular area. It is worth noting that all of the assets managed by the firm, totaling $409,430,000, are handled on a discretionary basis. Boasting an extensive client base, Melia Wealth LLC caters to over 1,230 individual clients. The firm takes pride in their ability to effectively manage the diverse financial needs of their clients while consistently delivering exceptional results. The longevity of several key advisors at the firm, such as Rebecca Benanzer, Bret Travis, and Gregory Melia, further adds to the depth of experience and stability that Melia Wealth LLC offers. Melia Wealth LLC stands out as a reputable investment advisory firm with a strong track record and a commitment to delivering personalized financial solutions to its clients. With their average assets under management, well-established expertise in employer 401Ks and individual investments, and a team of seasoned advisors, Melia Wealth LLC is poised to continue providing exceptional service in the competitive financial industry.

The Advisory Resource Group, LLC is a reputable investment advisory firm operating out of Tulsa, OK. With four strategically located offices, they are well-positioned to serve a diverse clientele. Comprised of a dedicated team of professionals, The Advisory Resource Group, LLC boasts a total of 12 employees, with seven experts specializing in investment advisory services. On average, each investment advisor manages approximately $86,570,000 in assets under management, a figure that aligns with industry standards. Their compensation structure is designed to provide flexibility, incorporating a variety of methods such as a percentage of assets under management and hourly charges. A noteworthy aspect of The Advisory Resource Group, LLC's portfolio is their extensive experience in managing assets from employer 401Ks and individual investors. These sources account for roughly half of their assets under management, indicating their proficiency in this particular market segment. Impressively, 76% of the assets managed by The Advisory Resource Group, LLC are discretionary, showcasing their clients' trust in their investment strategies and decision-making abilities. Currently, the firm serves a substantial client base of over 570 individuals, with total assets under management surpassing $605,989,000. The Advisory Resource Group, LLC takes pride in the expertise and longevity of their team, with esteemed advisors like Jason Scarcella, Andrew Aldredge, and Benjamin Steele among their ranks. These individuals bring a wealth of knowledge and experience to the firm, further strengthening its standing in the investment advisory field.

F.I.G. Financial Advisory Services, Inc. is a small investment advisory firm based out of Oklahoma City, OK, specializing in providing comprehensive financial solutions to a diverse clientele. With three highly skilled employees, they offer personalized investment advisory services to their clients. The firm's exceptional expertise and dedication have earned them a remarkable reputation in the industry. The average assets under management per investment advisor at F.I.G. Financial Advisory Services, Inc. stand at an impressive $2,739,160,000, significantly surpassing the industry average. This outstanding figure is a testament to their ability to effectively manage and grow their clients' investments. The firm's compensation structure includes a variety of options, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial goals. With over 200 individual clients and over $137,808,000 in assets under management, F.I.G. Financial Advisory Services, Inc. has established a strong presence in the market. Their extensive experience and success in managing employer 401Ks and individual portfolios have further solidified their position as a trusted partner in the financial planning arena. F.I.G. Financial Advisory Services, Inc. operates from a single office, where their team of dedicated professionals works tirelessly to provide exceptional service and strategic guidance to their valued clients. Among their accomplished advisors, Christopher Jurrens, Samuel Jurrens, and Ricky Jurrens hold the distinction of being some of the longest tenured professionals at the firm, bringing a wealth of knowledge and expertise to their clients' financial journeys. With all assets under management being discretionary, F.I.G. Financial Advisory Services, Inc. maintains full authority to make investment decisions on behalf of their clients, ensuring a proactive approach and optimal outcomes. Their commitment to excellence, client-centric approach, and impressive track record make them a leading choice for individuals seeking reliable financial advisory services in Oklahoma City, OK, and beyond.

Fredric E. Russell Investment Management Co., located in Tulsa, OK, is a reputable investment advisory firm specializing in managing assets for high net worth individuals. With over 50 individual clients and an impressive $144,400,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from a single office, Fredric E. Russell Investment Management Co. offers a range of services tailored to meet the unique financial goals of their clients. While employer funds constitute a significant portion of their managed assets, the firm also handles 401K and individual accounts, which collectively make up less than 30% of their portfolio. Notably, all assets under their management are discretionary, allowing for a high degree of flexibility and personalized investment strategies. The company employs a team of five professionals, with three dedicated to providing investment advisory services. Each investment advisor at Fredric E. Russell Investment Management Co. manages an average of approximately $48,130,000 in assets, aligning with industry standards. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a strong incentive to achieve optimal results for their clients. Fredric Russell, the firm's founder, has been a registered advisor since 1987, making him one of the most experienced and longest-tenured professionals in the field. With a commitment to delivering exceptional service and leveraging their expertise in investment management, Fredric E. Russell Investment Management Co. continues to build long-term relationships with clients, helping them navigate the complexities of the financial markets and pursue their financial objectives.

Phillips Capital Advisors, Inc. is a reputable investment advisory firm located in Oklahoma City, OK. With 17 dedicated employees, 15 of whom are specialized in providing comprehensive investment advisory services, they offer expertise and guidance to a diverse clientele. The firm's average assets under management per investment advisor are approximately $90,210,000, in line with industry standards. The compensation structure at Phillips Capital Advisors, Inc. encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients can choose the option that best suits their needs and goals. With an impressive portfolio, Phillips Capital Advisors, Inc. manages over $514,657,000 in assets, serving more than 450 individual clients. While their primary focus lies outside of 401K and individual accounts, which constitute less than 30% of their assets under management, they possess the capability to effectively manage employer funds as well. Notably, 26% of the assets they oversee are managed on a discretionary basis. As a local firm deeply rooted in Oklahoma City, Phillips Capital Advisors, Inc. operates from four conveniently located offices. The company boasts a team of experienced professionals, including Eric Davis, James Stevens, and Thompson Phillips, who have been with the firm for a significant period, contributing their wealth of knowledge and expertise to the success of the organization. Phillips Capital Advisors, Inc. prides itself on delivering tailored investment advisory services to help clients navigate the complexities of the financial market and achieve their long-term financial goals.

FMI, a local investment advisory firm based out of Ardmore, OK, caters to a diverse clientele of over 720 individual clients, entrusting them with a substantial $209,324,000 in assets under management. With a sole office in the area, FMI has established itself as a reputable player in the investment advisory industry, particularly excelling in managing employer 401Ks and individual assets. The firm boasts extensive experience and a comprehensive understanding of the intricacies within this space. FMI's compensation structure is multifaceted, accommodating various preferences of their clients. It includes options such as a percentage of assets under management and fixed fees, ensuring flexibility and customization to meet clients' unique needs. The firm operates with utmost discretion, managing 100% of their clients' assets on a discretionary basis, providing them with peace of mind and a hands-off approach to their investments. With a dedicated team of six employees, FMI places high value on their expert investment advisory services. Their advisors have an impressive average of approximately $41,860,000 in assets under management per advisor, highlighting their ability to handle substantial portfolios. FMI takes pride in their experienced staff, including the firm's longest-tenured advisors, Allen Bynum, Kayla Tweedy, and Michael Whitson, who have played instrumental roles in the firm's growth and success. By combining their local presence, deep expertise, and commitment to personalized service, FMI aims to continue providing exceptional investment advisory solutions to their valued clients in Ardmore, OK, and beyond.

Archambo Financial Advisors, Inc. is a small investment advisory firm based out of Bartlesville, OK, operating from a single office. With a team of five dedicated professionals, three of whom specialize in providing investment advisory services, the firm offers comprehensive financial guidance to individuals and employers. Their average assets under management per investment advisor stand at approximately $47,220,000, placing them in line with the industry average. At Archambo Financial Advisors, Inc., their compensation structure is diverse, encompassing a range of methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, around half of the assets they manage are sourced from employer 401Ks and individual investors, highlighting their expertise and experience in this particular area. All of the assets under their management are discretionary, allowing them the flexibility to make informed decisions based on their clients' financial goals. In addition to their investment advisory services, Archambo Financial Advisors, Inc. serves as a registered representative of a broker-dealer and also functions as an insurance broker or agent. With a clientele exceeding 200 individuals, the firm manages assets totaling over $141,673,000. Among their esteemed team, notable advisors include Jonathan Russell, Aaron Archambo, and Deborah Mueggenborg, whose extensive tenures contribute to the firm's wealth of knowledge and client trust. Archambo Financial Advisors, Inc. prides itself on offering personalized financial solutions, driven by a commitment to understanding their clients' unique circumstances and objectives. With a solid reputation and a proven track record of success, they continue to be a trusted resource for individuals and employers seeking expert guidance in achieving their financial aspirations.

Align Wealth Management, LLC is a small investment advisory firm based out of Oklahoma City, OK. With two offices, they provide personalized financial solutions to a diverse clientele. With a team of five employees, four of whom specialize in investment advisory services, Align Wealth Management, LLC is dedicated to delivering exceptional guidance and expertise. The firm boasts an impressive average of approximately $103,850,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, incorporating various types, such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, Align Wealth Management, LLC possesses the expertise and capability to manage employer funds, ensuring comprehensive financial management solutions. Operating on a discretionary basis, the firm manages 100% of the assets entrusted to them. Their client base primarily consists of high net worth individuals, with over 160 individual clients and an impressive $415,407,000 in assets under management. Align Wealth Management, LLC takes pride in establishing long-lasting client relationships, and their success can be attributed to their team of seasoned advisors. Notably, the firm boasts a group of highly experienced advisors, including Joseph Flinton, William Puckett, and Dennis Packard. With their extensive knowledge and industry insights, these advisors play a vital role in guiding clients towards achieving their financial goals. Align Wealth Management, LLC is committed to providing exceptional financial management services, tailored to meet the unique needs of their clients. With their expertise, personalized approach, and focus on building enduring relationships, they continue to be a trusted partner in wealth management.

The Legacy Financial Group, Inc. is a small investment advisory firm based out of Tulsa, OK. With a team of 8 dedicated professionals, they specialize in providing comprehensive financial services to their clients. Four of their employees serve as investment advisors, offering expert guidance and management of their clients' investment portfolios. The Legacy Financial Group, Inc. manages an impressive average of approximately $85,680,000 in assets under management per investment advisor, which falls within the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually aligned approach with their clients' financial goals. With a client base of over 100 individuals, The Legacy Financial Group, Inc. oversees more than $335,700,000 in assets under management. The majority of these assets are held by high net worth individuals, while 401K and individual accounts make up less than 30% of their portfolio. However, the firm does possess the capability to manage employer funds, showcasing their versatility in catering to different client needs. In addition to their investment advisory services, The Legacy Financial Group, Inc. also operates as an insurance broker or agent, offering comprehensive coverage options to further safeguard their clients' financial well-being. Situated in Tulsa, OK, The Legacy Financial Group, Inc. operates from a single office location. The firm boasts a team of experienced professionals, including long-tenured advisors Keegan King, James Killingsworth, and Kevin King, who bring a wealth of expertise and insight to their clientele.

Olistico Wealth, LLC, a small investment advisory firm based out of Tulsa, OK, is committed to providing comprehensive financial solutions to its diverse clientele. With a team of four dedicated professionals, all of whom provide investment advisory services, the firm delivers personalized guidance to meet the unique needs of each client. Olistico Wealth, LLC maintains an average of approximately $59,760,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring that their interests are closely aligned with their clients' success. With a focus on high-net-worth individuals, the firm manages a significant portion of assets on behalf of their esteemed clients. They currently serve over 70 individual clients, expertly managing a substantial $169,157,000 in assets. While 401K and individual accounts account for less than 30% of their assets under management, Olistico Wealth, LLC possesses the capability to effectively manage employer funds. A notable aspect of their operations is the discretionary management of 97% of the assets they oversee, granting them the authority to make informed investment decisions on behalf of their clients. Additionally, the firm provides insurance brokerage and agent services, further expanding their comprehensive offerings. Located in Tulsa, OK, Olistico Wealth, LLC operates from a single office, ensuring close proximity to their clients. The firm takes pride in the expertise and longevity of its advisors, including Justin McCormick, William Jezek, and Anthony Jezek, who bring a wealth of experience and knowledge to the table. By delivering tailored financial strategies and exemplary service, Olistico Wealth, LLC aims to build enduring relationships and help clients achieve their financial goals.