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.

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.

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.

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.

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.

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.

Warburton Capital Management, LLC is a distinguished investment advisory firm located in Tulsa, OK. With a team of nine dedicated professionals, eight of whom specialize in providing comprehensive investment advisory services, the firm is committed to helping clients achieve their financial goals. Drawing from their extensive expertise, Warburton Capital Management, LLC manages an impressive average of approximately $65,160,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is designed to suit clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. With a robust client base of over 260 individuals, the firm oversees assets totaling more than $498,629,000. While the majority of these assets are managed on behalf of high-net-worth individuals, Warburton Capital Management, LLC also has the capability to handle employer funds, although 401(k) and individual accounts represent less than 30% of their assets under management. Warburton Capital Management, LLC distinguishes itself by exclusively providing discretionary asset management, instilling trust and confidence in their clients. Located in Tulsa, OK, the firm operates from a single office and has become an integral part of the local investment advisory landscape. Notably, the firm boasts a team of seasoned advisors, including Isaac Hutchins, Jonathan Hall, and Thomas Warburton, who have been instrumental in delivering exceptional service to their clients over the years.

Cadent Capital Advisors, LLC is a well-established local investment advisory firm based out of Tulsa, OK. With a team of 10 dedicated professionals, they specialize in providing top-notch investment advisory services to a wide range of clients. Seven of their employees are specifically focused on offering investment advisory services, ensuring clients receive personalized attention and expert guidance. As an experienced firm, Cadent Capital Advisors manages an impressive average of approximately $69,690,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, catering to the diverse needs of their clientele. The firm boasts a significant client base, with over 350 individual clients and assets under management totaling more than $565,874,000. Cadent Capital Advisors primarily manages assets for high net worth individuals, with a focus on serving their unique investment objectives. While less than 30% of their assets under management come from 401K and individual accounts, they possess the capability to effectively manage employer funds as well. With an impressive 86% of their managed assets being discretionary, Cadent Capital Advisors ensures clients can trust their experienced team to make informed investment decisions on their behalf. The firm operates from two offices, providing accessibility and convenience to their valued clients. Cadent Capital Advisors takes pride in their team of highly skilled advisors, some of whom have been with the firm for many years. Notable individuals include David Foley, Ann Dagg, and Philip Mooberry, who contribute their extensive expertise and industry knowledge to the success of the firm.

Wallace Hart Capital Management is a highly regarded investment advisory firm based out of Lexington, KY. With over 150 individual clients and a substantial $214,692,000 in assets under management, they have established themselves as a trusted partner for individuals seeking comprehensive financial guidance. While their portfolio includes a diverse range of investments, 401K and individual accounts represent less than 30% of their assets. However, the firm possesses the expertise and capability to effectively manage employer funds, broadening their scope of services. Notably, 82% of the assets they manage are discretionary, highlighting their ability to make strategic investment decisions on behalf of their clients. The majority of the assets they manage are for high net worth individuals, who rely on Wallace Hart Capital Management's expertise to preserve and grow their wealth. The firm's compensation structure includes various models, such as a percentage of assets under management and performance-based fees, ensuring alignment of interests between clients and the firm. With a total of three employees, including two dedicated investment advisors, Wallace Hart Capital Management maintains a close-knit team focused on delivering personalized and attentive service. Their average assets under management per investment advisor, approximately $107,350,000, falls in line with the industry average. The firm takes pride in its experienced team, with advisors like Michael Hart, Jeremy Wallace, and Jessica Bedell boasting long tenures with the company. These individuals bring a wealth of knowledge and expertise to the table, further solidifying Wallace Hart Capital Management's reputation as a trusted partner in wealth management and investment advisory services.

Sutterfield Financial Group, Inc., a local investment advisory firm headquartered in Bartlesville, OK, is dedicated to providing comprehensive financial services to its clients. With a team of 17 professionals, including 13 experienced investment advisors, they offer expert guidance and management to individuals, employer 401Ks, and other entities. Their average assets under management per investment advisor amount to approximately $56,680,000, which falls within the industry average. Sutterfield Financial Group, Inc. prides itself on its extensive experience in the employer 401K and individual investment space, accounting for around half of their impressive $174,816,000 in assets under management. They have built a strong track record in this area, earning the trust of their clients through sound financial advice and reliable results. Remarkably, 95% of the assets they manage are under their discretionary control, allowing for flexibility and proactive decision-making. In addition to their investment advisory services, Sutterfield Financial Group, Inc. offers a range of complementary services to meet their clients' diverse needs. These services include acting as a registered representative of a broker-dealer, insurance broker or agent, as well as providing accounting services through their in-house accounting firm. With five offices across the region, Sutterfield Financial Group, Inc. is well-positioned to serve clients throughout the area. The firm boasts a team of highly tenured advisors, including Aaron Kvistero, Jason Tinklenberg, and Trevor Sutterfield, who bring a wealth of experience and expertise to their respective roles. Sutterfield Financial Group, Inc. is committed to helping individuals and organizations achieve their financial goals by providing personalized strategies, prudent investment management, and exceptional service.