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.

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.