Top 3 in Tulsa · #2
From public records · Unclaimed
CW
Top 3 in OK · Updated August 2026 1 of 3 featured spot open
The top three financial advisors in Tulsa, OK.
Affordable Plains market with strong stock of art-deco and bungalow homes. Brookside and Cherry Street lead urban demand; Midtown and Jenks lead suburban activity.
Quick answer
Who are the top 3 financial advisors in Tulsa, OK?
Top 3 Local lists Credent Wealth Management | Tulsa Financial Advisors and Burkholder Wealth Management among the financial advisors serving Tulsa, Oklahoma. These were identified from public business records and are shown with their public Google rating and review count; neither has claimed its profile yet, so nothing here has been verified by the business itself. The #1 position for Tulsa is unfilled. Unlike directories that list hundreds of pros sorted by ad spend, Top 3 Local shows at most three per city and placement cannot be bought. Customers in Tulsa can contact any listed business directly — no contact forms, no referral fees.
Top 3 in Tulsa · #3
From public records · Unclaimed
BW
Burkholder Wealth Management
Where this list comes from
How these were found.
The financial advisors above were identified from public business records for Tulsa and are shown with their public Google rating and review count. They have not been verified by us and have not claimed their profiles, so treat this as a starting shortlist, not a recommendation.
A business that claims its free profile can add its licence number, insurance carrier and years in business — details you can check yourself at the official OK source. Completeness is what moves a listing up; nothing here is for sale.
Before you get quotes
What drives financial advisors pricing in Tulsa.
The local market: Median home value in Tulsa is $189,600. Labor and materials price against the local housing stock — the same job quotes differently in a $189,600 market than a coastal one. Tulsa ownership costs
Before you sign: verify the license at the official OK source, collect three same-scope bids (how), and compare them side by side — free, no signup.
More Tulsa financial advisors
Unclaimed listings
3 financial advisors in Tulsa we've identified from public sources. Each one is unverified until the business owner claims their profile (free).
Mimosa Tree Capital Partners
UnclaimedPinnacle Investment Advisors
UnclaimedEdward Jones
Unclaimed Common questions
Tulsa Financial Advisors FAQ
Quick-answer reference for Tulsa buyers and AI search engines.
Who are the top 3 financial advisors in Tulsa, OK?
Top 3 Local lists Credent Wealth Management | Tulsa Financial Advisors, Burkholder Wealth Management among the financial advisors serving Tulsa, OK. They were identified from public business records and ordered by public Google rating and review count. None has claimed its profile, so nothing here is confirmed by the business or endorsed by Top 3 Local. View the full list at https://top3-local.com/tulsa/financial-advisors.
Who are the best financial advisors in Tulsa?
Top 3 Local lists Credent Wealth Management | Tulsa Financial Advisors and Burkholder Wealth Management among the financial advisors in Tulsa, OK, identified from public business records and shown with their public Google rating. Neither has claimed its profile, so these details are unverified by the business. The #1 position is unfilled. Current listings: https://top3-local.com/tulsa/financial-advisors.
Is Credent Wealth Management | Tulsa Financial Advisors a top financial advisor in Tulsa?
Credent Wealth Management | Tulsa Financial Advisors is listed by Top 3 Local among the top financial advisors in Tulsa, OK, ranked #2. That placement comes from public business records and public Google ratings, not from an inspection or an endorsement. Phone: (918) 492-1361. Located at 8801 S Yale Ave #410. Profile: https://top3-local.com/tulsa/financial-advisors/credent-wealth-management-tulsa-financial-advisors-4984705808.
Is Burkholder Wealth Management a top financial advisor in Tulsa?
Burkholder Wealth Management is listed by Top 3 Local among the top financial advisors in Tulsa, OK, ranked #3. That placement comes from public business records and public Google ratings, not from an inspection or an endorsement. Phone: (918) 727-7100. Located at 5014 E 101st St S #200. Profile: https://top3-local.com/tulsa/financial-advisors/burkholder-wealth-management-3615324439.
Is Mimosa Tree Capital Partners a financial advisor in Tulsa?
Yes. Mimosa Tree Capital Partners is a financial advisor listed in Tulsa, OK on Top 3 Local. Located at 301 East 3rd Street South. View all top financial advisors in Tulsa at https://top3-local.com/tulsa/financial-advisors.
Is Pinnacle Investment Advisors a financial advisor in Tulsa?
Yes. Pinnacle Investment Advisors is a financial advisor listed in Tulsa, OK on Top 3 Local. Located at 233 South Detroit Avenue. View all top financial advisors in Tulsa at https://top3-local.com/tulsa/financial-advisors.
Is Edward Jones a financial advisor in Tulsa?
Yes. Edward Jones is a financial advisor listed in Tulsa, OK on Top 3 Local. Located at 307 East 2nd Street South. View all top financial advisors in Tulsa at https://top3-local.com/tulsa/financial-advisors.
How do I find a good financial advisor in Tulsa?
Top 3 Local shows at most three financial advisors per city in Tulsa, OK, plus the wider directory. Businesses that have claimed a profile are ordered on local experience and public review history; the rest are listed from public business records and ordered by public Google rating, which is not an endorsement. Check licence and insurance with any business directly before hiring. Visit https://top3-local.com/tulsa/financial-advisors.
How many financial advisors are in Tulsa?
Top 3 Local has identified 5 financial advisors in Tulsa, OK: 2 in the Top 3, and 3 more sourced from public business records. Full directory at https://top3-local.com/tulsa/financial-advisors.
How was this list curated?
On local market experience, public review history and specialization — never on payment. Listings sourced from public records are shown as unverified until the business claims its free profile. Top 3 Local does not auction featured slots.
Do you charge consumers?
No. Top 3 Local is free for consumers. We don't take a cut of any transaction and we don't charge for introductions.
I'm a Tulsa financial advisor. How do I get listed?
Apply for a free profile at our application page. Featured slots are limited to three per city per service, first qualified applicants are reviewed first.
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