{"id":17828,"date":"2025-05-10T05:31:12","date_gmt":"2025-05-10T05:31:12","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=17828"},"modified":"2025-05-12T06:11:29","modified_gmt":"2025-05-12T06:11:29","slug":"tulsa-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/tulsa-to-consider\/","title":{"rendered":"Investment Firms in Tulsa To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"826\" height=\"661\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-6.jpeg\" alt=\"Investment Firms in Tulsa To Consider\" class=\"wp-image-45736\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-6.jpeg 826w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-6-768x615.jpeg 768w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-6-600x480.jpeg 600w\" sizes=\"(max-width: 826px) 100vw, 826px\" \/><\/figure>\n\n\n\n<p>Selecting the right investment firm is a vital step toward building long-term financial security. Whether your goals include creating a balanced portfolio, planning for retirement, or uncovering new paths for financial advancement, working with a knowledgeable and reliable advisor can make navigating today\u2019s dynamic markets much easier.<\/p>\n\n\n\n<p>For individuals and businesses in Tulsa seeking professional investment guidance, the firms featured below stand out for their customized strategies, fiduciary responsibility, and strong insight into the local financial landscape.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Future U Financial Inc.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdWhDjVLEvDccKmgSjYdnJCRRUZ4_VorB_VF-9o1UrVYS_RLDx9pW-jfJ5bVGs6kFislDCZg6ENTbO0f9oK_OVqUyGBJptZmDwx7BkX5vjCkpfB6EtTTwchybqESBwjXmjBL6DCRQ.png\" alt=\"\" class=\"wp-image-45745\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdWhDjVLEvDccKmgSjYdnJCRRUZ4_VorB_VF-9o1UrVYS_RLDx9pW-jfJ5bVGs6kFislDCZg6ENTbO0f9oK_OVqUyGBJptZmDwx7BkX5vjCkpfB6EtTTwchybqESBwjXmjBL6DCRQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdWhDjVLEvDccKmgSjYdnJCRRUZ4_VorB_VF-9o1UrVYS_RLDx9pW-jfJ5bVGs6kFislDCZg6ENTbO0f9oK_OVqUyGBJptZmDwx7BkX5vjCkpfB6EtTTwchybqESBwjXmjBL6DCRQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Founded by Josh Herlan, a U.S. Army veteran with a Master\u2019s in Quantitative Finance from Oklahoma State University, Future U Financial offers a transparent, technology-driven financial planning experience. The firm utilizes secure software to provide real-time insights into clients\u2019 investments, allowing for monthly updates and ongoing support. Clients retain control over their existing accounts, with no requirement to change custodians or firms.<\/p>\n\n\n\n<p>Address: 110 S Hartford Ave Suite 100, Tulsa, OK 74103<\/p>\n\n\n\n<p>Phone: 19188051979<\/p>\n\n\n\n<p>Email: danielle@futureufinancial.com<\/p>\n\n\n\n<p>Website: https:\/\/futureufinancial.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Olistico Wealth<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcDUjOsRV9m2gk3kwRCCttIUerAU2H_kUuCGv9vZic1tNtHrBSc4erWPYlvf2XiAYpFcPJYjV1k1CvnM-DeMqzRxKKyb4HcJtrLrt5inVJRbnQBPG07hE7FDvOI3sZ0_-1AEn5xVw.png\" alt=\"\" class=\"wp-image-45742\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcDUjOsRV9m2gk3kwRCCttIUerAU2H_kUuCGv9vZic1tNtHrBSc4erWPYlvf2XiAYpFcPJYjV1k1CvnM-DeMqzRxKKyb4HcJtrLrt5inVJRbnQBPG07hE7FDvOI3sZ0_-1AEn5xVw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcDUjOsRV9m2gk3kwRCCttIUerAU2H_kUuCGv9vZic1tNtHrBSc4erWPYlvf2XiAYpFcPJYjV1k1CvnM-DeMqzRxKKyb4HcJtrLrt5inVJRbnQBPG07hE7FDvOI3sZ0_-1AEn5xVw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bOlistico Wealth is a privately held, independent wealth advisory firm based in Tulsa, Oklahoma. Established in 2021, the firm specializes in providing comprehensive financial solutions to high-net-worth individuals, families, and business owners. The name \u201cOlistico,\u201d derived from the Italian word for \u201cholistic,\u201d reflects the firm\u2019s philosophy of integrating all aspects of a client\u2019s financial life to achieve true financial strength.<\/p>\n\n\n\n<p>Address: 2431 E 61st St Suite 175, Tulsa, OK 74136<\/p>\n\n\n\n<p>Phone: 19188632005<\/p>\n\n\n\n<p>Email: will.jezek@olisticowealth.com<\/p>\n\n\n\n<p>Website: http:\/\/www.olisticowealth.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Legacy Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfrD2ZHp7pmcn4_12bLF2tKlOvBv-ftX0AWWUNQ7HYji7B9ITjQ7qJyhhVG1becDpBc0yHGNja3WkZ6vk2DxftvGHhZsACaYjheN7gNwGXHw5-LY-5BGhaysoQ-ufzEQt8c-DM.png\" alt=\"\" class=\"wp-image-45744\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfrD2ZHp7pmcn4_12bLF2tKlOvBv-ftX0AWWUNQ7HYji7B9ITjQ7qJyhhVG1becDpBc0yHGNja3WkZ6vk2DxftvGHhZsACaYjheN7gNwGXHw5-LY-5BGhaysoQ-ufzEQt8c-DM.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfrD2ZHp7pmcn4_12bLF2tKlOvBv-ftX0AWWUNQ7HYji7B9ITjQ7qJyhhVG1becDpBc0yHGNja3WkZ6vk2DxftvGHhZsACaYjheN7gNwGXHw5-LY-5BGhaysoQ-ufzEQt8c-DM-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bLegacy Wealth Management is a financial advisory firm based in Tulsa, Oklahoma, committed to providing comprehensive financial services with a client-first approach. Founded with the mission to uphold the highest standards of integrity and professionalism, the firm focuses on understanding clients\u2019 financial situations and delivering tailored strategies to meet their unique goals.\u200b<\/p>\n\n\n\n<p>Address: 4880 S Lewis Ave Suite 100, Tulsa, OK 74119<\/p>\n\n\n\n<p>Phone: 19188765239<\/p>\n\n\n\n<p>Email: jvanvalkenburg@woodburyfinancial.net<\/p>\n\n\n\n<p>Website: https:\/\/www.legacywealthus.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Raymond James Financial Services<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd00Rioqsok55H_HylZ3mLpLRyuL3WeYjcMU2ZfPZTgJLd7uvF_r2f5s8rhPKiTMRgKygkPTE_XExUtKMWE_KTxxS_1Fh0aG6dLvgj7qO2lPAI8HnpcW6JVRlQCuaCLzt6fSkHOuw.png\" alt=\"\" class=\"wp-image-45738\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd00Rioqsok55H_HylZ3mLpLRyuL3WeYjcMU2ZfPZTgJLd7uvF_r2f5s8rhPKiTMRgKygkPTE_XExUtKMWE_KTxxS_1Fh0aG6dLvgj7qO2lPAI8HnpcW6JVRlQCuaCLzt6fSkHOuw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd00Rioqsok55H_HylZ3mLpLRyuL3WeYjcMU2ZfPZTgJLd7uvF_r2f5s8rhPKiTMRgKygkPTE_XExUtKMWE_KTxxS_1Fh0aG6dLvgj7qO2lPAI8HnpcW6JVRlQCuaCLzt6fSkHOuw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bThe Turner Group is an independent financial advisory firm based in Tulsa, Oklahoma, affiliated with Raymond James Financial Services. The firm offers a range of investment and advisory services, including retirement planning, estate planning, and wealth management, tailored to meet the unique needs of its clients.<\/p>\n\n\n\n<p>Address: 4739 E 91st St Ste 100, Tulsa, OK 74137<\/p>\n\n\n\n<p>Phone: 19188957800<\/p>\n\n\n\n<p>Email: dan.demoss@turnergrouptulsa.com<\/p>\n\n\n\n<p>Website: http:\/\/www.turnergrouptulsa.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summit Wealth Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdzvioanCXgrRxBZxtqG9jAb2XUy-tehJ0m4jQt40Z8ZuS4lMSYEHdI6zcJ9drYcADr06c5Kr-w0Y1DEqC1fupvA9HDEr4tc8Z8u_S8c15j1yCdWFqY3lctUwAGxXWNZDZ8aRZe.png\" alt=\"\" class=\"wp-image-45746\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdzvioanCXgrRxBZxtqG9jAb2XUy-tehJ0m4jQt40Z8ZuS4lMSYEHdI6zcJ9drYcADr06c5Kr-w0Y1DEqC1fupvA9HDEr4tc8Z8u_S8c15j1yCdWFqY3lctUwAGxXWNZDZ8aRZe.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdzvioanCXgrRxBZxtqG9jAb2XUy-tehJ0m4jQt40Z8ZuS4lMSYEHdI6zcJ9drYcADr06c5Kr-w0Y1DEqC1fupvA9HDEr4tc8Z8u_S8c15j1yCdWFqY3lctUwAGxXWNZDZ8aRZe-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bIntegrated Wealth Solutions is a Tulsa-based financial advisory firm dedicated to providing comprehensive financial planning services. Their approach emphasizes personalized strategies to help clients achieve their financial goals, manage risks, and navigate significant life events.<\/p>\n\n\n\n<p>Address: 9175 S Yale Ave # 100, Tulsa, OK 74137<\/p>\n\n\n\n<p>Phone: 19189309300<\/p>\n\n\n\n<p>Email: luke@summitwealth.net<\/p>\n\n\n\n<p>Website: https:\/\/integratedwealth.co\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cadent Capital Advisors LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcqRuV1jk9yn1UEGmCTz6QXW5izhXXvCFXwAQDLmfWtLP8zPsOymnNP0r1JWMrviCE2ARLRlP80dN5F4lWoSUPhrkU5xAogwlfu6hk1T_3FMVwGHDTOuGIhrY5f9rCxt2MQAiGPoA.png\" alt=\"\" class=\"wp-image-45739\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcqRuV1jk9yn1UEGmCTz6QXW5izhXXvCFXwAQDLmfWtLP8zPsOymnNP0r1JWMrviCE2ARLRlP80dN5F4lWoSUPhrkU5xAogwlfu6hk1T_3FMVwGHDTOuGIhrY5f9rCxt2MQAiGPoA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcqRuV1jk9yn1UEGmCTz6QXW5izhXXvCFXwAQDLmfWtLP8zPsOymnNP0r1JWMrviCE2ARLRlP80dN5F4lWoSUPhrkU5xAogwlfu6hk1T_3FMVwGHDTOuGIhrY5f9rCxt2MQAiGPoA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Cadent Capital Advisors, LLC is an independent wealth management firm based in Tulsa, Oklahoma, specializing in comprehensive financial planning, investment management, tax strategies, and estate planning. Founded in 2012, the firm serves clients across more than 20 states, emphasizing a fiduciary approach to ensure client interests are always prioritized.<\/p>\n\n\n\n<p>Address: 4525 E 91st St, Tulsa, OK 74137<\/p>\n\n\n\n<p>Phone: 19189353450<\/p>\n\n\n\n<p>Email: philip@cadcapital.com<\/p>\n\n\n\n<p>Website: https:\/\/www.cadcapital.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">INSPiRE Financial Group | Financial Services &amp; Planning in Tulsa<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcdbdw8ysndyjn8Xw9lZBjzpGLAlQeZlM21_k9CpXOegAjq61OjYh8jRql1uFhT4cv_060C4tFziRXOsZMs0YkkpEOMzbUt4hhFHucnKfHCc_s1QRh5L9pCgBy5f8AAxWd690MTqA.png\" alt=\"\" class=\"wp-image-45737\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcdbdw8ysndyjn8Xw9lZBjzpGLAlQeZlM21_k9CpXOegAjq61OjYh8jRql1uFhT4cv_060C4tFziRXOsZMs0YkkpEOMzbUt4hhFHucnKfHCc_s1QRh5L9pCgBy5f8AAxWd690MTqA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcdbdw8ysndyjn8Xw9lZBjzpGLAlQeZlM21_k9CpXOegAjq61OjYh8jRql1uFhT4cv_060C4tFziRXOsZMs0YkkpEOMzbUt4hhFHucnKfHCc_s1QRh5L9pCgBy5f8AAxWd690MTqA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bInspire Financial Group is an independent financial advisory firm based in Tulsa, Oklahoma, dedicated to helping clients achieve financial clarity and success. Their holistic approach integrates financial planning with personal development, aiming to enhance clients\u2019 lives across multiple dimensions.\u200b<\/p>\n\n\n\n<p>Address: 4200 E Skelly Dr # 530, Tulsa, OK 74135<\/p>\n\n\n\n<p>Phone: 19189486200<\/p>\n\n\n\n<p>Email: luke.frazier@planwithinspire.com<\/p>\n\n\n\n<p>Website: http:\/\/planwithinspire.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Integrity Financial Services LLC.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeG-bp5Y0ZpF-YkgSm0u2xXIIL0xWc8spTvF3yDeKk8xFEIpEL2ycJKnZBnC4TtqRwl3AoJxlCX1xdNdro-Rc90ZQoEzasahlV00x4FAOcAJczTKoUYT_zLu8T3iMrjNjOZoaPMlA.png\" alt=\"\" class=\"wp-image-45741\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeG-bp5Y0ZpF-YkgSm0u2xXIIL0xWc8spTvF3yDeKk8xFEIpEL2ycJKnZBnC4TtqRwl3AoJxlCX1xdNdro-Rc90ZQoEzasahlV00x4FAOcAJczTKoUYT_zLu8T3iMrjNjOZoaPMlA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeG-bp5Y0ZpF-YkgSm0u2xXIIL0xWc8spTvF3yDeKk8xFEIpEL2ycJKnZBnC4TtqRwl3AoJxlCX1xdNdro-Rc90ZQoEzasahlV00x4FAOcAJczTKoUYT_zLu8T3iMrjNjOZoaPMlA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Integrity Financial Services, LLC is a Tulsa-based financial advisory firm established in 2008. The firm offers a range of services, including retirement planning, tax strategies, portfolio management, and estate planning. Their approach emphasizes personalized strategies to help clients achieve their financial goals.<\/p>\n\n\n\n<p>Address: 4200 E Skelly Dr # 530, Tulsa, OK 74135<\/p>\n\n\n\n<p>Phone: 19189486200<\/p>\n\n\n\n<p>Email: luke.frazier@planwithinspire.com<\/p>\n\n\n\n<p>Website: http:\/\/planwithinspire.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">RJ Cloud Advisors &amp; Company<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfpLjq0pN1xkRNSN_hQIgJjWbFrnovngXceerXCgIG1Wy_FP-eS3dagkjn5HMiH6-ksgB4gUMbD04qZBWtkvbH5L7KvZ5zAqbuZVWX-qONQdj3jP3urAA9XHhM7xgG6NWIlykS3rA.png\" alt=\"\" class=\"wp-image-45743\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfpLjq0pN1xkRNSN_hQIgJjWbFrnovngXceerXCgIG1Wy_FP-eS3dagkjn5HMiH6-ksgB4gUMbD04qZBWtkvbH5L7KvZ5zAqbuZVWX-qONQdj3jP3urAA9XHhM7xgG6NWIlykS3rA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfpLjq0pN1xkRNSN_hQIgJjWbFrnovngXceerXCgIG1Wy_FP-eS3dagkjn5HMiH6-ksgB4gUMbD04qZBWtkvbH5L7KvZ5zAqbuZVWX-qONQdj3jP3urAA9XHhM7xgG6NWIlykS3rA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>RJ Cloud Advisors &amp; Company is a boutique wealth management and financial advisory firm headquartered in Tulsa, Oklahoma. With over $100 million in assets under management, the firm offers a comprehensive suite of services tailored to high-net-worth individuals, families, and professionals seeking a holistic approach to managing their financial lives.\u200b<\/p>\n\n\n\n<p>Address: 7804 E 108th St, Tulsa, OK 74137<\/p>\n\n\n\n<p>Phone: 19189499713<\/p>\n\n\n\n<p>Email: randy@rjcloudadvisorsandcompany.com<\/p>\n\n\n\n<p>Website: https:\/\/rjcloudadvisorsandcompany.com\/contact-us<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Stifel<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeEmz1sXKRJOqLLsAITCAj2fUdrRtAlT8PqmlmBNN3IbFLxlthu8OWBrPEuYcfpRaUl1_I1SfLWgS88HYv05YXHlOBt10pLD3JgGOT_rWu5nAxwkKyLAaE5HazpygocY_GIVBb7.png\" alt=\"\" class=\"wp-image-45740\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeEmz1sXKRJOqLLsAITCAj2fUdrRtAlT8PqmlmBNN3IbFLxlthu8OWBrPEuYcfpRaUl1_I1SfLWgS88HYv05YXHlOBt10pLD3JgGOT_rWu5nAxwkKyLAaE5HazpygocY_GIVBb7.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeEmz1sXKRJOqLLsAITCAj2fUdrRtAlT8PqmlmBNN3IbFLxlthu8OWBrPEuYcfpRaUl1_I1SfLWgS88HYv05YXHlOBt10pLD3JgGOT_rWu5nAxwkKyLAaE5HazpygocY_GIVBb7-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Stifel Tulsa is a full-service wealth management branch of Stifel Financial, offering comprehensive financial services to individuals, families, and business owners. Located in the heart of Tulsa, Oklahoma, the branch provides personalized financial strategies to help clients achieve their financial goals.<\/p>\n\n\n\n<p>Address: 2100 S Utica Ave Ste 100, Tulsa, OK 74114<\/p>\n\n\n\n<p>Phone: 19188773361<\/p>\n\n\n\n<p>Email: reinholze@stifel.com<\/p>\n\n\n\n<p>Website: https:\/\/www.stifeltulsa.com\/<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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