NewRiaPulse: records in Oklahoma
5 newRiaPulse: records in Oklahoma are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-01-14 to 2026-07-16; the most frequent is Bridgecreek Financial Group with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
5 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-01-14 to 2026-07-16. Most frequent: Bridgecreek Financial Group (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Bridgecreek Financial Group (1)
- Chappelwood Financial Services (1)
- Tao Private Wealth, LLC (1)
- L&S Private Wealth, LLC (1)
- Hudson & Associates Wealth Management LLC (1)
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What are the top newRiaPulse: records in Oklahoma right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Bridgecreek Financial Group | $649,946,000 | 103 | Tulsa |
| Chappelwood Financial Services | $113,083,313 | 372 | Edmond |
| Tao Private Wealth, LLC | $104,182,000 | 324 | Tulsa |
| L&S Private Wealth, LLC | $108,501,056 | 158 | Oklahoma City |
| Hudson & Associates Wealth Management LLC | Tulsa |
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Frequently asked questions
How many newRiaPulse: records in Oklahoma are listed?
5 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-07-16.
Can I get alerts for Oklahoma?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records