Reported as registered
PERISSOS PRIVATE WEALTH MANAGEMENT
CRD 217514 · SEC 801-129994
BETHANY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
91 sourced firms · query 43 ms
Reported as registered
PINNACLE INVESTMENT ADVISORS
CRD 108086 · SEC 801-57298
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PLAINS VENTURES
CRD 318572 · SEC 802-123319
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLAN GROUP FINANCIAL, INC.
CRD 116508 · SEC 801-118599
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
CRD 115220 · SEC 801-60650
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
R.J. CLOUD ADVISORS & COMPANY
CRD 289371 · SEC 801-126159
BIXBY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
REDSTONE WEALTH MANAGEMENT, LLC
CRD 311525 · SEC 801-127994
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RELATION WEALTH MANAGEMENT, INC.
CRD 329961 · SEC 801-129663
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RETIREMENT INVESTMENT ADVISORS INC
CRD 106316 · SEC 801-43702
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
REVO FINANCIAL, LLC
CRD 172646 · SEC 801-132034
BARTLESVILLE, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ROBERT STEPHEN CAPITAL MANAGEMENT LLC
CRD 118588 · SEC 801-68644
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAGEOAK FINANCIAL, LLC
CRD 166927 · SEC 801-122855
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761 · SEC 801-114094
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754 · SEC 801-112894
BARTLESVILLE, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SERVO WEALTH MANAGEMENT LLC
CRD 159367 · SEC 801-130949
OKLAHOMA CITY, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT WEALTH GROUP, LLC
CRD 166118 · SEC 801-122606
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061 · SEC 801-120088
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUTTERFIELD FINANCIAL GROUP, INC.
CRD 115652 · SEC 801-63652
BARTLESVILLE, OK
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
TAO PRIVATE WEALTH, LLC
CRD 340979 · SEC 801-135847
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE ADVISORY RESOURCE GROUP, LLC
CRD 290110 · SEC 801-111999
TULSA, OK
Source release August 3, 2026 · retrieved August 18, 2026