Top Family Offices in Tulsa 2026

Key Facts

• Tulsa's family office market includes at least 12 distinct offices and advisory firms spanning single family offices (SFOs), multi-family offices (MFOs), bank-affiliated services, and venture-focused platforms.
• Cresset Capital operates the largest MFO presence in Tulsa with $88 billion in firm-wide assets under management (AUM, 1 October 2026).
• Legacy oil and energy wealth from the Zarrow and Kaiser families anchors Tulsa's private wealth ecosystem and funds three major charitable foundations.
• Family office-style services in Tulsa start at $10 million in net worth through firms like Burkholder Wealth Management. Traditional MFO services typically require $30 million or more.
• Atento Capital has backed 66 companies and 35 funds, making it the most active venture-oriented office in the Tulsa market.
• The George Kaiser Family Foundation has deployed nearly $440 million into Tulsa community and real estate projects, reflecting the city's strong charitable focus.
• Tulsa's family office sector continues to grow. New entrepreneurial wealth, national firms opening local offices, and tech talent programs like Tulsa Remote all drive expansion.

Family Office Landscape in Tulsa, Oklahoma

Tulsa's private wealth market traces its roots to the mid-20th century oil boom that created dynasties like the Zarrow, Kaiser, and Schusterman families. The sale of Sooner Pipe & Supply in the late 1990s generated the capital behind the Zarrow Family Office and its three foundations. Oklahoma's second-largest city remains a center for generational wealth built on energy, pipeline operations, and manufacturing.

The market today blends legacy SFOs with national MFOs that have established Tulsa branches. Cresset Capital and Mariner Wealth Advisors both maintain dedicated Tulsa offices. Bank of Oklahoma offers family office services through its wealth division. This mix gives ultra-high-net-worth (UHNW) families options from full-service, independent advisory firms to wirehouse-backed platforms with global resources.

Tulsa also stands apart from larger metros through its deep charitable culture. The George Kaiser Family Foundation put $190 million into the 36th Street North corridor and nearly $250 million into downtown revitalization. The Schusterman family has funded education and community development for almost four decades. These commitments shape how local wealth managers approach preservation, with charitable giving woven into capital strategy rather than treated as an afterthought.

Family Office Comparison

Tulsa's market spans six distinct office types. The table below captures the primary offices with verified data from each category.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
Cresset Capital (Tulsa)	MFO	$88B (AUM, firm-wide)	Diversified, private deals, tax-efficient portfolios	Full service: wealth, tax, estate, CFO, charitable giving	Midtown Tulsa
Zarrow Family Office	SFO	—	Education, real estate, middle market	Asset management, foundation oversight, generational planning	401 S Boston Ave, Tulsa
George Kaiser Family Foundation	SFO	—	Impact investing, early childhood education, real estate	Capital management, charitable grantmaking	Tulsa
Schusterman Family Philanthropies	SFO	—	Venture capital, seed funding, social impact	Capital management, seed funding, grantmaking	Tulsa
Atento Capital	Venture/Investment Office	—	Venture capital, startups	Founder guidance, ecosystem building	Tulsa
Bank of Oklahoma FO Services	Bank-affiliated FO	—	Integrated financial management	Reporting, concierge, bookkeeping, HR, tax gathering	Tulsa
Burkholder Wealth Management	Advisory with FO services	—	Real estate, private equity, diversified	Estate, tax, charitable giving, advisor coordination	Tulsa
Mariner Wealth Advisors (Tulsa)	Wealth advisory	—	Complex finances, high net worth	Investment, estate, trust, tax, retirement	4200 E Skelly Dr, Tulsa
Sequoia Sentinel Family Office	MFO	—	Diversified UHNW wealth management	Wealth planning, estate, trustee support, family oversight	—
Hesser Rodgers Springman (Morgan Stanley)	Advisory with FO resources	—	UHNW wealth management	Family Office Resources, alternatives, impact investing	2200 S Utica Pl, Tulsa
Reid Shipley (Raymond James)	Advisory with FO services	—	Intergenerational wealth, complex portfolios	Family governance, legacy planning, trust services	2431 E 61st St, Tulsa
Autumn Glory Partners	MFO	—	Long-term wealth in public and private markets	Asset management, advisory	Tulsa

Most Tulsa offices do not publicly disclose AUM figures. Cresset's $88 billion in assets under management is a firm-wide number spread over 20-plus offices nationwide. Its Tulsa allocation is a fraction of that total. Families evaluating these options should focus on service scope, client minimums, and fiduciary status rather than headline managed assets.

Top Picks by Strategy

• Largest AUM Platform: Cresset Capital (Tulsa), backed by $88 billion in firm-wide assets under management and True Fiduciary standards recognized by Barron's and Forbes.
• Best for Venture and Startup Access: Atento Capital, with 66 portfolio companies and 35 fund allocations, plus direct ties to Tulsa Remote, Build in Tulsa, and Atlas School.
• Top Charitable Impact Office: Zarrow Family Office, managing three family foundations including one that committed its entire fund to address racial equity in 2020.
• Strongest Community Impact: George Kaiser Family Foundation, with $190 million deployed in the 36th Street North corridor and nearly $250 million in downtown Tulsa redevelopment.
• Most Accessible Entry Point: Burkholder Wealth Management, offering family office-style services to families with $10 million-plus in net worth, well below the typical $30 million MFO threshold.
• Leading Intergenerational Advisor: Reid Shipley (Raymond James), focused on family governance, financial education, and succession planning with a dedicated concierge model.
• Best Wirehouse-Backed Platform: The Hesser Rodgers Springman Group (Morgan Stanley), providing access to Morgan Stanley's Family Office Resources (FOR) for specialized UHNW technical expertise.

Top Family Offices in Tulsa, Oklahoma in Detail

Cresset Capital (Tulsa Office)

Cresset brings the scale of a national multi-family office to Tulsa's Midtown corridor, with $88 billion in firm-wide AUM. Its Tulsa team provides financial planning, tax strategy, liquidity and exit planning, private deal access, and CFO services. The firm operates under True Fiduciary standards, meaning advisors must act in each client's best interest rather than earn commissions on product sales.

Cresset's private capital platform gives Tulsa clients deal flow that would otherwise require a coastal office. Entrepreneurs planning liquidity events benefit from concentrated stock strategies and pre-transaction tax planning. Both tools minimize erosion during wealth transitions.

Zarrow Family Office

Three family foundations and a diversified portfolio make the Zarrow Family Office one of Tulsa's most mission-driven SFOs. The family built its wealth through Sooner Pipe & Supply (founded 1937) and TK Valve and Manufacturing, which expanded to Canada, Scotland, Singapore, and Nigeria. After selling these companies in the late 1990s, the family established a dedicated office at 401 South Boston Avenue.

Current principals include Bill Major (President), Gail Zarrow Richard, Hilary Zarrow, and Judith Zarrow Kishner. The office invests in education, real estate, and middle-market deals while directing major capital to charitable giving. In 2020, the Zarrow Families Foundation committed its entire fund to address racial disparities, a move that set it apart from every other SFO in the region.

George Kaiser Family Foundation (GKFF)

GKFF channels oil and gas wealth from BOK Financial founder George Kaiser into one of Tulsa's most visible impact programs. The foundation has deployed $190 million into the 36th Street North corridor and nearly $250 million into downtown Tulsa revitalization. These projects combine real estate development with community health and early childhood education.

GKFF's programs have supported over 40,000 low-income children and families. Its evidence-based approach contributed to a 72% decrease in women sent to prison in Tulsa County since 2009. For families studying how a single family office can integrate direct investments with measurable social outcomes, GKFF provides a concrete model.

Atento Capital

Tulsa's most prolific venture investor, Atento Capital has backed 66 companies and 35 funds under founder Michael Basch. Beyond capital deployment, Atento helped create Atlas School, Build in Tulsa, 412 Angels, InTulsa, Tulsa Innovation Labs, and Tulsa Remote.

This ecosystem-building role means Atento's portfolio companies benefit from talent pipelines and community resources that most standalone venture funds cannot offer. Tech founders relocating through Tulsa Remote or similar programs gain a local investor with deep structural ties to the city's startup systems.

Burkholder Wealth Management

Burkholder serves as the entry point for Tulsa families seeking family office-level coordination without the $30 million-plus minimums that traditional MFOs require. The firm accepts clients with $10 million in net worth. It builds custom strategies spanning estate planning, charitable giving, tax planning, real estate evaluation, and private equity review.

Burkholder operates as a central hub, coordinating each client's CPA, attorney, and insurance agent into a single plan. The firm carries no proprietary products, which removes the commission conflicts common at larger broker-dealer-affiliated advisory shops.

Schusterman Family Philanthropies

Nearly four decades of sustained capital deployment in education and community development make the Schusterman family one of Tulsa's most established impact-oriented offices. The office operates as a dedicated SFO with a dual mandate: grow family capital through venture allocations and deploy charitable dollars into programs that strengthen Tulsa's workforce and civic institutions.

This combination of venture seed funding and grantmaking gives the Schusterman office a distinctive position among Oklahoma's private wealth platforms.

Mariner Wealth Advisors (Tulsa)

Mariner's Tulsa office at 4200 East Skelly Drive fields a team of 25-plus advisors and specialists, making it one of the largest advisory teams in the city. Jana Shoulders, ranked number five in Oklahoma by Barron's in 2019 and 2020, leads the practice. Services include portfolio management, estate planning, trust services, and tax planning and preparation.

Mariner suits high-net-worth professionals and families who need coordinated planning but do not require a full SFO or MFO structure.

Reid Shipley (Raymond James)

Reid Shipley's practice centers on family governance and wealth transfer for multi-generational Tulsa families. The team uses financial education programs and oversight structures to keep family members aligned on goals and decision-making. This approach addresses a specific pain point for legacy wealth: preserving unity as assets pass to heirs with different risk tolerances and spending habits.

Raymond James' banking, lending, and insurance platforms round out the service offering. Families navigating succession planning find this governance-first model especially relevant as Oklahoma's oil-era founders pass assets to third and fourth generations.

The Hesser Rodgers Springman Group (Morgan Stanley)

This team gives Tulsa clients access to Morgan Stanley's Family Office Resources (FOR), a specialized division for complex UHNW issues. Robert Rodgers serves as Insurance Planning Director, adding liability management and risk assessment to the group's portfolio and estate planning capabilities.

The group suits families who want wirehouse-scale research and alternative allocation access paired with a local advisory relationship. Morgan Stanley's Portfolio Risk Platform, powered by BlackRock's Aladdin engine, provides institutional-grade risk analytics typically reserved for large asset managers.

Sequoia Sentinel Family Office

Sequoia Sentinel serves both multi-family and single-family clients under the tagline "Built for You." Its service menu covers wealth planning, banking, portfolio management, estate planning, trustee support, risk management, income tax planning, and family education.

The firm employs subject matter experts focused exclusively on UHNW needs. Families weighing whether to form their own SFO or join an MFO can use Sequoia Sentinel's dual-service model to test the MFO structure before committing to a standalone office.

Investment Trends Shaping This Market

Venture Capital and Ecosystem Building

Tulsa's startup ecosystem has matured beyond early-stage grants into formal venture deployment. Atento Capital's 66-company portfolio reflects a deliberate strategy to make Tulsa a viable tech hub. Programs like Tulsa Remote attract remote workers with $10,000 relocation incentives, creating a talent pool that venture-backed companies need to scale. This trend benefits wealth managers looking for co-investment opportunities in local startups without the valuations of coastal markets.

Charitable Capital as a Strategic Allocation

Tulsa's private wealth offices deploy charitable capital with the rigor of a formal committee. GKFF's $190 million corridor redevelopment and the Zarrow Families Foundation's full-fund commitment to racial equity represent strategic allocations, not passive grantmaking. Several local foundations also target criminal justice reform, economic mobility, and STEAM education. For UHNW families forming new offices in Tulsa, this charitable network offers ready-made co-funding partners and proven impact measurement frameworks.

Next-Generation Wealth Transfer

Oklahoma families with oil and energy fortunes face a generational transition as founders' grandchildren and great-grandchildren inherit assets. Reid Shipley's governance-first model and Sequoia Sentinel's family education services respond directly to this shift. The challenge is specific to Tulsa: heirs may relocate to Dallas, Denver, or coastal cities. Offices must serve dispersed families while maintaining Oklahoma-based trust and tax structures, making succession planning a central service offering in this market.

Real Estate and Community Development

Family office capital flows heavily into Tulsa real estate. GKFF's nearly $250 million in downtown revitalization, combined with Zarrow allocations in construction and middle-market properties, signal that local SFOs view real estate as both a financial return and a civic commitment. Burkholder Wealth Management evaluates real estate deals as part of its core advisory offering, reflecting client demand for direct property exposure rather than REIT-only strategies.

How to Evaluate a Family Office in Tulsa

Start with fiduciary status. Cresset operates under True Fiduciary standards. Wirehouse-affiliated advisors like the Hesser Rodgers Springman Group (Morgan Stanley) and Reid Shipley (Raymond James) may operate under suitability standards that allow commission-based pay. This distinction matters more in a compact market where fewer options make comparison-shopping harder.

Client minimums define your realistic options in Tulsa. Families with $10 million to $30 million in net worth should evaluate Burkholder Wealth Management and advisory teams at Mariner or Raymond James. At $30 million and above, Cresset and Sequoia Sentinel offer full MFO platforms. True SFOs like the Zarrow Family Office serve a single dynasty and do not accept outside clients.

Consider whether you need a local-only advisor or a national platform with Tulsa presence. Bank of Oklahoma provides deep Oklahoma market knowledge, concierge services, and consolidated reporting. Cresset and Morgan Stanley offer global capital access and multi-office coordination. The right choice depends on whether your assets and family members stay within Oklahoma or span multiple states.

Verify independence by asking whether the firm sells proprietary products, earns commissions from third-party fund placements, or receives revenue-sharing from custodians. Burkholder explicitly carries no proprietary products. Regulatory background checks through FINRA BrokerCheck confirm an advisor's compliance history and any disciplinary actions.

Assess charitable planning capability as a final step. Tulsa's wealth culture integrates giving into core financial strategy. Offices that treat it as an add-on, rather than a planning pillar, may not align with how established Tulsa families manage their wealth. Ask how each firm coordinates with local foundations and whether it has experience structuring donor-advised funds or private foundations.

Which Family Office Fits Your Needs?

UHNW families with $50 million or more seeking full-service wealth management should explore Cresset Capital's Tulsa office or Sequoia Sentinel. Both offer estate planning, tax strategy, private deal access, and family oversight under one roof. Cresset's True Fiduciary model removes commission conflicts. Sequoia Sentinel's dual SFO/MFO structure suits families uncertain about which model fits their long-term needs.

Business owners planning a sale or liquidity event can look to Burkholder Wealth Management for pre-transaction planning at a $10 million minimum. Cresset handles concentrated stock strategies and exit planning at higher asset levels. Mariner's large Tulsa advisory team, led by Barron's-ranked Jana Shoulders, handles complex tax and retirement planning for professionals who need coordinated advice without a full office structure.

Next-generation wealth holders inheriting oil, energy, or manufacturing fortunes will find governance-focused advisors like Reid Shipley (Raymond James) valuable for preserving family unity during transfers. Families with strong charitable goals should study the Zarrow Family Office model and GKFF's impact approach as benchmarks for integrating giving into long-term wealth preservation.

Methodology

This article profiles family offices in Tulsa, Oklahoma based on publicly available data, firm websites, regulatory filings, and industry sources. Offices earned inclusion based on verified Tulsa presence and documented family office or family office-style service offerings. AUM figures appear only where firms disclose them publicly; Cresset's $88 billion AUM figure (1 October 2026) is firm-wide, not Tulsa-specific. Deal data (such as GKFF's $190 million corridor allocation and Atento's 66-company portfolio) come from foundation reports and firm disclosures. Barron's advisor rankings referenced for Mariner reflect 2019 and 2020 published lists. Data reflects information available as of early 2026. Families should verify current details directly with each office.