How many private wealth offices operate in Oklahoma?

At least 14 offices serve UHNW and high-net-worth families. These span SFOs, MFOs, bank divisions, and RIA-based practices. Most operate from Oklahoma City or Tulsa.

What is the minimum net worth to work with an Oklahoma wealth management firm?

Minimums range from $10M at RIA-based firms like Burkholder to $30M+ at traditional MFOs. Bank-affiliated options may set lower thresholds. Creative Planning starts at $500K in investable assets.

Should I choose an SFO or MFO?

An SFO provides fully dedicated staff for one family. It suits those with complex oil and gas holdings or $50M+ in assets. An MFO shares systems and costs, making it practical for families in the $10M to $30M range.

What investment areas do Oklahoma wealth offices focus on?

Oil and gas mineral management remains central. Firms also invest in real estate, private equity, software, and media. Direct investments and co-investments are growing, especially through Cortes Capital and Cresset.

Top Family Offices in Oklahoma 2026

Quick Summary

Oklahoma hosts at least 14 family offices serving UHNW families. The mix includes SFOs, MFOs, bank-affiliated divisions, and RIA-based practices. Most are based in Oklahoma City or Tulsa. Wealth origins trace to oil and gas, with growing focus on software, real estate, and media. Minimum net worth thresholds range from $10M to $30M+.

Oklahoma Private Wealth Offices: Reference Table

The following table lists verified firms with an Oklahoma presence, sorted by type.

Office Name	Type	Location	Investment Focus
Cortes Capital	SFO	Oklahoma City	Software, industrials, life sciences
Anderson Family Office	SFO	Oklahoma City	Oil & gas, media, technology, real estate
Square Deal Capital	SFO	Oklahoma City	Impact-driven diversified assets
Love Family Office	SFO	Oklahoma City	—
Asset Management Advisors	MFO	Oklahoma City	Wealth management, financial planning
Cresset Capital	MFO	Tulsa	Founders, entrepreneurs, UHNW families
Mercer Advisors	MFO-style	Oklahoma City	Full-service wealth management
Creative Planning	MFO-style	Oklahoma City	Customized wealth management
Bank of Oklahoma	Bank-affiliated	Tulsa / OKC	Financial management, mineral management
J.P. Morgan Private Bank	Bank-affiliated	Oklahoma City	Wealth preservation, lending, estate planning
Utter, Pike & Dobbs	MFO-style	Dallas / OKC corridor	HNW families, oil & gas, real estate
Burkholder Wealth Management	RIA-based	—	Large estates, real estate, private equity
Venturi Private Wealth	RIA-based	Oklahoma City	UHNW families, business owners
Anthony Garcia / Raymond James	Wirehouse	Oklahoma City	Intergenerational wealth, family governance

Market Snapshot

Oklahoma's ultra-high-net-worth wealth traces largely to oil and gas. Legacy mineral interests and energy revenues built fortunes for families like the Loves and the Andersons. That capital now flows into software, media, life sciences, and real estate.

Oklahoma City is the primary hub for SFOs and bank-affiliated services. Tulsa hosts a growing MFO presence, led by Cresset Capital and Bank of Oklahoma's private wealth division.

National platforms are expanding into the state. Industry data shows over $2B managed through local offices of major firms. Creative Planning, J.P. Morgan, and Cresset all maintain local teams. For families with $10M or more, these firms offer estate planning, tax strategy, and direct investment access.

Key Profiles

Cortes Capital operates as the Love family's private investment arm in Oklahoma City. The SFO invests in funds, co-investments, and direct deals in software, industrials, and life sciences.

Anderson Family Office manages legacy mineral interests through APCO Oil Corporation. The firm expanded into media production, technology, and real estate. Its roots date to early 1900s Oklahoma oil.

Bank of Oklahoma provides concierge services, consolidated reporting, bookkeeping, payroll, and mineral management. Trust services and financial planning cover both Tulsa and Oklahoma City.

Cresset Capital (Tulsa) focuses on founders, entrepreneurs, and UHNW families from its Midtown Tulsa office. Services include wealth management, tax strategy, exit planning, and private market access under fiduciary standards.

Burkholder Wealth Management accepts families starting at $10M net worth. That threshold sits well below the $30M+ typical of traditional private wealth offices. The firm coordinates estate planning, tax planning, and multi-advisor oversight.

Map of the United States with Oklahoma marked as a family office hub

About This Directory

This directory of family offices in Oklahoma was compiled from public filings, firm websites, and industry databases. Selection required a verifiable Oklahoma presence or dedicated service to Oklahoma-based families. Data reflects available information as of 2026. No office paid for placement.