Financial advisors in Tulsa, Oklahoma

How big they are

By estimated annual revenue.

Most likely to sell

• Daniel Fleet Tulsa · $1.1M
  In business 31 years (since 1995) · Founder still runs it after 31 years
• Donovan Schaefer Tulsa · $1.1M
  In business 31 years (since 1995) · Founder still runs it after 31 years
• Samantha Bates Tulsa · $1.1M
  In business 31 years (since 1995) · Founder still runs it after 31 years
• ROBERT STEPHEN CAPITAL MANAGEMENT LLC Tulsa · $815K
  In business 29 years (since 1997) · Founder still runs it after 29 years
• Wade Farquhar Tulsa · $1.1M
  In business 31 years (since 1995) · Founder still runs it after 31 years

All 5 likely sellers →

What financial advisors businesses are worth in Tulsa, Oklahoma

What is a financial advisors business worth in Tulsa, Oklahoma?

A typical financial advisors business in Tulsa, Oklahoma is worth about $1.0M, roughly 2.3× its yearly EBITDA. Smaller owner-run companies sell for 2–3× EBITDA; larger ones with $5M+ of EBITDA often sell for 6× or more.

How much revenue does a financial advisors business make in Tulsa, Oklahoma?

The typical one brings in about $1.1M a year, with an EBITDA margin around 40%. 1 of them have more than $25M in revenue.

How many financial advisors businesses are there in Tulsa, Oklahoma?

SeeBITDA lists 109, with a combined estimated revenue of $271.1M.

What is the largest financial advisors business in Tulsa, Oklahoma?

By estimated revenue, Global Retreats LLC, at about $43.5M a year.

Which financial advisors businesses in Tulsa, Oklahoma might be for sale?

5 show several signs that often come before a sale, such as decades in business with the founder still in charge and no successor. See the likely-to-sell list on SeeBITDA.

Own one? Estimate what your business is worth.

Largest financial advisors businesses in Tulsa