← Tributary

BOK FINANCIAL ADVISORS

TULSA, OK · CRD 17530 · IAPD ↗ · 877-781-6889

$1.06BRegulatory AUM
142Advisory reps
165Employees
0Clients
0Planning clients
0Private funds
51States
22Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BOK FINANCIAL ADVISORS added office(s): 113 -> 114 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — BOK FINANCIAL ADVISORS crossed $1B in regulatory AUM ($835.6M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — BOK FINANCIAL ADVISORS shrank from 151 to 145 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — BOK FINANCIAL ADVISORS added office(s): 109 -> 113 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
January 2025 — BOK FINANCIAL ADVISORS's Item 11 disclosure-reporting entries rose by 1 (21 -> 22).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
81
April 2024 — BOK FINANCIAL ADVISORS grew from 138 to 151 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.