A complete list of active advisors currently associated with BOK Financial Private Wealth, Inc.

Warmer can help you find a great advisor at BOK Financial Private Wealth, Inc. or one who fits your needs even better.

BOK Financial Private Wealth, Inc. provides discretionary (and, on a case‑by‑case basis, non‑discretionary) investment management and wealth advisory services to high‑net‑worth individuals, trusts, estates, pension and profit‑sharing plans and other legal entities, managing approximately $3.72 billion as of December 31, 2025. Financial planning and some planning-related services are made available through its affiliate BOKF, NA, and the firm also serves as a sub‑advisor for Separately Managed Account options, including within private placement life insurance (PPLI) programs. The firm customizes investment programs to individual client objectives and risk tolerances, typically emphasizing diversified allocations across equities, fixed income and specialized investments, periodic rebalancing, and research provided by BOKF, NA’s Strategic Investment Advisors (SIA) group. It frequently employs sub‑advisors (including an affiliated Cavanal Hill entity) for specific mandates, provides ERISA plan fiduciary support for retirement plans, and permits client‑directed security restrictions with limited applicability to mutual funds, ETFs and other third‑party products. Distinctive for a multi‑team adviser, the firm is a wholly owned subsidiary of BOK Financial Corporation and maintains formal affiliations with a national bank/trust provider (BOKF, NA), a broker‑dealer and municipal securities dealer (BOK Financial Securities), and an affiliated investment manager that sponsors registered funds and provides sub‑advisory services. These integrated relationships are memorialized in a services agreement that covers custody, manager research and operational support, and can lead to client arrangements—such as custody at the affiliated bank, access to affiliated fund inventories, and dual‑employment of personnel—that differ from stand‑alone registered investment advisers.

To learn more about the advisors currently working at BOK Financial Private Wealth, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.