Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
9yrs
Ryan Eberly is a financial advisor in Tulsa, Oklahoma, with 9 years in the industry. After a year at Capital Advisors and less than a year at Cambridge Investment Research Advisors, Ryan joined Corient in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Ryan holds the CFP® designation.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2222 South Utica Pl Suite 100, Tulsa, OK 74104
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2026 – nowCorientCurrent firm
- Apr 2025 – Jul 2026Capital Advisors, Inc.Previously
- Jan 2021 – Jul 2021
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Corient at (305) 735-2020 and ask for Ryan Eberly. Ryan works from the Tulsa, OK office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Ryan hold?
Series 63. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ryan paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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