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Best financial advisors in Ada, OK

Registered advisers within 25 miles of Ada, OK.

Offices
8
Firms
4
Combined AUM
$1.67T
Firm-wide filings, not assets booked only here
Clients
153K
153,125 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
GADDIS PREMIER WEALTH ADVISORS LLC
MCLOUD ADVISORY SERVICES LLC

Investors

Brooke L Tidwell
RUSSELL WAYNE ALLEN
CHERYL FAYE ROSS
Trent Alan Tidwell
TAMMY JO BYRD
Taylor Page Howard
James Michael Millsap
JEFFREY EUGENE MCLOUD

Within 25 miles of Ada, OK, Best Investors lists 4 registered investment advisory firms with 8 offices nearby, managing about $1.67T in combined regulatory AUM across 153,125 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Ada

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 GADDIS PREMIER WEALTH ADVISORS LLC 8 advisers $369M AUM