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Best financial advisors in Alex, OK

Registered advisers within 25 miles of Alex, OK.

Offices
45
Firms
21
Combined AUM
$3.51T
Firm-wide filings, not assets booked only here
Clients
1.93M
1,927,049 clients when Item 5C has a number
Avg / client
$1.82M
Combined AUM ÷ clients

Nearby offices

Firms

LEVEL FOUR ADVISORY SERVICES
EDWARD JONES
ARVEST WEALTH MANAGEMENT
BUWICK GROUP WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CONCORDE ASSET MANAGEMENT, LLC
BOK FINANCIAL SECURITIES, INC.
MOMENTUM INDEPENDENT NETWORK INC.
DG CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

TODD ANDREW PARKER
Elizabeth Ward
Seth Dylan Covey
Cale Douglas Walker
Daniel R. Sanders
Eugene Ronald Sanders
Tanner Dwain Foster
Coleton Sharp
Jesse Ray Bain
Kimberly Marie Swain
Kyle Hare
Bryce gregory buwick
GREGORY MICHAEL BUWICK
Woodrow D Smith
Jolene Therese Nauman
Zachary Michael Miller
SYLVIA LEIGH STERLING
Kenneth Michael Edmonds
MATT BRANSTETTER
Justin Lee Corcoran
RONALD MARK GEURKINK
Andrew Reichardt
GREGORY Michael ELLIS
Luke Christian Ledebur
DACIA DANIAL ANDERSON
Jarrett Todd Sparks
Elvin Lynn Bailey

Within 25 miles of Alex, OK, Best Investors lists 21 registered investment advisory firms with 45 offices nearby, managing about $3.51T in combined regulatory AUM across 1,927,049 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 Alex

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 ADVICE AND PLANNING SERVICES 35,647 clients · 1,783 advisers $37.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM