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Best financial advisors in Avery, OK

Registered advisers within 25 miles of Avery, OK.

Offices
28
Firms
12
Combined AUM
$4.53T
Firm-wide filings, not assets booked only here
Clients
857K
856,553 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
BOLLINGER FINANCIAL ADVISORY, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
MERIT FINANCIAL ADVISORS

Investors

MARTINA DELESE GODDARD
Chase Deen Roten
RUSSELL NEAL MOYER
Tyler Don Stein
Ryan Michael Cockrum
Zachary Robert Riggin
Stephen Kent Barton
Rory Patrick Faherty
DAVID MICHAEL CHANEY
Yun J Jang
JAMES KENT TREAT
PATRICIA L ARDERN
Sikander Lodhi
WILLIAM J HUTCHINSON
Brett T Wible
MELINDA LAUREL BELL
KEVIN BELL
Daniel Alan Lovelace
Steven Craig Norman
Nicholas Teague Bickford
DAVID JERAMY HAWKINS
JENNIFER DENISE HAWKINS
STEPHEN JOSEPH PERRY
JAMES ARTHUR FREUDENBERGER
BOB JAMES BOLLINGER
GARRETT ROY MORRIS
CHARLES MEL CAMPBELL
HANNAH HAYS
Christopher Stockton
Patricia Ann Huffman
Kevin D Clark
EzraJames M Stacy

Within 25 miles of Avery, OK, Best Investors lists 12 registered investment advisory firms with 28 offices nearby, managing about $4.53T in combined regulatory AUM across 856,553 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 Avery

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 MERIT FINANCIAL ADVISORS 3 clients · 286 advisers $23.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM