Best Investors Account Sign in

Best financial advisors in Bartlesville, OK

Registered advisers within 25 miles of Bartlesville, OK.

Offices
45
Firms
26
Combined AUM
$3.99T
Firm-wide filings, not assets booked only here
Clients
411K
410,826 clients when Item 5C has a number
Avg / client
$9.72M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
REVO FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KNIGHTSBRIDGE ADVISERS LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ARVEST WEALTH MANAGEMENT
LPL FINANCIAL LLC
THE WEALTH CONSULTING GROUP
EDWARD JONES
ARCHAMBO FINANCIAL ADVISORS, INC.
FIRST INVESTMENT CORPORATION
SUTTERFIELD FINANCIAL GROUP, INC.
SERAPH CAPITAL ASSOCIATES, LLC
LPL ENTERPRISE, LLC
PERSPECTIVE ADVISORS, LLC

Investors

BRUCE EDWARD SMITH
JON AUBREY NETTLES
LUCAS ELI NETTLES
MATTHEW THOMAS SPENCE
KAREN BARNES WILSON
DOUGLAS MICHAEL MCIVER
HEATHER ELIZABETH ROBISON
Susan Ann Dick
Brice Edward Terronez
ERIC BRIAN SHEPARD
SUZANNE L. DUHON
TERRI LYNN TAYLOR
Hannah Jaye Bode
RANDALL SCOTT HOPSON
Aaron Tesavis
Joshua Wayne Randolph
Noah Jacob Williams
RYAN HARRISON REYNOLDS
Beau Eden
Levi Walker
DEBORAH ELAINE MUEGGENBORG
JONATHAN STEVEN RUSSELL
AARON SCOTT ARCHAMBO
TOM KEITH BARCLAY
KENNETH WAYNE GREEN
CHERYL ANNETTE GREEN
MORGAN FAYE BARNHILL
Jeremy Caughman
Lindsay Ann Sturgeon
JASON SCOTT TINKLENBERG
AARON Keith KVISTERO
TREVOR SHAWN SUTTERFIELD
DOUGLAS JEROME SCHWEGMAN
MARSHALL METCALF FRASER

Within 25 miles of Bartlesville, OK, Best Investors lists 26 registered investment advisory firms with 45 offices nearby, managing about $3.99T in combined regulatory AUM across 410,826 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 Bartlesville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM