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Best financial advisors in Bethany, OK

Registered advisers within 25 miles of Bethany, OK.

Offices
432
Firms
171
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,069,170 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

PERISSOS PRIVATE WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MCGUIRE CAPITAL ADVISORS, INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CC INVESTMENT ADVISORS, INC.
WEALTH MANAGEMENT SOLUTIONS
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Investors

BRANDON HEATH VANLANDINGHAM
CHRISTI SUZANNE POWELL
Jacob Daniel Thomason
Phillip Andrew Suarez
Alexander Keith Waters
Justin Christopher Dodson
Scott Wayne McPherson
MICHAEL WAYNE MCGUIRE
BRANDON STEVEN FULLER
BROCK GABRIEL HUNTER
MICAH THOMASON
Ramon Aceves
Josue R Villalobos Reyes
Douglas Wade Garone
DANIEL DEAN PARCEL
CHARLES DAVID WALLIN
JOHN MICHAEL ENTZ
JEFFREY WAYNE WALLS
GARREN DWAIN DODSON
DANIEL HEATON
JEFFREY LYNN DODSON
JEFFREY BURTON
JOANNA S. MCCALL
MICHAEL L DENNIS
Robert Charles Abel
Kadie Allison Hare
GREGORY GRANT TAYLOR
CHRISTOPHER ARRINGTON QUARLES
STEPHANIE RENAE WOODS
COLTON MATTHEW COTTRELL
Cameron Broderick
Shane Alexander Thompson
Wayne L Mahan
Kevin Gaspard
DAVID FRANK BOTT

Within 25 miles of Bethany, OK, Best Investors lists 171 registered investment advisory firms with 432 offices nearby, managing about $14.7T in combined regulatory AUM across 3,069,170 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 Bethany

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM