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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MONEY CONCEPTS CAPITAL CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTRUST CONSULTING, LLC
VISTA INVESTMENT PARTNERS LLC
PFS INVESTMENTS INC.
WINDLE WEALTH
BOK FINANCIAL SECURITIES, INC.

Investors

Levi C. Wade
Reg D Aldrich
DOUGLAS LEE BROWN
STEPHEN LAWRENCE RIMMER
Brian Christopher Hancock
Derek Eugene Howell
STEVEN DOUGLAS BLAIR
Michael Lee Ramsey
Danny Polite
Ashraf H Mohamad
EMMANUEL ALLENDE
Gregory Franklin Baum
MARK THOMAS WILLIAMS
SHANNON DAWN CARTER
DANIEL PETER JUNKIN
Garrett Scott Johnson
ANDREW WILLIAM HOOD
Jacob Alexander Janzen
STEVEN THOMAS BAJEMA
JANE ANN DAVENPORT
STEVEN LAWRENCE HAWES
JERRY DALE THURMAN
TODD DENNIS LANG
ALYOSHA RICHARD MERTENS
RONALD LOYD RICHARDSON
Lacie Renee McCumber
Michael Scott McCormick
Cordell T Setters
Gary B. VanDuyne
LINDA MCDOWN
HAROLD DUANE MCDOWN
PERRY ANDREAS PEDERSON
Shea Brooklyn Brown
DONALD RAY WINDLE
Craig Richard Kitchen
LYNNE CARLSON
ALAN PAUL BEAMISH
NICOLE ANN HUGHES
MICHAEL Z FOOTE
ERIC B DUBBELL
Jonathan Shields
LYNDI ELIZABETH WRIGHT
ANGELA BROWN
JONATHAN ROTH

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