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Best financial advisors in Boswell, OK

Registered advisers within 50 miles of Boswell, OK.

Offices
39
Firms
14
Combined AUM
$6.29T
Firm-wide filings, not assets booked only here
Clients
893K
892,767 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GADDIS PREMIER WEALTH ADVISORS LLC
LPL FINANCIAL LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY

Investors

Wyatt Tucker Daniel
Connor G Brinkley
Ryan Don Richardson
Kellie Dawn Jenkins
Teresa Marie Adams
DAVE ALLAN REED
ROGER DALE GADDIS
DEREK JONATHON HINES
Jordan Wesley Haddox
LEIGH ANN GADDIS
LEAH ANNE BROOKS
TAMMY JO BYRD
Jarred Troy Archer
DONALD KEITH MOFFITT
Andrew Robertson Cobb
Jill Cobb
GERALD TODD TIDWELL
SAMUEL CHARLES SMEED
DANA BRENT NAPIER
WILLIAM SCOTT KENNEDY
JAMES MCREYNOLDS CALLAWAY
THOMAS ALEXANDER CALLAWAY
GREGORY JOHN PHILLIPS
Marissa Elizabeth Archer
Darrin L Gifford
Stephen Loyd Gerrald
Sarah J Vaught
Christina Michelle Blythe
MICHAEL ROBERT PATTERSON
RONNIE DUTTON
JOSEPH HOPKINS JOINER
Barrett Shirey
Britney Nikole Thrash
Ryan Carl Lassiter
Joshua D Williams
Jeffrey Michael Cade
Randy Pat Bowen

Within 50 miles of Boswell, OK, Best Investors lists 14 registered investment advisory firms with 39 offices nearby, managing about $6.29T in combined regulatory AUM across 892,767 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 Boswell

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM