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Best financial advisors in Catoosa, OK

Registered advisers within 25 miles of Catoosa, OK.

Offices
312
Firms
114
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,516,556 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
GWN SECURITIES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
IMPACT PARTNERSHIP WEALTH, LLC

Investors

Holden Wayne Florer
Ralph Andrade
Michael Benditz
Parker Conway
ROBERT SCOTT VILLINES
Kristopher J Jantzen
CALEB LEE HASS
JAY DEE COLLINS
STEPHEN BRETT WHITE
MICHAEL KENT WHITE
BROCK M ROWLETT
LUKE ARLEN DALTON
GARRETT WALTON STEPHENSON
Evan K Gibson
Dale Jordan Alimena
Japhet Martinez
RICHARD ALAN BENSON
JON PATRICK TOPOLSKI
Nicholas Dean Pardon
CODY DOUGLAS CALLAWAY
Eric Frederick Dye
MICHAEL JOHN WESTERMAN
JEREMY WISHAWN FORD
Kyle Douglas Canida
Robyn Havener
Brett Alan James
Lilly Ann Velotta
Alexandra Paige Cornwell
Corey A Baney
Matthew D Fleske
Suzanne Kay Porske

Within 25 miles of Catoosa, OK, Best Investors lists 114 registered investment advisory firms with 312 offices nearby, managing about $11.8T in combined regulatory AUM across 2,516,556 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 Catoosa

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM