Best financial advisors in Dale, OK

Registered advisers within 25 miles of Dale, OK.

Offices

79

Firms

40

Combined AUM

$6.56T

Firm-wide filings, not assets booked only here

Clients

1.09M

1,093,099 clients when Item 5C has a number

Avg / client

$6.01M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

20213 NE 23RD ST B2
HARRAH, OK 73045

EAGLE STRATEGIES LLC

10500 SOUTH LUTHER ROAD
NEWALLA, OK 74857

EDWARD JONES

39004 W MACARTHUR ST SUITE 110
SHAWNEE, OK 74804

EDWARD JONES

17323 NE 23rd ST Suite B
CHOCTAW, OK 73020-0000

STATE FARM INVESTMENT MANAGEMENT CORP.

4400 N KICKAPOO
SHAWNEE, OK 74804

EDWARD JONES

4010 N KICKAPOO AVE STE 1
SHAWNEE, OK 74804

EDWARD JONES

318 West MacArthur St
Shawnee, OK 74804-0000

STATE FARM INVESTMENT MANAGEMENT CORP.

4202 N Harrison St
Shawnee, OK 74804

10.3 miles away

EDWARD JONES

3813 N HARRISON ST
SHAWNEE, OK 74804

10.4 miles away

LPL FINANCIAL LLC

2675 N HARRISON AVE
SHAWNEE, OK 74804

10.6 miles away

EDWARD JONES

923 EAST MACARTHUR ST
SHAWNEE, OK 74804

10.6 miles away

ARVEST WEALTH MANAGEMENT

201 NORTH BROADWAY
SHAWNEE, OK 74801

11.2 miles away

SOWELL MANAGEMENT

23 East 9th Street Suite 221
Shawnee, OK 74801

11.2 miles away

EDWARD JONES

14618 N E 20TH STREET SUITE B
CHOCTAW, OK 73020

11.6 miles away

OSAIC WEALTH, INC.

7040 FORESTREE LN
OKLAHOMA CITY, OK 73150

14.5 miles away

EDWARD JONES

1402 S Post Rd
MIDWEST CITY, OK 73130

15.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

9075 Harmony Drive
Midwest City, OK 73130

16.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2601 S. DOUGLAS BLVD SUITE 130
MIDWEST CITY, OK 73130

16.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1386 S Douglas Blvd
Midwest City, OK 73130-5215

16.4 miles away

EDWARD JONES

1338 S DOUGLAS BLVD
MIDWEST CITY, OK 73130

16.4 miles away

Firms

EAGLE STRATEGIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

ARVEST WEALTH MANAGEMENT

SOWELL MANAGEMENT

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Leah LaNae Willis

THOMAS DWAYNE FRY

David Wayne Spires

James P. O'Malley

Elizabeth Diane O'Malley

DENNIS FERREL MORRIS

EARL SAMUAL GREER

Michael Paul Garbutt

JAMES RUSSELL KAUTZ

Brent Scott Morris

TIMOTHY KIRK ISRAEL

William T Ahrberg

VIRGINIA DELL WRIGHT

Connor R Holman

Michael Ryan McIlvoy

Ronald James Stevens

SHAWN DFORREST POWELL

Raychelle Lanette Black

TYLER JAMES PAINTER

Tanner Ray Hayes

Within 25 miles of Dale, OK, Best Investors lists 40 registered investment advisory firms with 79 offices nearby, managing about $6.56T in combined regulatory AUM across 1,093,099 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 Dale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM