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Best financial advisors in Davenport, OK

Registered advisers within 25 miles of Davenport, OK.

Offices
10
Firms
4
Combined AUM
$3.38T
Firm-wide filings, not assets booked only here
Clients
451K
451,277 clients when Item 5C has a number
Avg / client
$7.49M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY

Investors

Ryan Michael Cockrum
Stephen Kent Barton
Zachary Robert Riggin
Austin Mitchell Mason
MARTINA DELESE GODDARD
Tyler Don Stein
RUSSELL NEAL MOYER
Chase Deen Roten
Christopher Lee Anderson
EARL SAMUAL GREER

Within 25 miles of Davenport, OK, Best Investors lists 4 registered investment advisory firms with 10 offices nearby, managing about $3.38T in combined regulatory AUM across 451,277 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 Davenport

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM