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Best financial advisors in Disney, OK

Registered advisers within 25 miles of Disney, OK.

Offices
14
Firms
9
Combined AUM
$2.61T
Firm-wide filings, not assets booked only here
Clients
324K
323,741 clients when Item 5C has a number
Avg / client
$8.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CORNERSTONE WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
PALO DURO PARTNERS, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.

Investors

AUSTIN TYLER BROWN WALTON
Steven Tamplen
JASON WESLEY BENSON
JACK WIMER
MICHAEL GARRETT BOROK
PAYTON RIDGE STURGES
Julie Ann McCarthy
JUSTIN MILES MCDANNALD
DEE ROSS HILLIARD
Justin Mark Chizmar
John Thomas Delatorre
Eric Wayne Hansbrough
WESLEY WALTON CYRUS
Nicholas Taylor Harris
Joshua L Lee
Caitlin Marie Baney

Within 25 miles of Disney, OK, Best Investors lists 9 registered investment advisory firms with 14 offices nearby, managing about $2.61T in combined regulatory AUM across 323,741 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 Disney

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 CORNERSTONE WEALTH MANAGEMENT, LLC 4 clients · 83 advisers $4.93B AUM