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Best financial advisors in Edmond, OK

Registered advisers within 25 miles of Edmond, OK.

Offices
436
Firms
187
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,254,350 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
GWN SECURITIES INC.
STRATEGIC FINANCIAL CONCEPTS, LLC
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BLESSED FINANCIAL INVESTMENTS, LLC
PALUMBO CAPITAL GROUP, LLC
PRINCIPAL SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE WEALTH CONSULTING GROUP

Investors

Scotty V Dean
KELLY DUANE WISDOM
Connie Marie Nader
Christopher M Nader
Robert M Karaya
RICHARD JAMES COLLINS
STEVEN ROMANO
PAUL DOUGLAS HAYES
Clarence William Hayes
LARRY RAY PAULK
TRACY DALE HOLT
JAMES EDWARD COUNTS
Phillip Wolf
SCOTT ALLEN HAAS
JOHN PATRICK SULLIVAN
CHRISTOPHER SCOTT MCNEIL
David Dick
CLAYTON COLLIER
Micah Stephen Ogden
Kevin Lee Wilkinson
ROBERT STEVEN MARKLE
LANCE MICHAEL POLK
Candace Rene Hobbs
Susannah Awopeju Lopez
CARSON REED WOOSTER
STEVEN JAMES MANUEL
THOMAS EDWARD WEBBER
LYNN JOSEPH BILODEAU
DARLENE LYNN SHIPE

Within 25 miles of Edmond, OK, Best Investors lists 187 registered investment advisory firms with 436 offices nearby, managing about $15.5T in combined regulatory AUM across 3,254,350 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 Edmond

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM