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Best financial advisors in Finley, OK

Registered advisers within 50 miles of Finley, OK.

Offices
20
Firms
7
Combined AUM
$2.78T
Firm-wide filings, not assets booked only here
Clients
366K
365,721 clients when Item 5C has a number
Avg / client
$7.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
COMPASS CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

Kellie Dawn Jenkins
David Scheffer Lerblance
RICKY LYNN COODY
GREGORY LEON SHORES
Chase S Kennedy
Tyler Allen Sellmeyer
JIMMY JON WILLIAMS
JULIE A HOKIT
AMBER LEANN LEWIS
Jahni Suzanne Tapley Bachman
Samuel Wayne McDaniel
Jarred Troy Archer
Marissa Elizabeth Archer
Lewis Spencer Schwartz
Rachael Madison Schwartz
Cheyenne Lane Williams
WILLIAM SCOTT KENNEDY
Darrin L Gifford
Stephen Loyd Gerrald
Sarah J Vaught
Ryan Carl Lassiter
Britney Nikole Thrash
JAMES MCREYNOLDS CALLAWAY
THOMAS ALEXANDER CALLAWAY
DANA BRENT NAPIER
SAMUEL CHARLES SMEED
Andrew Robertson Cobb
Jill Cobb
DONALD KEITH MOFFITT
Joshua D Williams
Jeffrey Michael Cade

Within 50 miles of Finley, OK, Best Investors lists 7 registered investment advisory firms with 20 offices nearby, managing about $2.78T in combined regulatory AUM across 365,721 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 Finley

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 COMPASS CAPITAL MANAGEMENT, LLC 8 clients · 3 advisers $119M AUM