Best Investors Account Sign in

Best financial advisors in Hallis, OK

Registered advisers within 25 miles of Hallis, OK.

Offices
6
Firms
3
Combined AUM
$3.37T
Firm-wide filings, not assets booked only here
Clients
451K
451,277 clients when Item 5C has a number
Avg / client
$7.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Alan Dale Baker
Joshua Blake Henry
Mark Ragsdale
Chase Deen Roten
RUSSELL NEAL MOYER
Tyler Don Stein
MARTINA DELESE GODDARD

Within 25 miles of Hallis, OK, Best Investors lists 3 registered investment advisory firms with 6 offices nearby, managing about $3.37T 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 Hallis

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