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Best financial advisors in Lebanon, OK

Registered advisers within 25 miles of Lebanon, OK.

Offices
23
Firms
9
Combined AUM
$2.13T
Firm-wide filings, not assets booked only here
Clients
267K
266,853 clients when Item 5C has a number
Avg / client
$7.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
SPC
FMI
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
MAIN STREET ASSET MANAGMENT
CETERA INVESTMENT ADVISERS LLC

Investors

Bryce Gregory Martens
Mark E. Riesen
Blake E Riesen
Alex Sherman
ROBERT SCOTT LOCKARD
SAMUEL WAYNE BRIMER
Cody Michael Steele
ALLEN MICHAEL BYNUM
Bregan Mitchell Heitz
MICHAEL WAYNE WHITSON
KAYLA SHAYLEEN TWEEDY
Angela Leann Morales
Edward Alan Schneider
EMILY A BUSH
Jody W Dieker
Justin Wheatley
JOE DAN MCADAMS
JAMES RUSSELL OLDHAM
JAMES HOUSTON MCCLURE
THOMAS KYLE BOOTHE
Katheryn Ann Cope
Dee Ann Abner
TAMMY RENAE CRANFORD
Blake Preston Burchel

Within 25 miles of Lebanon, OK, Best Investors lists 9 registered investment advisory firms with 23 offices nearby, managing about $2.13T in combined regulatory AUM across 266,853 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 Lebanon

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 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SPC 4,483 clients · 490 advisers $6.10B AUM 7 HILLTOP SECURITIES INC. 171 advisers $2.51B AUM 8 FMI 4 advisers $318M AUM