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Best financial advisors in Lexington, OK

Registered advisers within 25 miles of Lexington, OK.

Offices
60
Firms
30
Combined AUM
$4.12T
Firm-wide filings, not assets booked only here
Clients
1.94M
1,939,793 clients when Item 5C has a number
Avg / client
$2.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CONCORDE ASSET MANAGEMENT, LLC
BUWICK GROUP WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
D.M. WEALTH MANAGEMENT, INC.
MERIT FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MOMENTUM INDEPENDENT NETWORK INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
PISMO PACIFIC FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Kyle Hare
Coleton Sharp
Jesse Ray Bain
Kimberly Marie Swain
MATT BRANSTETTER
Bryce gregory buwick
GREGORY MICHAEL BUWICK
Hunter Stringfellow
Ervin Decker
Zachary Michael Miller
GREGORY ALAN HEIPLE
Emilee Catherine Tarver
Daniel William Mitchell
MARGARET FRAZIER DOVIAK
DOANE FARR HARRISON
JASON D. GRANT
Brianna Garon
RONALD MARK GEURKINK
Woodrow D Smith
Jolene Therese Nauman
GRETCHIN RACHELLE SCOTT
RAYMOND MORGAN RENNIE
Christy Lea Nelson
ROBYN A FAIN
Lisa A Baker
Natalie Moon Lim-Taylor
John David Robinson
Aiden Kotaro Jones
ADAM HARRY CARSON
JOHN B CARROLL
OMAR MAURICIO ROSALES
Melissa Kathleen Raiford
ANTHONY LEE CRUSE
James Ray Wilbanks
MARK EDWARD WOODY
Janie Floylene Bays

Within 25 miles of Lexington, OK, Best Investors lists 30 registered investment advisory firms with 60 offices nearby, managing about $4.12T in combined regulatory AUM across 1,939,793 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 Lexington

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM