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Best financial advisors in Marietta, OK

Registered advisers within 25 miles of Marietta, OK.

Offices
19
Firms
6
Combined AUM
$3.22T
Firm-wide filings, not assets booked only here
Clients
260K
260,352 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SPC
EDWARD JONES
FMI
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC

Investors

ROBERT SCOTT LOCKARD
SAMUEL WAYNE BRIMER
Cody Michael Steele
Angela Leann Morales
ALLEN MICHAEL BYNUM
Bregan Mitchell Heitz
MICHAEL WAYNE WHITSON
KAYLA SHAYLEEN TWEEDY
Edward Alan Schneider
Jody W Dieker
EMILY A BUSH
JOE DAN MCADAMS
Mark E. Riesen
Blake E Riesen
Bryce Gregory Martens
Benjamin James Jackson
Morgan Vonell Henderson
Earl L. Russell
LaDonna M. Fleitman
THOMAS REY SCHALK
JAMES BONNER GOLDSWORTHY
Blake Everett Wallace
RALSTON PHILLIP BILLIOT

Within 25 miles of Marietta, OK, Best Investors lists 6 registered investment advisory firms with 19 offices nearby, managing about $3.22T in combined regulatory AUM across 260,352 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 Marietta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 SPC 4,483 clients · 490 advisers $6.10B AUM 6 FMI 4 advisers $318M AUM