Best Investors Account Sign in

Best financial advisors in Newalla, OK

Registered advisers within 25 miles of Newalla, OK.

Offices
224
Firms
108
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,822,049 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BOK FINANCIAL SECURITIES, INC.
FIRST COMMAND ADVISORY SERVICES

Investors

THOMAS DWAYNE FRY
VIRGINIA DELL WRIGHT
Leah LaNae Willis
James P. O'Malley
Elizabeth Diane O'Malley
William T Ahrberg
Connor R Holman
Michael Ryan McIlvoy
Raychelle Lanette Black
Ronald James Stevens
SHAWN DFORREST POWELL
TYLER JAMES PAINTER
Tanner Ray Hayes
Clay David
MICHAEL LYNN GRANT
CHASE ADDISON GRANT
David Wayne Spires
Rusty Clayton Jones
Gary Lee Chitwood
JEFFREY ALAN WALLACE
Alexander Frank
Jason Brant Kirk
Christian Christopher Yates
Christopher Ian Moore
MICHAEL JAMES MOY
Amy Elizabeth Harper
Benjamin Lee Souza
DUSTIN TYE HELLAMS
RONALD GLEN HARGIS
MELINDA DAWN SEAGRAVES
Bryan Newton Terry
Jacob Russell
DENNIS FERREL MORRIS

Within 25 miles of Newalla, OK, Best Investors lists 108 registered investment advisory firms with 224 offices nearby, managing about $13.5T in combined regulatory AUM across 2,822,049 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 Newalla

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM