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Best financial advisors in Newcastle, OK

Registered advisers within 25 miles of Newcastle, OK.

Offices
322
Firms
131
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,848 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
CONCURRENT INVESTMENT ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BOK FINANCIAL SECURITIES, INC.
SGL FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Kenneth Michael Edmonds
ERIC SCOTT LEDOUX
SYLVIA LEIGH STERLING
William Chandler Spain
Bradley Shayne Lester
Jarred John Elwell
GREGORY Michael ELLIS
Luke Christian Ledebur
Andrew Reichardt
Laurie Ellen Meese
Ervin Decker
JOHN EDWARD HARRIS
MARK A JOHNSON
LORA KAY ROLIN
Cayla Jo Taylor
Richard Kyle Taylor
Matt Haben
Taylor Matthew Gardner
Angela Vetrano
DUSTY LYNN TREAT
Jacee Nicole Randall
Kathryne Figura
Justin Lee Corcoran
ROBERT DUAYNE MOORE
JAMES DAVID WESTON

Within 25 miles of Newcastle, OK, Best Investors lists 131 registered investment advisory firms with 322 offices nearby, managing about $14.6T in combined regulatory AUM across 3,053,848 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 Newcastle

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM