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Best financial advisors in OKC, OK

Registered advisers within 25 miles of OKC, OK.

Offices
432
Firms
172
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,070,068 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

ARROW INVESTMENT MANAGEMENT LLC
FLATLANDS WEALTH LLC
OK401K, INC.
ROCKEFELLER FINANCIAL LLC
EAGLE STRATEGIES LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
PLAN GROUP FINANCIAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
EDWARD JONES
COMPREHENSIVE FINANCIAL PLANNING INC
RETIREMENT INVESTMENT ADVISORS INC
EDELMAN FINANCIAL ENGINES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MITCHELL & PAHL PRIVATE WEALTH
WILSHIRE-PENNINGTON GROUP, INC.

Investors

Jesse Robert Carlucci
Skylar Douglas Anderson
TERRENCE O'REILLY MORGAN
IAN MARSHALL OGILVIE
Juan Carlos Mireles
PAIGE HATCHER
MICHAEL EDWIN SHELLEY
CHARLES DAVID VILLARREAL
MICHAEL J MENDELSOHN
RANDALL MARK COPIER
Bart W Gernandt
ANDREW J SELF
Matthew Garrett Hechtner
Alysha M Dailey
KYLE LOUIS WILLIAMS
Luke G Gentry
ROBERT GARCIA
Tobin Babu Thomas
SRIKANT C JONNADA
PATRICK SLOAN
JONI MARIA HILL
ZACHARY DALE ARCHER
MARSHA ANN MITCHELL
BRETT VALENTINE
STEVEN WAYNE BECK
AMBER DONN EDUVIGEN
JACOB KANE OGLE
BRANDON LEE INGERSON
CALE OLBERT
WILLIAM LEE DANIEL
William Kent Coleman
DAVID KARL EVANS
RANDY LOYN THURMAN
JOSEPH WAYNE BOWIE
CAROL RINGROSE ALEXANDER
ANDREW KENNETH FLINTON
BRENDA SUE BOLANDER
Gabriel Levi Wallace
CHAD ALLEN RUDY
Alexxander V Peralta
CHARLES HUGH RAPP
Micah Bailey
BRIAN D. MITCHELL
CANDACE PAHL
BENJAMIN DANIEL KENNEDY

Within 25 miles of OKC, OK, Best Investors lists 172 registered investment advisory firms with 432 offices nearby, managing about $14.7T in combined regulatory AUM across 3,070,068 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 OKC

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