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Best financial advisors in Oklahoma City, OK

Registered advisers within 25 miles of Oklahoma City, OK.

Offices
524
Firms
215
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,072,551 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

PLAINS VENTURES
TOM JOHNSON INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
FORVIS MAZARS WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
GENEOS WEALTH MANAGEMENT, INC.
311 CAPITAL MANAGEMENT LLC
CORTADO VENTURES MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
ACORN CAPITAL MANAGEMENT
ECHO INVESTMENT CAPITAL, LLC
DBM ADVISORS, LLC
LPL FINANCIAL LLC

Investors

NICHOLAS JENNINGS POINTER
Jeremy Hunter Wilcox
VIRGINIA ANN DAVIS
CORY JAMES ROBINSON
DOUGLAS ALAN HAWS
MELANIE PYLE DARROW
SHAENA LEE CARTER
Jenee N Lister
CARTER LEE BAUMERT
Lisa Elaine Shannon
JAMES DAVID BERTSCH
JUSTIN ZANE COVEY
STEPHEN-TAYLOR GRIMES
CHANDELLE A VOLO
DANIEL IAN BRUNER
MICHAEL L STEWART
Laudena Fields
HABIB H YOUSEFZADEH
Randall Chad Parks
NICK L WU
JULIE LYNN SELIG
Sidney K Klem
SONJA RENEE SNIDER
JEFF W MCDONALD
LINDA ANN HINK KISSLER
Kyle Burch
Carter Bradley Hodson
ROBIN ANN RUSH
SAMUEL COWAN PRICE
REBECCA D MILLS
RITA CATHERINE RATCLIFFE
JEFFREY ALLAN ARMSTRONG
DEBRA LOGAN
GREGORY LYNN HALL
DONALD SHANE HOWAT
JORDAN ELLIOTT HENRICKS
JULIE EASTERLY
PETER MICHAEL HARLIN
JAMES VASIL LONG
JEFFREY ALAN BLUMENTHAL
TERESA J WIGGINS
GABRIEL N DE CAMPUS
Jessica McCoy
AZMI YACOUB FAKHOURY
KERI LYN JAMES
JODY LEE CINNAMON
WILLIAM PAUL FINK
JEFFRY NEAL CAREL
JAMES ALEXANDER TAPPAN
KRISTEN ELIZABETH KING
Derek Todd Dorris
KAYSHA LOUISE ANDREWS
MATTHEW LANE WAHL
Selena Marie Williams
Zack T. Skinner
ERIC MICHAEL SULLIVAN
Peter W Vitali
LARRY NEIL GODDARD
RICHARD HOWORTH PARRY
Hunter Arthur Baldwin
JACOB G GIBSON
AARON STEPHEN CURRY
NICHOLAS A DUTHIE
SEBASTIAN J OUKASSOU

Within 25 miles of Oklahoma City, OK, Best Investors lists 215 registered investment advisory firms with 524 offices nearby, managing about $15.3T in combined regulatory AUM across 3,072,551 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 Oklahoma City

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