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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

MERIT ADVISORS, INC.
OSAIC WEALTH, INC.
INVESTRUST CONSULTING, LLC
CETERA INVESTMENT ADVISERS LLC
LEONARD INVESTMENT ADVISORS INC.
B.B. GRAHAM & COMPANY, INC.
PFS INVESTMENTS INC.
VISTA INVESTMENT PARTNERS LLC
MOTIV8 INVESTMENTS LLC
REDHAWK WEALTH ADVISORS, INC.
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
EDWARD JONES

Investors

CHAD MICHAEL ROGERS
GARY BRUCE FRALEY
DONALD LEE DILLINGHAM
MARK NELSON HOLLOWAY
RICHARD B. HENDERSON
JOSEPH COLLIN VAHLBERG
DANIEL CARROLL STITH
Gregory Franklin Baum
MARK THOMAS WILLIAMS
SHANNON DAWN CARTER
DANIEL PETER JUNKIN
Garrett Scott Johnson
ANDREW WILLIAM HOOD
Jacob Alexander Janzen
STEVEN THOMAS BAJEMA
DAVID DEANE POWELL
DAVID FERRIS ABOUD
DARREN WINSTON KING
JAMES BRYAN PEARSON
ROBERT LEONARD SAVAGE
JOHN WILLIAM PRIBYL
KIMBERLY A VAUGHN
ELAINE BRAVER COWAN
KATE MARIE ADAMS
AMANDA KAYE RAMIREZ
Sarah Mabra
JANE ANN DAVENPORT
STEVEN LAWRENCE HAWES
JERRY DALE THURMAN
TODD DENNIS LANG
ALYOSHA RICHARD MERTENS
RONALD LOYD RICHARDSON
PATRICK DANIEL MUNNERLYN
BOON SER TAN
KRISTAN RUTH BRUHN
CAROL ELAINE LYONS
JUSTIN JOSEPH KLEIN
CHRISTOPHER JAMES-FREDERICK CROTTS
Michael Thomas England
Mary Jolyn Bauer
RANDALL LOREN CLOUD
KERI MARIE ZEDER

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