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Best financial advisors in Oologah, OK

Registered advisers within 25 miles of Oologah, OK.

Offices
112
Firms
54
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.30M
2,299,174 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CWM, LLC
GWN SECURITIES INC.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC

Investors

Kent A Jensen
Jeffrey Dale Fousel
Vincent Wayne Gregory
STACY RAY BROWN
Eric Frederick Dye
Jeffrey Lou Stumpff
CRAIG ALAN LONEY
RYAN STEPHEN NEELY
GRANT DAVID GINGERICH
Corey A Baney
Jeffrey Lewis Burger
BRIAN CHARLES CONNALLY
MELANIE CARROLL HASTY-GRANT
KENNETH DON GRANT
DAVID RUSSELL ST. JOHN
Nicholas Keone Kila
STEPHEN BRETT WHITE
MICHAEL KENT WHITE
BROCK M ROWLETT
LUKE ARLEN DALTON
GARRETT WALTON STEPHENSON
CALEB LEE HASS
JAY DEE COLLINS
Evan K Gibson
Dale Jordan Alimena
Jeylyn Suade Sharpe
Ronald H Ledferd
Wayne L Mahan

Within 25 miles of Oologah, OK, Best Investors lists 54 registered investment advisory firms with 112 offices nearby, managing about $10.3T in combined regulatory AUM across 2,299,174 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 Oologah

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM