Best Investors Account Sign in

Best financial advisors in Owasso, OK

Registered advisers within 25 miles of Owasso, OK.

Offices
316
Firms
114
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,514,839 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
HUB INVESTMENT PARTNERS, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE BAKER GROUP, LP
WELLTH ADVISORY SERVICES, LLC
MWA FINANCIAL SERVICES INC.
STEP BY STEP FINANCIAL, LLC

Investors

Eric Frederick Dye
Japhet Martinez
BRIAN CHARLES CONNALLY
CRAIG ALAN LONEY
CRAIG CARLTON ADAMS
RYAN STEPHEN NEELY
Corey A Baney
GRANT DAVID GINGERICH
Jeffrey Lewis Burger
JAMES JOHN VANDERVEEN
ASHLEY ELIZABETH CUTSHALL
CHARLES JULES DE COUNE
Randall Warren Nelson
Angela K Denny
Patrick Donovan Schaefer
MARK RICHARD FORBES
Cynthia Leigh Powell
KRISTIN ASHLEY AFELUMO
EMILY MARIE HARRIS
Melissa Jean Bodenstab
KEVIN FRANCIS JACOBS
Kelly Payne
KIRBY LYNN CROISANT

Within 25 miles of Owasso, OK, Best Investors lists 114 registered investment advisory firms with 316 offices nearby, managing about $11.8T in combined regulatory AUM across 2,514,839 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 Owasso

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM