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Best financial advisors in Piedmont, OK

Registered advisers within 25 miles of Piedmont, OK.

Offices
363
Firms
158
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,031,520 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
DEEP FORK CAPITAL, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
WINDLE WEALTH
G. DEWAYNE MCANALLY
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Lance Edward Cummings
Joshua Alan Cain
Sang Van Tran
LINDA MCDOWN
HAROLD DUANE MCDOWN
PERRY ANDREAS PEDERSON
Brian Christopher Hancock
Derek Eugene Howell
DOUGLAS LEE BROWN
STEPHEN LAWRENCE RIMMER
Joshua Roche
ROBERT LYNDON TAYLOR
DAVID SCOTT WILSON
Justin Fitzgerald Echols
Shea Brooklyn Brown
DONALD RAY WINDLE
LYNNE CARLSON
ALAN PAUL BEAMISH
NICOLE ANN HUGHES
MICHAEL Z FOOTE
ERIC B DUBBELL
Jonathan Shields
LYNDI ELIZABETH WRIGHT
ANGELA BROWN
JONATHAN ROTH
Levi C. Wade
Reg D Aldrich
JENNA RUTH MCALISTER
GRANT RICHARD MILNER
GARY DEWAYNE MCANALLY
JAMES ANTHONY BRUMMITT

Within 25 miles of Piedmont, OK, Best Investors lists 158 registered investment advisory firms with 363 offices nearby, managing about $14.6T in combined regulatory AUM across 3,031,520 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 Piedmont

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