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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

LIG CAPITAL MANAGEMENT, LLC
PFS INVESTMENTS INC.
THURSTON SPRINGER ADVISORS
LEXAURUM ADVISORS
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLIANT RETIREMENT CONSULTING
WILSHIRE-PENNINGTON GROUP, INC.
EDWARD JONES
SOARD FINANCIAL MANAGEMENT, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RETIREMENT INVESTMENT ADVISORS INC
COMPREHENSIVE FINANCIAL PLANNING INC

Investors

CHRIS JAMES LORENZEN
MARK ROUGH HUMPHREYS
JULIE MARIE MAHANAY
STUART LEE MCCUAN
BRANDON STEVEN FULLER
BROCK GABRIEL HUNTER
MICAH THOMASON
DAMON CONOR PAGE MORAN
MATTHEW M. ROBERSON
TAMI DIANE BEARDEN
PATRICIA MARIE BURRUS
WILLIAM JOHN HUGHES
ADAM WADE CHRISTENSEN
WANDA JO ROSS
DON SPICER
ALLAN KEITH BOOHER
ANN MARIE SMITH
Ramon Aceves
Josue R Villalobos Reyes
RYAN CHRISTOPHER BARNETT
BENJAMIN DANIEL KENNEDY
Tanner James Bonham
DONALD WAYNE SOARD
Ryan A Boydston
Chad W Mikles
Scotty V Dean
KELLY DUANE WISDOM
Micah Bailey
RANDY LOYN THURMAN
JOSEPH WAYNE BOWIE
CAROL RINGROSE ALEXANDER
ANDREW KENNETH FLINTON
BRENDA SUE BOLANDER
Gabriel Levi Wallace
CHAD ALLEN RUDY
Alexxander V Peralta
DAVID KARL EVANS
PAUL DOUGLAS HAYES
Clarence William Hayes
LARRY RAY PAULK
TRACY DALE HOLT

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