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Best financial advisors in Pocasset, OK

Registered advisers within 25 miles of Pocasset, OK.

Offices
29
Firms
10
Combined AUM
$3.75T
Firm-wide filings, not assets booked only here
Clients
844K
843,854 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ARVEST WEALTH MANAGEMENT
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Daniel R. Sanders
Eugene Ronald Sanders
Brayden Heath Stringer
Matthew Richard Soutee
JOHN MARK BURTON
Cale Douglas Walker
Seth Dylan Covey
Brandon Wayne Allee
Derek Marshal Cofer
ANDREW STEVEN VINCENT
Andrew Tekell
JAMIE LYNN BLAKLEY
Kelly Lopez Atkinson
CALVIN BRADLEY KIBURZ
Jonathan L Holeman
Tanner Dwain Foster
MARGARET MARY AVANT
THOMAS HENRY AVANT
Danny Moody
Amanda Marie Rosholt
Justin Michael Tate
DEIRDRE YVONNE BARNES
NELLIE KATHLEEN GREEN
MICHAEL ALAN CAIN
DARREN LAYNE MEYER
ERIC SCOTT LEDOUX
EMILE ANTHONY RABITO
Kenneth Michael Edmonds

Within 25 miles of Pocasset, OK, Best Investors lists 10 registered investment advisory firms with 29 offices nearby, managing about $3.75T in combined regulatory AUM across 843,854 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 Pocasset

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 ARVEST WEALTH MANAGEMENT 1 clients · 215 advisers $3.44B AUM