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Best financial advisors in Ponca City, OK

Registered advisers within 25 miles of Ponca City, OK.

Offices
13
Firms
8
Combined AUM
$2.83T
Firm-wide filings, not assets booked only here
Clients
271K
270,989 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERCER GLOBAL ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CCR INVESTMENT ADVISERS, LLC
LPL FINANCIAL LLC

Investors

Kevin Florer
Caitlyn Marie Fox
Jodi Renee Cline
Melinda Renee' McCormick
Mary Alcott Maddux
Mark Grady Maddux
DAVID L BASKIN
SHAUN DAVID SEARLE
BRETT THOMAS BIDDINGER
JASON C BIVIN
SKYLER NATHANIEL CONWAY
Casey Green
Clifford Eugene Hines
PATRICK JOSEPH MULLIGAN
GEORGE E FERGUSON
CRAIG ALLEN POET
ADAM BRYANT FERGUSON
LISA MARIE REED
CARL VICTOR COATES
GERALD DON CORBIN
Noah Jacob Williams
Ross Justin Cline
Connor L Cline
Emily Suzanne Maddux
Judy Ranae Eckholt

Within 25 miles of Ponca City, OK, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.83T in combined regulatory AUM across 270,989 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 Ponca City

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 CCR INVESTMENT ADVISERS, LLC 3 advisers $55.8M AUM