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Best financial advisors in Poteau, OK

Registered advisers within 25 miles of Poteau, OK.

Offices
23
Firms
12
Combined AUM
$5.23T
Firm-wide filings, not assets booked only here
Clients
438K
438,443 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
VERUS CAPITAL PARTNERS, LLC
ARVEST WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
VERTIS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HUNTLEIGH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

LAVON AARON WILLIAMS
Nickolas Eli Wann
Levi Chuculate
Jessie Ryan Zamaripas
Justin Wade Permenter
Ethan James Gammill
John Brent Kesner
Stephen Willard McAdams
WILLIAM STANDLEY EDEN
Scott Christopher Phillips
Heather Ann Vanderheiden
Amber Sheri Fonseca
Jason Edward Green
A C Brown
LORI DEE FLANAGAN
SYLVIA HOWE
SHELBY SCOTT FEURTADO
SUZANNE MICHELLE PETERSON
CHRISTOPHER JOSEPH HEDRICK
ALLYN LINDLEY DONAUBAUER
Rebecca Anne Stout
Dale Allen Bedell
KEITH W HURST
LAURA DENISE CHAMBERS
ADAM B PLATTNER
MICHAEL TRAVIS NEER
Ross Benham Plattner
Evelyn Kerry Franklin
Dawsyn W Smith
DON RAY MCDONALD
Richard E Dudley
Justin Taylor Wiseman
LACEY JO BLUE
Luke W McDonald
HUGH LAWSON HEMBREE
Sharon Kay Hanna
IRENE L ROBERTSON
SCOTT RANDALL PRICE
DENNIS L WOOD
Vicki Lyn Arnold
KATHERINE A ELLIS
MARK RICHARD MYERS
Brayden Heath Stringer

Within 25 miles of Poteau, OK, Best Investors lists 12 registered investment advisory firms with 23 offices nearby, managing about $5.23T in combined regulatory AUM across 438,443 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 Poteau

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM