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Best financial advisors in Purcell, OK

Registered advisers within 25 miles of Purcell, OK.

Offices
69
Firms
29
Combined AUM
$5.34T
Firm-wide filings, not assets booked only here
Clients
1.95M
1,950,649 clients when Item 5C has a number
Avg / client
$2.74M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CONCORDE ASSET MANAGEMENT, LLC
LEVEL FOUR ADVISORY SERVICES
BUWICK GROUP WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MOMENTUM INDEPENDENT NETWORK INC.
J.P. MORGAN SECURITIES LLC
DG CAPITAL MANAGEMENT, LLC
BOK FINANCIAL SECURITIES, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MERIT FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
D.M. WEALTH MANAGEMENT, INC.

Investors

Coleton Sharp
Jesse Ray Bain
Kimberly Marie Swain
Kyle Hare
MATT BRANSTETTER
TODD ANDREW PARKER
Elizabeth Ward
Bryce gregory buwick
GREGORY MICHAEL BUWICK
Zachary Michael Miller
Woodrow D Smith
Jolene Therese Nauman
Tanner Dwain Foster
RONALD MARK GEURKINK
Hunter Stringfellow
Ervin Decker
Justin Lee Corcoran
Christy Lea Nelson
SYLVIA LEIGH STERLING
GREGORY ALAN HEIPLE
GRETCHIN RACHELLE SCOTT
DOANE FARR HARRISON
JASON D. GRANT
Brianna Garon
MARGARET FRAZIER DOVIAK

Within 25 miles of Purcell, OK, Best Investors lists 29 registered investment advisory firms with 69 offices nearby, managing about $5.34T in combined regulatory AUM across 1,950,649 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 Purcell

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM