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Best financial advisors in Ramona, OK

Registered advisers within 25 miles of Ramona, OK.

Offices
57
Firms
25
Combined AUM
$5.15T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,216,867 clients when Item 5C has a number
Avg / client
$4.23M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PERSPECTIVE ADVISORS, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
SUTTERFIELD FINANCIAL GROUP, INC.
SERAPH CAPITAL ASSOCIATES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

BRIAN CHARLES CONNALLY
Darrell Dean Surface
Vincent Wayne Gregory
STACY RAY BROWN
Kent A Jensen
Jeffrey Dale Fousel
Angela K Denny
Blake A Hood
PAUL ANTHONY HOOD
BRYCE ANTHONY HOOD
PHILLIP MICHAEL THOMAS KIRK
Caleb Andrew Hood
ADAM LEE HARDESTY
JORDAN MICHAEL DUVALL
NATHAN MICAH BARHAM
Caitlin Sue Parr
JEREMY GUSTAFSON
WILLIAM JOHN WILSON
Garret Parr
ADAM MARCUS SHELLEY
KEVIN HAY
LAURA CATHERINE WOOD
AMY DAWN CADY
COREY DALE REECE
MARCUS ANDREW HECKMAN
MICHAEL WILLIAM ROBERTS
Jeremy Caughman
Lindsay Ann Sturgeon
JASON SCOTT TINKLENBERG
AARON Keith KVISTERO
TREVOR SHAWN SUTTERFIELD
BRUCE EDWARD SMITH
DOUGLAS JEROME SCHWEGMAN
Dustin Tyler Hancock
MARSHALL METCALF FRASER

Within 25 miles of Ramona, OK, Best Investors lists 25 registered investment advisory firms with 57 offices nearby, managing about $5.15T in combined regulatory AUM across 1,216,867 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 Ramona

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM