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Best financial advisors in Sapulpa, OK

Registered advisers within 25 miles of Sapulpa, OK.

Offices
283
Firms
112
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,515,537 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
O'BRIEN CAPITAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
USA FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
BOK FINANCIAL SECURITIES, INC.

Investors

Tyra Lynn Langley
Elizabeth Fern Gore
JEREMY EDWARD MOORE
Carl Patrick O'Brien
Jacob R O'Brien
Michael Roland Casselman
Ryan Zakry Dyer
Matthew McGuire
Jackson Mix
Kimberly Dawn Kupka-Coon
Todd Alan Lance
Frank Mamola
MARVIN BILLY JACK MANNS
Evan R Rush
Bryce Dale Snyder
CURTIS LANE DAVIDSON
Matthew Adam Cotton
Brenda O'Rourke
STEVEN R LANE
STEVEN LIND BOWLDS
Kilby Alyn Legg
JOHN MICHAEL PURZNER
Patricia Mapel
DAVID CHARLES PROVENZANO
Michael Nathan Sokol
JONATHAN FREDERICK USITALO
Jonathan W Jones
Michael Taylor Priest
Derek Craig Ebert

Within 25 miles of Sapulpa, OK, Best Investors lists 112 registered investment advisory firms with 283 offices nearby, managing about $11.7T in combined regulatory AUM across 2,515,537 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 Sapulpa

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM