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Best financial advisors in T A F B, OK

Registered advisers within 25 miles of T A F B, OK.

Offices
431
Firms
172
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,070,068 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
BOK FINANCIAL SECURITIES, INC.
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALIC FINANCIAL ADVISORS, INC.
IP FINANCIAL ADVISORY SERVICES LLC
DBM ADVISORS, LLC
LPL FINANCIAL LLC

Investors

MICHAEL JAMES MOY
Amy Elizabeth Harper
Benjamin Lee Souza
DUSTIN TYE HELLAMS
RONALD GLEN HARGIS
MELINDA DAWN SEAGRAVES
Bryan Newton Terry
Raychelle Lanette Black
Rusty Clayton Jones
Gary Lee Chitwood
JEFFREY ALAN WALLACE
Alexander Frank
Jason Brant Kirk
Christian Christopher Yates
Christopher Ian Moore
Ronald James Stevens
SHAWN DFORREST POWELL
MICHAEL LYNN GRANT
CHASE ADDISON GRANT
TYLER JAMES PAINTER
Tanner Ray Hayes
Clay David
James P. O'Malley
Connor R Holman
Michael Ryan McIlvoy
VIRGINIA DELL WRIGHT
DAVID DEANE POWELL
Carter Bradley Hodson
PETER MICHAEL SHUROW
CHRISTOPHER S MARICONDA
MICHAEL THOMAS ANDERSON
PAUL A. MARICONDA
CLAYTON JEFFERY PELES
CELESTINE EMEJURU Njoku
NICHOLAS A DUTHIE
SEBASTIAN J OUKASSOU

Within 25 miles of T A F B, OK, Best Investors lists 172 registered investment advisory firms with 431 offices nearby, managing about $14.7T in combined regulatory AUM across 3,070,068 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 T A F B

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM