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Best financial advisors in Terlton, OK

Registered advisers within 25 miles of Terlton, OK.

Offices
22
Firms
10
Combined AUM
$5.12T
Firm-wide filings, not assets booked only here
Clients
810K
809,619 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Alan Dale Baker
Joshua Blake Henry
Mark Ragsdale
CURTIS LANE DAVIDSON
Matthew Adam Cotton
Brenda O'Rourke
Kimberly Dawn Kupka-Coon
Frank Mamola
Todd Alan Lance
STEVEN R LANE
STEVEN LIND BOWLDS
Derek Craig Ebert
JOHN MICHAEL PURZNER
Patricia Mapel
DAVID CHARLES PROVENZANO
Chase Deen Roten
RUSSELL NEAL MOYER
JEREMY EDWARD MOORE
Tyler Don Stein
Carl Patrick O'Brien
Jacob R O'Brien
Michael Roland Casselman
Ryan Zakry Dyer
Matthew McGuire
MARTINA DELESE GODDARD
Tyra Lynn Langley
Elizabeth Fern Gore

Within 25 miles of Terlton, OK, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $5.12T in combined regulatory AUM across 809,619 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 Terlton

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 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 BOK FINANCIAL ADVISORS 146 advisers $1.06B AUM