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Best financial advisors in Tulsa, OK

Registered advisers within 25 miles of Tulsa, OK.

Offices
413
Firms
156
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,698,151 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

SUSTAINABLE ADVISORS ALLIANCE LLC
OSAIC WEALTH, INC.
ONEDIGITAL
CORPORATE CONSULTING GROUP, INC.
ALLOCATIONS ADVISERS, LLC
INTEGRA PRIVATE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LONGBOW ASSET MANAGEMENT
ARVEST WEALTH MANAGEMENT
MERCURY CAPITAL MANAGEMENT, LLC
ACCESS CAPITAL MANAGEMENT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EAGLE STRATEGIES LLC
MWA FINANCIAL SERVICES INC.

Investors

KRISTA ANNE STROHOFFER
Elizabeth Sheldahl Litts
JULIE LYNN SKYE
LAURA WHITNEY ISANUK
HAROLD JOSEPH MORAN
PAMELA STAMPER BRANDT
MATTHEW JOSEPH HULSE
MICHAEL KENNETH HULSE
THOMAS DAVIDSON RORSCHACH
NICHOLAS WILLARD ROSTYKUS
GARY WAYNE GOULD
MARQUAY JOVON BAUL
JOHN KIRK HELM
MICHAEL JACOB DOLLARHIDE
Matthew James Mauldin
KORY ANDREW ALLSOP
JOHN ERLAND KIOSTERUD
TIMOTHY LYNN WYATT
JANET MARIE WEDMAN
Landon David Anderson
Bradley Daniel Soliman
Jimmy Rodriguez Quiroz
Christopher Dale Endres
Ashley Nicole Rucker
CHRISTOPHER JERROD SCHROEDER
SASHA RENEE GRAY
Johnathon Andrew Vermillion
Victor Paul Wheeler
CORY CHRISTOPHER SLOAN
Sarah Jo Dial
Seth Dylan Covey
ERIC BRIAN SHEPARD
ANDREW KENNETH SKINNER
TIMOTHY KIRK ISRAEL
Samuel Tyler Wier
TAMMY YOLANDA BLAIR
STEVEN RAY BURKHEAD
DWIGHT DOUGLAS ADKINS
CARRIE R COLES
BLAKE JUSTIN KEELEY
SEAN EMILIANO GARIBAY
Jacob Raymond Lopez
Cody Brandon Johnson
Ryan Anthony Bates
ROBERT GERARD SKAGGS
NOELLE DEANNA FLING
LANCE PATRICK FRANCZYK
Jesse Dewayne Cotney
Melissa K Stone
MICHAEL RUSH NOLAND
BRYANT ALAN BROWN
Dustin Ripley
David Buskirk
Constantino J. Borrelli
Heather L. Fuhr
Brendon James Evers
EMILY MARIE HARRIS
RICHARD FRANKLIN KEEL

Within 25 miles of Tulsa, OK, Best Investors lists 156 registered investment advisory firms with 413 offices nearby, managing about $14.1T in combined regulatory AUM across 2,698,151 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 Tulsa

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM