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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

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
BURKHOLDER WEALTH MANAGEMENT
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RELATION WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Lilly Ann Velotta
Alexandra Paige Cornwell
RICHARD ALAN BENSON
JON PATRICK TOPOLSKI
Rachel Stahler Browne
Jason Daniel Sims
MICHAEL BROCK TILLMAN
Parker Conway
ROBERT SCOTT VILLINES
RYAN D GEORGE
DANIEL GENE WITHAM
JOHN CHARLES HASPELL
Daniel W Bond
Lawrence David Cornwell
Kilby Alyn Legg
TIMOTHY JOHN ELLSWORTH
MICHAEL ALAN ALFRED
SCOTT A SCHECHINGER
ROBERT PAUL MARCOUX
Kennedy Lewellen Alley
Jonathan R Haverfield
Jeffrey Alan Hutto
DAVID BRANDT MERRIMAN
Carissa Fratzke
JOHN WHITNEY HUDSON
Matthew D Fleske
MICHAEL JOHN WESTERMAN
JEREMY WISHAWN FORD
BRENT DALE KEITH
Seth Aaron Keith
William Randolph Moore
Kristopher J Jantzen
Wade Farquhar
Daniel Nathan Galante

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