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Best financial advisors in University Of Ok, OK

Registered advisers within 25 miles of University Of Ok, OK.

Offices
240
Firms
109
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,817,151 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MERIT FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
D.M. WEALTH MANAGEMENT, INC.
MOMENTUM INDEPENDENT NETWORK INC.
LPL FINANCIAL LLC
EDWARD JONES
BUWICK GROUP WEALTH MANAGEMENT, LLC
PISMO PACIFIC FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HILLTOP SECURITIES INC.

Investors

Hunter Stringfellow
Ervin Decker
GREGORY ALAN HEIPLE
GRETCHIN RACHELLE SCOTT
DOANE FARR HARRISON
JASON D. GRANT
Brianna Garon
MARGARET FRAZIER DOVIAK
Emilee Catherine Tarver
Daniel William Mitchell
RONALD MARK GEURKINK
Zachary Michael Miller
Christy Lea Nelson
Bryce gregory buwick
GREGORY MICHAEL BUWICK
RAYMOND MORGAN RENNIE
Woodrow D Smith
Jolene Therese Nauman
ROBYN A FAIN
Lisa A Baker
Natalie Moon Lim-Taylor
John David Robinson
Aiden Kotaro Jones
ADAM HARRY CARSON
JOHN B CARROLL
OMAR MAURICIO ROSALES
Melissa Kathleen Raiford
ANTHONY LEE CRUSE
James Ray Wilbanks
MARK EDWARD WOODY
Janie Floylene Bays
JARED MICHAEL HOPKINS
JULIA DIANE CHEW
JOAN GEURKINK LAWSON
JAMES EARL PENCE
PAMELA J BROMS

Within 25 miles of University Of Ok, OK, Best Investors lists 109 registered investment advisory firms with 240 offices nearby, managing about $13.3T in combined regulatory AUM across 2,817,151 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 University Of Ok

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 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