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Best financial advisors in Wagoner, OK

Registered advisers within 25 miles of Wagoner, OK.

Offices
49
Firms
15
Combined AUM
$3.88T
Firm-wide filings, not assets booked only here
Clients
864K
864,344 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ARVEST WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BOK FINANCIAL SECURITIES, INC.
OSAIC INSTITUTIONS, INC.
WEALTH ADVISORS, L.L.C.

Investors

JOEY BRANDON RYBURN
Seth A Yoder
BLAKE JUSTIN KEELEY
REBECCA JOSEPHINE Tidmore Crow
DAVID JAMES WITTY
Sheri Gaye Barton
Kelcie Engelbrecht Eaton
Michael Lee Carman
Daniel Thomas Miller
RONALDO M SHIREY
Trevor Lewis Fridell
KAREN E HOLMES
Melissa Goodman-Nissley
Beau Driggers
Joshua Ray Cotten
Bryon Mecrey Brust
CHRISTINE CANNARSA ARCHER
Brad Alan Williams
Heath Eric DeMarcy
Kimberly White
Kevin R White
JOHN ANTHONY JOHNSON
Terry Lee Ellis
Michael Benditz
JOHN WHITNEY DAY

Within 25 miles of Wagoner, OK, Best Investors lists 15 registered investment advisory firms with 49 offices nearby, managing about $3.88T in combined regulatory AUM across 864,344 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 Wagoner

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM