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Best financial advisors in Walters, OK

Registered advisers within 25 miles of Walters, OK.

Offices
30
Firms
11
Combined AUM
$4.95T
Firm-wide filings, not assets booked only here
Clients
804K
803,759 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MORGAN STANLEY
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ARVEST WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
THURSTON SPRINGER ADVISORS

Investors

WILLIAM BRADLEY CAUDILL
LANCE TODD SMITH
HOWARD TAYLOE STYRON
Kara Gail Goodknight
CHAD MICHAEL ROTHER
Tisha Leann Rother
Rachel L Powell
SEAN EMILIANO GARIBAY
Jessica Crow
JUSTIN PHILIP LAVENDER
ROY CHUCK WAUGH
Lesli Erin Niusulu
LORI LYNN WAUGH
JOHN BRENDAN WOLVERTON
DAVID LEE DENHAM
Max Conner Sasseen
Robert Joseph Morales
KATHLEEN DIANE HAYDEN
Marquise Lamont Haliburton
Christopher Dale Endres
Taylor Renee Ellis
Justin Charles Phelps
DONALD LEE SMITH
AMY JO SHELBY
Guy Leon Duke
Daniel Jospeh Carnahan
CARY MATT PATTERSON
Kelsey Eugene Avants
Terrin Leigh Liles
James Darren Dunlap
ERIC WAYNE DAVIS
Kristen Elyse Arrington

Within 25 miles of Walters, OK, Best Investors lists 11 registered investment advisory firms with 30 offices nearby, managing about $4.95T in combined regulatory AUM across 803,759 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 Walters

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM