Best financial advisors in Washington, OK

Registered advisers within 25 miles of Washington, OK.

Offices

124

Firms

49

Combined AUM

$6.91T

Firm-wide filings, not assets booked only here

Clients

2.04M

2,041,188 clients when Item 5C has a number

Avg / client

$3.38M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

409 N GREEN AVE SUITE A
PURCELL, OK 73080

CONCURRENT INVESTMENT ADVISORS, LLC

3411 W ROCK CREEK ROAD SUITE 100
NORMAN, OK 73072

CONCURRENT INVESTMENT ADVISORS, LLC

3411 W. Rock Creek Rd, Suite 100
Norman, OK 73072

FOUNDATIONS INVESTMENT ADVISORS LLC

3401 W ROCK CREEK RD SUITE 113
NORMAN, OK 73072

EDWARD JONES

3219 W ROCK CREEK RD SUITE 121
NORMAN, OK 73072-2419

EDWARD JONES

217 N HARRISON AVE #103
BLANCHARD, OK 73010-6215

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

3940 W. Tecumseh Road Suite 100
Norman, OK 73072

10.5 miles away

EDWARD JONES

2812 Washington Drive Suite B
NORMAN, OK 73069

11.2 miles away

GREAT VALLEY ADVISOR GROUP, LLC

2720 WASHINGTON DRIVE #100
NORMAN, OK 73069

11.2 miles away

GREAT VALLEY ADVISOR GROUP, LLC

2720 WASHINGTON DR SUITE 100
NORMAN, OK 73069

11.2 miles away

LPL FINANCIAL LLC

2900 ADAMS RD STE 100
NORMAN, OK 73069

11.2 miles away

EDWARD JONES

697 N MAIN ST STE A
NEWCASTLE, OK 73065-4249

11.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

906 NW 32nd St
Newcastle, OK 73065

14.3 miles away

CETERA INVESTMENT ADVISERS LLC

1037 SW 19TH
MOORE, OK 73160

14.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

13701 S. Santa Fe Ste. C
Oklahoma City, OK 73170

15.3 miles away

EDWARD JONES

13701 S Santa Fe Ave Suite A
Oklahoma City, OK 73170

15.3 miles away

EDWARD JONES

13909 S WESTERN AVE STE 100
OKLAHOMA CITY, OK 73170

15.5 miles away

OSAIC WEALTH, INC.

840 SE 4TH STREET SUITE 2A & B
MOORE, OK 73160

15.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

13901 S. Western Ave Suite 300
Oklahoma City, OK 73170

15.5 miles away

BOK FINANCIAL SECURITIES, INC.

11830 S. PENNSYLVANIA AVENUE
OKLAHOMA CITY, OK 73170

Firms

CONCURRENT INVESTMENT ADVISORS, LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

GREAT VALLEY ADVISOR GROUP, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

BOK FINANCIAL SECURITIES, INC.

Investors

Kimberly Marie Swain

JOHN EDWARD HARRIS

Tanner Dwain Foster

William Chandler Spain

Bradley Shayne Lester

Jarred John Elwell

Keaton William Divelbiss

KENNETH RICHARD DIVELBISS

GARRIN BLAIN BRATCHER

VINCENT RAYMOND HART

Kenneth Michael Edmonds

ERIC SCOTT LEDOUX

JAMES DAVID WESTON

MICHAEL SCOTT TABARES

Blake Andrew Brown

Taylor Matthew Gardner

PETER MICHAEL SHUROW

DUSTY LYNN TREAT

Bradley C Wedel

Within 25 miles of Washington, OK, Best Investors lists 49 registered investment advisory firms with 124 offices nearby, managing about $6.91T in combined regulatory AUM across 2,041,188 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 Washington

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM