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Best financial advisors in Wellston, OK

Registered advisers within 25 miles of Wellston, OK.

Offices
102
Firms
50
Combined AUM
$6.07T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,094,504 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERIT FINANCIAL ADVISORS
DAI WEALTH, LLC
LPL FINANCIAL LLC
ST. BERNARD FINANCIAL SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
BK HUGHES & ASSOCIATES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED ADVISORS NETWORK LLC
J.P. MORGAN SECURITIES LLC

Investors

Zachary Robert Riggin
Stephen Kent Barton
Leah LaNae Willis
James P. O'Malley
Elizabeth Diane O'Malley
William T Ahrberg
Michael Stewart Sikes
Shaley Nicole Sikes
TIMOTHY DAVID NELSON
ISAAC ORTIZ
Mark Tyson
M. ELAINE DENNIS
JOHN KEVIN MALONEY
John Huey Neely
Rory Patrick Faherty
DAVID MICHAEL CHANEY
Hunter Moore Cottle
James Bud Ryan
EMMANUEL ALLENDE
DENNIS RAY CHAUMONT
JOLIE AIRINGTON BOKE
RaLayna D Kennedy
ANCEL EUGENE AIRINGTON
Connor Carlson Kurtz
JOHN PETER NEWHOUSE
Ashley Webb
Trever B Messer

Within 25 miles of Wellston, OK, Best Investors lists 50 registered investment advisory firms with 102 offices nearby, managing about $6.07T in combined regulatory AUM across 1,094,504 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 Wellston

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM