Investment Advisors in Oklahoma

327 advisors · 83 firms

Cities in Oklahoma

Oklahoma City (177) Tulsa (82) Edmond (11) Enid (5) Stillwater (5) Norman (4) Tahlequah (4) Broken Arrow (4) Ponca City (3) Lawton (3) Ardmore (3)

Top Firms in Oklahoma

FirmAUMAdvisors
ARGONAUT PRIVATE CAPITAL, LP $1.6B 0
KNIGHTSBRIDGE ADVISERS LLC $1.0B 0
ALLEGIANT WEALTH ADVISORS, LLC $956.5M 0
INVESTRUST CONSULTING, LLC $507.7M 0
BOK FINANCIAL SECURITIES, INC. $419.3M 5
FOURPATH CAPITAL MANAGEMENT, LLC $300.1M 0
TULSA WEALTH ADVISORS, INC. $293.3M 0
JACKSON HOLE CAPITAL PARTNERS, LLC $247.3M 0
EXENCIAL WEALTH ADVISORS, LLC $215.9M 3
COMPREHENSIVE FINANCIAL PLANNING INC $182.5M 0

Advisors in Oklahoma

Cheng Joey Yang

Active

CRD# 5933181

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Broken Arrow, OK

1 disclosure(s)

Terry W Collier

Active

CRD# 1596427

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Tulsa, OK

1 disclosure(s)

Daniel W Bond

Active

CRD# 7963266

EDWARD D. JONES & CO., L.P.

Broken Arrow, OK

1 disclosure(s)

Cindy W Combs

Active

CRD# 7874782

J.P. MORGAN SECURITIES LLC

Norman, OK

1 disclosure(s)

Daniel Andrew Vise

Active

CRD# 3140821

Tulsa, OK

1 disclosure(s)

T Kevin Jackson

Active

CRD# 2702409

MORGAN STANLEY SMITH BARNEY LLC

Enid, OK

1 disclosure(s)

Kimberly S Music

Active

CRD# 7216911

Oklahoma City, OK

1 disclosure(s)

David S Black

Active

CRD# 7065157

Oklahoma City, OK

1 disclosure(s)

Joshua R Albert

Active

CRD# 6901111

EDWARD D. JONES & CO., L.P.

Duncan, OK

1 disclosure(s)

Alex P Caprio

Active

CRD# 6016079

Tulsa, OK

1 disclosure(s)

Beverly N Glaser

Active

CRD# 7251503

Tulsa, OK

1 disclosure(s)

Jocelyn N Weston

Active

CRD# 7320851

Oklahoma City, OK

1 disclosure(s)

Jenee N Lister

Active

CRD# 1636908

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Oklahoma City, OK

1 disclosure(s)

Matthew M Speegle

Active

CRD# 6605016

Oklahoma City, OK

1 disclosure(s)

Nick L Wu

Active

CRD# 2385149

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Oklahoma City, OK

1 disclosure(s)

Laura L Wise

Active

CRD# 2044703

MORGAN STANLEY SMITH BARNEY LLC

Tulsa, OK

1 disclosure(s)

Donald K Garrison

Active

CRD# 5292007

Oklahoma City, OK

1 disclosure(s)

Donna K Olinger

Active

CRD# 6294639

EDWARD D. JONES & CO., L.P.

Miami, OK

1 disclosure(s)

Leonard J Bowlby

Active

CRD# 2480556

UBS FINANCIAL SERVICES INC.

Oklahoma City, OK

1 disclosure(s)

Philip H Pedlow

Active

CRD# 4973931

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Oklahoma City, OK

1 disclosure(s)

Habib H Yousefzadeh

Active

CRD# 2040880

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Oklahoma City, OK

1 disclosure(s)

Donald G Stone

Active

CRD# 7740056

Oklahoma City, OK

1 disclosure(s)

Luke G Preaus

Active

CRD# 7014988

MARINER PLATFORM SOLUTIONS, LLC

Tulsa, OK

1 disclosure(s)

Jason F Sauer

Active

CRD# 4966793

LPL FINANCIAL LLC

Tulsa, OK

1 disclosure(s)

Jude E Offiah

Active

CRD# 2231684

Oklahoma City, OK

1 disclosure(s)

Susan E Penney

Active

CRD# 1238195

Oklahoma City, OK

1 disclosure(s)

Lonnie D Olson

Active

CRD# 2530308

EDWARD D. JONES & CO., L.P.

Hobart, OK

1 disclosure(s)

Carrie C Maddux

Active

CRD# 8043231

EDWARD D. JONES & CO., L.P.

Ponca City, OK

1 disclosure(s)

Didier B Giron

Active

CRD# 8028782

Oklahoma City, OK

1 disclosure(s)

Albert B Collingbourne

Active

CRD# 4741840

EDWARD D. JONES & CO., L.P.

Blanchard, OK

1 disclosure(s)