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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bartlesville, OK

Every SEC-registered investment adviser representative at a firm office in Bartlesville, with the firms that employ the most of them.

46 registered advisors work in Bartlesville; the most are at LPL Financial LLC (9). 12 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Bartlesville

FirmAdvisors in Bartlesville
LPL Financial LLC news9
Edward Jones news5
Arvest Wealth Management4
Archambo Financial Advisors, Inc.3
Raymond James Financial Services Advisors, Inc. news3
Sutterfield Financial Group, Inc.3
Wells Fargo Clearing Services, LLC news3
Cetera Investment Advisers LLC news2
Farther news2
Perspective Advisors, LLC2
Revo Financial, LLC2
Ameriprise Financial Services, LLC news1
Family Faith & Finance Asset Management1
LPL Enterprise, LLC news1
Mercer Global Advisors Inc.1
Pfs Investments Inc.1
Servant Wealth Management, LLC1
State Farm Investment Management Corp.1
The Wealth Consulting Group1

Advisors in Bartlesville, A to Z

CFP advisors in Bartlesville →

Other cities in Oklahoma

All of Oklahoma →

Tulsa 799Oklahoma City 581Edmond 220Norman 81Broken Arrow 43Enid 35Stillwater 33Owasso 29Yukon 26Lawton 25Jenks 22Bixby 19Midwest City 19Ponca City 19Muskogee 18Duncan 17Ardmore 14Nichols Hills 14Shawnee 14Claremore 13Durant 13Tahlequah 13Sand Springs 11McAlester 10

Questions

How many financial advisors are in Bartlesville, OK?

46 investment adviser representatives are registered at firm offices in Bartlesville, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Bartlesville?

LPL Financial LLC, with 9 registered advisors in Bartlesville, followed by Edward Jones with 5.

How do I check a financial advisor in Bartlesville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.