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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Broken Arrow, OK

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

43 registered advisors work in Broken Arrow; the most are at Edward Jones (12). 5 list the CFP designation and 39 are also registered broker representatives.

Firms with the most advisors in Broken Arrow

FirmAdvisors in Broken Arrow
Edward Jones news12
LPL Financial LLC news6
Cetera Investment Advisers LLC news5
Arvest Wealth Management4
State Farm Investment Management Corp.4
Osaic Wealth, Inc. news2
Aspen Wealth Planners LLC1
Burkholder Wealth Management1
Cl Wealth Management LLC1
Empower Advisory Group, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Strategic Advisers LLC1
T. Rowe Price Associates, Inc.1
Thrivent Investment Management Inc.1
Tines Capital, LLC1
Wealth Advisors, L.L.C.1

Advisors in Broken Arrow, A to Z

CFP advisors in Broken Arrow →

Other cities in Oklahoma

All of Oklahoma →

Tulsa 799Oklahoma City 581Edmond 220Norman 81Bartlesville 46Enid 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 Broken Arrow, OK?

43 investment adviser representatives are registered at firm offices in Broken Arrow, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 39 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Broken Arrow?

Edward Jones, with 12 registered advisors in Broken Arrow, followed by LPL Financial LLC with 6.

How do I check a financial advisor in Broken Arrow?

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.