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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Edmond, OK

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

237 registered advisors work in Edmond; the most are at Edward Jones (26). 0 list the CFP designation and 171 are also registered broker representatives.

Firms with the most advisors in Edmond

FirmAdvisors in Edmond
Edward Jones news26
LPL Financial LLC news16
Wells Fargo Clearing Services, LLC news16
Raymond James Financial Services Advisors, Inc. news14
Forge Financial11
Cetera Investment Advisers LLC news9
Pfs Investments Inc.9
State Farm Investment Management Corp.9
Transcendent Capital Group9
Cambridge Investment Research Advisors, Inc. news8
Equitable Advisors, LLC news6
Independent Financial Partners5
Osaic Wealth, Inc. news5
Thrivent Investment Management Inc.5
Cwm, LLC4
Knights Of Columbus Asset Advisors LLC4
Strategic Advisers LLC4
Wells Fargo Advisors Financial Network, LLC news4
Ameriprise Financial Services, LLC news3
Jm2 Capital Inc.3
LPL Enterprise, LLC news3
Stagner Financial Advisory3
Advisor Resource Council2
Dean Davis Wealth LLC2
Foundations Investment Advisors LLC2

Advisors in Edmond, A to Z

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Other cities in Oklahoma

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Tulsa 831Oklahoma City 631Norman 86Bartlesville 51Broken Arrow 46Enid 39Stillwater 32Owasso 29Yukon 26Lawton 24Jenks 22Duncan 21Ponca City 21Midwest City 19Ardmore 16Muskogee 16Bixby 15Shawnee 15Claremore 14Durant 14Tahlequah 13McAlester 12Nichols Hills 11Weatherford 11

Questions

How many financial advisors are in Edmond, OK?

237 investment adviser representatives are registered at firm offices in Edmond, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 171 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Edmond?

Edward Jones, with 26 registered advisors in Edmond, followed by LPL Financial LLC with 16.

How do I check a financial advisor in Edmond?

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.