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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Nichols Hills, OK

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

14 registered advisors work in Nichols Hills; the most are at Strategic Advisers LLC (11). 1 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Nichols Hills

FirmAdvisors in Nichols Hills
Strategic Advisers LLC11
Osaic Wealth, Inc. news1
Valendo Private Asset Management, Inc.1
Wilshire-Pennington Group, Inc.1

Advisors in Nichols Hills, A to Z

CFP advisors in Nichols Hills →

Other cities in Oklahoma

All of Oklahoma →

Tulsa 799Oklahoma City 581Edmond 220Norman 81Bartlesville 46Broken Arrow 43Enid 35Stillwater 33Owasso 29Yukon 26Lawton 25Jenks 22Bixby 19Midwest City 19Ponca City 19Muskogee 18Duncan 17Ardmore 14Shawnee 14Claremore 13Durant 13Tahlequah 13Sand Springs 11McAlester 10

Questions

How many financial advisors are in Nichols Hills, OK?

14 investment adviser representatives are registered at firm offices in Nichols Hills, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Nichols Hills?

Strategic Advisers LLC, with 11 registered advisors in Nichols Hills, followed by Osaic Wealth, Inc. with 1.

How do I check a financial advisor in Nichols Hills?

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.