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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oklahoma City, OK

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

581 registered advisors work in Oklahoma City; the most are at Morgan Stanley (44). 74 list the CFP designation and 423 are also registered broker representatives.

Firms with the most advisors in Oklahoma City

FirmAdvisors in Oklahoma City
Morgan Stanley news44
Merrill Lynch, Pierce, Fenner & Smith Incorporated news31
Bok Financial Securities, Inc.27
Osaic Wealth, Inc. news26
LPL Financial LLC news24
Edward Jones news23
MML Investors Services, LLC22
Wells Fargo Clearing Services, LLC news20
Cetera Investment Advisers LLC news17
Raymond James & Associates, Inc. news17
Plan Group Financial, Inc.13
Equitable Advisors, LLC news12
Raymond James Financial Services Advisors, Inc. news12
UBS Financial Services Inc. news12
Mercer Global Advisors Inc.9
State Farm Investment Management Corp.9
Ameriprise Financial Services, LLC news8
Eagle Strategies LLC8
Pfs Investments Inc.8
Stifel, Nicolaus & Company, Incorporated news8
Access Financial Resources Inc.7
Castlepoint Wealth Advisors7
Charles Schwab & Co., Inc. news7
First Command Advisory Services7
Investrust Consulting, LLC7

Advisors in Oklahoma City, A to Z (first 300 of 581)

CFP advisors in Oklahoma City →

Other cities in Oklahoma

All of Oklahoma →

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

581 investment adviser representatives are registered at firm offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records. 423 of them are also registered as broker representatives, and 74 list the CFP designation.

Which firm has the most financial advisors in Oklahoma City?

Morgan Stanley, with 44 registered advisors in Oklahoma City, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 31.

How do I check a financial advisor in Oklahoma City?

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.