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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Oklahoma City, OK

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Oklahoma City, A to Z.

The short answer

3 registered advisors work at Edelman Financial Engines in Oklahoma City, out of 650 at the firm nationwide; it ranks number 43 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Oklahoma City, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in Oklahoma City

All Oklahoma City advisors →

Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Bok Financial Securities, Inc. 30Osaic Wealth, Inc. 26LPL Financial LLC 25MML Investors Services, LLC 24Edward Jones 23Raymond James & Associates, Inc. 17Wells Fargo Clearing Services, LLC 17Cetera Investment Advisers LLC 15UBS Financial Services Inc. 15Plan Group Financial, Inc. 14

Questions

How many financial advisors does Edelman Financial Engines have in Oklahoma City?

3 investment adviser representatives are registered at Edelman Financial Engines offices in Oklahoma City, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Oklahoma City?

Edelman Financial Engines ranks number 43 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.

How do I check a Edelman Financial Engines advisor in Oklahoma City?

Each advisor below links to a profile with their registrations, exams, designations 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 Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.