24 financial advisors & firms and 3 insurance agents verified near Oklahoma City, OK โ every one cited to the regulator, claimable and removable by the person named.
Advisor ยท Wells Fargo Advisors ยท Oklahoma City, OK 73102 ยท Wealth management, Oklahoma City
RIA firm ยท Oklahoma City, OK 73102 ยท Registered investment adviser ยท $1.6B AUM
CRD 104511 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73102 ยท Registered investment adviser ยท $893M AUM
CRD 164499 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73102 ยท Registered investment adviser ยท $3.4B AUM
CRD 173841 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73102 ยท Registered investment adviser
CRD 293138 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73102 ยท Registered investment adviser ยท $17M AUM
CRD 324725 ยท verify at the regulator
Advisor ยท Morgan Stanley ยท Oklahoma City, OK ยท Wealth management, Oklahoma City
RIA firm ยท Oklahoma City, OK 73103 ยท Registered investment adviser ยท $61M AUM
CRD 288541 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73103 ยท Registered investment adviser
CRD 339513 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73108 ยท Registered investment adviser ยท $252M AUM
CRD 309323 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73107 ยท Registered investment adviser
CRD 340326 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser
CRD 7888 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $588M AUM
CRD 108037 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $221M AUM
CRD 111309 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $96M AUM
CRD 116712 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $16M AUM
CRD 121013 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $29M AUM
CRD 138312 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $611M AUM
CRD 286014 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73118 ยท Registered investment adviser ยท $250M AUM
CRD 306471 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73105 ยท Registered investment adviser ยท $33M AUM
CRD 113999 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73112 ยท Registered investment adviser ยท $1.5B AUM
CRD 106316 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73112 ยท Registered investment adviser ยท $176M AUM
CRD 109822 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73112 ยท Registered investment adviser ยท $67M AUM
CRD 151669 ยท verify at the regulator
RIA firm ยท Oklahoma City, OK 73112 ยท Registered investment adviser ยท $53M AUM
CRD 286410 ยท verify at the regulator
Insurance ยท Farmers ยท Oklahoma City, OK 73118 ยท Home, auto, life in Oklahoma City
Insurance ยท State Farm ยท Oklahoma City, OK 73112 ยท Home, auto, life in Oklahoma City
Insurance ยท Farmers ยท Oklahoma City, OK 73112 ยท Home, auto, life in Oklahoma City
Verified advisors and insurance agents in the places closest to Oklahoma City, OK.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.