Falists

Oklahoma · 20 advisers

Financial Advisors in Edmond, Oklahoma

Looking for a financial advisor in Edmond, Oklahoma? Falists indexes 20 SEC-registered and state-registered investment advisers in Edmond — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $1.46B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

20

With website

17

Largest AUM

$1.46B

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth17Planning13Trusts13Retirement6Institutional4

Top advisors in Edmond

Ranked by AUM · Fees, team & specialties at a glance

View all 20 →

RULICENT

Edmond, OK

AUM

$0

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM

405-400-1751

Full profileNo website

More cities in Oklahoma

Oklahoma City (64)Tulsa (60)Bartlesville (8)Norman (5)Bethany (2)Clinton (2)Stillwater (2)Ardmore (1)Bixby (1)Broken Arrow (1)Choctaw (1)Durant (1)

Common questions

How many financial advisors are in Edmond, Oklahoma?
20 registered investment advisers are listed in our Edmond directory, sourced from public SEC filings.
What types of advisors are in Edmond?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Edmond?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.