State Farm Investment Management
28yrs
Top advisor by experience in Owasso
Financial advisors in Owasso, OK
Looking for a financial advisor in Owasso, OK? We list 30 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
30Advisors with offices here
16Median years of experience
0%At fee-only firms
14Firms represented
Largest firms here: Edward Jones (8), GWN Securities (5), State Farm Investment Management (3).
Nearby: Collinsville, Sperry, Catoosa, Skiatook, Claremore, Tulsa, Broken Arrow.
Cetera Investment Advisers
26yrs
Top 10% by experience in Owasso
GWN Securities
26yrs
Top 10% by experience in Owasso
GWN Securities
26yrs
Top 13% by experience in Owasso
Raymond James Financial Services Advisors
26yrs
Top 17% by experience in Owasso
LPL Financial
25yrs
Top 20% by experience in Owasso
GWN Securities
25yrs
Top 23% by experience in Owasso
J.P. Morgan Securities
24yrs
Top 13% by experience at J.P. Morgan Securities
Primerica Advisors
23yrs
More experience than 70% of advisors in Owasso
Strategic Advisers
20yrs
Top 14% by experience at Strategic Advisers
Integrity Alliance
20yrs
More experience than 63% of advisors in Owasso
Primerica Advisors
18yrs
More experience than 60% of advisors in Owasso
Edward Jones
17yrs
More experience than 70% of advisors at Edward Jones
Edward Jones
16yrs
More experience than 69% of advisors at Edward Jones
Osaic Wealth
16yrs
More experience than 52% of advisors nationwide
GWN Securities
12yrs
12 years in the industry
Edward Jones
12yrs
More experience than 56% of advisors at Edward Jones
State Farm Investment Management
12yrs
12 years in the industry
Morgan Stanley
10yrs
10 years in the industry
Edward Jones
8yrs
8 years in the industry
GWN Securities
8yrs
8 years in the industry
Edward Jones
7yrs
7 years in the industry
Edward Jones
7yrs
7 years in the industry
CWM
6yrs
6 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.