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Best financial advisors in Allenspark, CO

Registered advisers within 25 miles of Allenspark, CO.

Offices
150
Firms
108
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,594,373 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
SANCTUARY ADVISORS, LLC
CALEDONIA WEALTH MANAGEMENT, LTD.
LPL FINANCIAL LLC
FLEET CAPITAL MANAGEMENT, LLC
REDEFINE VENTURES LLC
FOCUS POINT CAPITAL LLC
EQUITABLE ADVISORS, LLC
BRAVERMAN WEALTH ADVISORS, LLC
FOUNDRY GROUP, LLC
TPE BOULDER INC.
BSW WEALTH PARTNERS
M4A3 LLC
SACHEM HILL LLC

Investors

MARYANN MARTIN
Mark Purdy
SUSAN JANE FEREDAY
Derek Douglas Vinge
Conner Burt
Maria Wood
Emily Margaret Trainor
Rebecca Elizabeth Glover
Ea Moulton
TIMOTHY GEORGE THOROLD BARNETT
DAVID GREGG MCMILLAN
CHRIS PATRICK EISSINGER
BRUCE LARRY FLEET
Moses Jeremie Yoder
CALEB SARKIS SEVIAN
JONATHAN ROBERT MASSEY
Diedre Wachbrit Braverman
TIMOTHY RAYMOND WOJTALIK
Julia Wentworth
Kathrin Biscornet
Lindy Misao Yoshida
BENJAMIN REIN WEAVER
RALIEGH DARIN RIDDOCH
DAVID CURRAN WOLF
TAMI C CARROLL
KATHERINE A ST ONGE
MATTHEW VERNON SAMEK
AARON MICHAEL DEITZ
ERIC ALAN DAVIS
SAMUEL JOHN NAPP
OLIVIA ANNE OTOOLE
Molly Jasoda Devnani
Brian Robert Lichtenheld
STEVEN A SZAFRANSKI
JULIE D MARTINEZ
LILY JUSTINE BEITEL-HORTON
Dmitry Popov
MICHAEL JOHN SHERMAN
THEODORE ANDREW HARRIS

Within 25 miles of Allenspark, CO, Best Investors lists 108 registered investment advisory firms with 150 offices nearby, managing about $11.6T in combined regulatory AUM across 2,594,373 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Allenspark

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM