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Best financial advisors in Alma, CO

Registered advisers within 25 miles of Alma, CO.

Offices
12
Firms
9
Combined AUM
$2.12T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,516,009 clients when Item 5C has a number
Avg / client
$1.40M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ZIDEL FINANCIAL INC.
PYN WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WESTERN WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MCKELVEY & ASSOCIATES, INC.

Investors

Robin Lee Drabant
Ona Crow
DOUGLAS IRA ZIDEL
Andria Renee Pyn
Mason Thomas Burnside
Jack Mishler
BEN THOMAS IGOU
Ian Donovan
ALEDA SEDGWICK KRESGE
KRISTA L KIRBY
Lindsay Erickson
ARTHUR WARREN SPILLER
Bridget Hattingh
Patrick J Glackin
DANIEL MCKELVEY
Kelly Anne Tate

Within 25 miles of Alma, CO, Best Investors lists 9 registered investment advisory firms with 12 offices nearby, managing about $2.12T in combined regulatory AUM across 1,516,009 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 Alma

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 WESTERN WEALTH MANAGEMENT LLC 39 clients · 107 advisers $5.36B AUM 6 ZIDEL FINANCIAL INC. 1 advisers $160M AUM 7 PYN WEALTH MANAGEMENT LLC 34 clients · 1 advisers $4.76M AUM