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Best financial advisors in Barton, CO

Registered advisers within 25 miles of Barton, CO.

Offices
4
Firms
4
Combined AUM
$1.65T
Firm-wide filings, not assets booked only here
Clients
91.0K
90,953 clients when Item 5C has a number
Avg / client
$18.2M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

Michael Thomas Beard
Melissa Jane Bower
ANNA M CARERE
MONTY LEE COEN
BRENNA RACHEL CHENOWETH
ZEBADIAH STUART HARVEY

Within 25 miles of Barton, CO, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.65T in combined regulatory AUM across 90,953 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 Barton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM