Best financial advisors in Basalt, CO

Registered advisers within 25 miles of Basalt, CO.

Offices

53

Firms

34

Combined AUM

$5.58T

Firm-wide filings, not assets booked only here

Clients

697K

697,267 clients when Item 5C has a number

Avg / client

$8.00M

Combined AUM ÷ clients

Nearby offices

SHERWOOD WEALTH MANAGEMENT

310 MARKET ST
BASALT, CO 81621

14.9 miles away

LPL FINANCIAL LLC

310 Market Street First Floor
Basalt, CO 81621

14.9 miles away

INFINITE VENTURE MANAGER X, LLC

120 BUCKLEY DRIVE
ASPEN, CO 81611

16.3 miles away

MML INVESTORS SERVICES, LLC

1180 Capitol Street Suite 101
Eagle, CO 81631

16.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1143 Capitol St # 102A
Eagle, CO 81631-5000

16.5 miles away

CETERA INVESTMENT ADVISERS LLC

1099 CAPITOL STREET SUITE #202
EAGLE, CO 81631

16.5 miles away

EDWARD JONES

129 BROADWAY
EAGLE, CO 81631

17.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

50 Chambers Ave Unit D
Eagle, CO 81631

17.7 miles away

ELEVATE CAPITAL ADVISORS

313 CHAMBERS AVE. SUITE D
EAGLE, CO 81631

17.8 miles away

EDWARD JONES

56 MARKET ST STE 3
EAGLE, CO 81631

17.9 miles away

&PARTNERS

0105 Edwards Village Blvd Suite G201
EDWARDS, CO 81632

20.1 miles away

PNC WEALTH MANAGEMENT LLC

105 Edwards Village Blvd
Edwards, CO 81632

20.1 miles away

EDWARD JONES

56 EDWARDS VILLAGE BLVD #207
EDWARDS, CO 81632-7802

20.1 miles away

EDWARD JONES

56 EDWARDS VILLAGE BLVD SUITE 209
EDWARDS, CO 81632

20.1 miles away

WESTERN WEALTH MANAGEMENT LLC

137 MAIN ST UNIT O-203
EDWARDS, CO 81632

20.2 miles away

WESTERN WEALTH MANAGEMENT LLC

137 Main St. Unit 0-203
Edwards, CO 81632

20.2 miles away

WESTERN WEALTH MANAGEMENT LLC

137 Main St. Suite O-203
Edwards, CO 81632

20.2 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

97 MAIN STREET W 103
EDWARDS, CO 81632

20.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

580 Main Street Suite 120
Carbondale, CO 81623

21.8 miles away

U.S. BANCORP ADVISORS, LLC

15 benchmark Rd
Avon, CO 81620

Firms

SHERWOOD WEALTH MANAGEMENT

LPL FINANCIAL LLC

INFINITE VENTURE MANAGER X, LLC

MML INVESTORS SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

ELEVATE CAPITAL ADVISORS

PNC WEALTH MANAGEMENT LLC

WESTERN WEALTH MANAGEMENT LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

U.S. BANCORP ADVISORS, LLC

Investors

BRIAN RODNEY LITTLEJOHN

Daniel Joseph Chaput

Chase Edward Carty

ROBERT KENT WELSH

Kevin Christopher Brubeck

KENNETH ALLEN ARMSTRONG

SHANE RIELLY FLEURY

KYLE GARRET LOTTMAN

Samuel D Blethen

Benjamin H Dodd

Christina Lorine DeWitt

EDWARD KOWALEWSKI

Jeremy Luke Lepore

Micah R Jackson

TRACY RENEE TUTAG

STUART JAMES GREEN

KATHRYN ANN LIZOTTE

William Dietz Mako

FRASER MACPHERSON HORN

DUDLEY MARVIN IRWIN

Margaret Ruth Corcillo

Randal Gregory Stinson

Sean Michael Brown

Within 25 miles of Basalt, CO, Best Investors lists 34 registered investment advisory firms with 53 offices nearby, managing about $5.58T in combined regulatory AUM across 697,267 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 Basalt

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM