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Best financial advisors in Battlement Mesa, CO

Registered advisers within 25 miles of Battlement Mesa, CO.

Offices
3
Firms
3
Combined AUM
$1.40T
Firm-wide filings, not assets booked only here
Clients
34.3K
34,293 clients when Item 5C has a number
Avg / client
$40.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CIMARRON WEALTH MANAGEMENT, INC.

Investors

Nathaniel Sean Walsh
Blaine Porter Franklin
Brian Keith Dow

Within 25 miles of Battlement Mesa, CO, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.40T in combined regulatory AUM across 34,293 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 Battlement Mesa

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 CIMARRON WEALTH MANAGEMENT, INC. 10 advisers $327M AUM