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Best financial advisors in Bayfield, CO

Registered advisers within 25 miles of Bayfield, CO.

Offices
43
Firms
27
Combined AUM
$5.59T
Firm-wide filings, not assets booked only here
Clients
723K
722,501 clients when Item 5C has a number
Avg / client
$7.74M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
D.A. SCHWENKER & ASSOC.'S, INC.
LPL FINANCIAL LLC
DYNAMIC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRIORITY FINANCIAL PARTNERS
WESTERN WEALTH MANAGEMENT LLC
PROSPERA FINANCIAL SERVICES, INC.
EDWARD JONES
SWAN GLOBAL INVESTMENTS, LLC
SWAN WEALTH ADVISORS, LLC
SWAN CAPITAL MANAGEMENT, LLC

Investors

Andrea Crossland
Jason Jeremy Silva
KEVIN M KRYSTOFIAK
EDDIE WAYNE BAILEY
ELLEN LUCIE KOLKS
RACHEL LEE KUSS
Jamie Brooke Thomas
WENDY BROOKE-HAVEN MOST
DEREK RICHARD LAWSON
WILLIAM R. DOUGLAS
JEFFREY MICHAEL SPEICHER
Andrea Pressley
Zachary Thomas Benz
Georgianna Powell Guimond
JONATHAN ROBERT DONNAWAY
JOHN ERICH HANSEN
Joseph Ignatius Kusar
Amy Beth Shaffer
TRENT DOUGLAS PORTER
Daniel Alexander Neagoy
Christian John Swan
CHRISTOPHER BRIAN HAUSMAN
Walter Scott Stepanek
ZACHARY DAVID NOONAN
ROBERT BRADLEY SWAN
David Allen Whiteside
Stephen Montana O'Connor-Seville
LORI ANN WICKES

Within 25 miles of Bayfield, CO, Best Investors lists 27 registered investment advisory firms with 43 offices nearby, managing about $5.59T in combined regulatory AUM across 722,501 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 Bayfield

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 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM