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Best financial advisors in Boncarbo, CO

Registered advisers within 50 miles of Boncarbo, CO.

Offices
6
Firms
4
Combined AUM
$2.51T
Firm-wide filings, not assets booked only here
Clients
363K
362,700 clients when Item 5C has a number
Avg / client
$6.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DAVID ALEXANDER TESITOR
Devin Barton
Earl Johnson
William Robert Welch
Kevin Russell Maroney
Deborah Jill Gardner

Within 50 miles of Boncarbo, CO, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $2.51T in combined regulatory AUM across 362,700 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 Boncarbo

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM