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Best financial advisors in Bond, CO

Registered advisers within 25 miles of Bond, CO.

Offices
19
Firms
13
Combined AUM
$1.47T
Firm-wide filings, not assets booked only here
Clients
52.8K
52,815 clients when Item 5C has a number
Avg / client
$27.8M
Combined AUM ÷ clients

Nearby offices

Firms

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
EDWARD JONES
&PARTNERS
PNC WEALTH MANAGEMENT LLC
WESTERN WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
NOSE TO WIND LLC
SERVICE PROVIDER CAPITAL
ELEVATE CAPITAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
MCKELVEY & ASSOCIATES, INC.

Investors

FRASER MACPHERSON HORN
DUDLEY MARVIN IRWIN
Jeremy Luke Lepore
EDWARD KOWALEWSKI
Micah R Jackson
Christina Lorine DeWitt
TRACY RENEE TUTAG
STUART JAMES GREEN
KATHRYN ANN LIZOTTE
William Dietz Mako
Randal Gregory Stinson
Sean Michael Brown
KENNETH ALLEN ARMSTRONG
SHANE RIELLY FLEURY
Thomas Damon
KYLE GARRET LOTTMAN
Samuel D Blethen
Benjamin H Dodd
BEN G CATON
Kevin Christopher Brubeck
ROBERT KENT WELSH
Chase Edward Carty
JAMES M BOLTON
DANIEL MCKELVEY

Within 25 miles of Bond, CO, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $1.47T in combined regulatory AUM across 52,815 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 Bond

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 4 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 5 &PARTNERS 535 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTERN WEALTH MANAGEMENT LLC 39 clients · 107 advisers $5.36B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM