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Best financial advisors in Boone, CO

Registered advisers within 25 miles of Boone, CO.

Offices
34
Firms
20
Combined AUM
$5.72T
Firm-wide filings, not assets booked only here
Clients
898K
897,829 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRADIENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
CENTURY INVESTMENTS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RBC CAPITAL MARKETS, LLC
PFS INVESTMENTS INC.
MWA FINANCIAL SERVICES INC.
FARTHER
EDWARD JONES

Investors

AARON ELKINS
WESLEY JAMES URSICK
JONPAUL WESLEY URSICK
Alexander Francis Leri
GAVIN THOMAS COMPTON
JOSEPH DAVID LEAL
BRADLEY L HENSLEY
Roger Esquibel
MARIA ARLENE HUGHES
ALBERT EUGENE NATICCHIONI
LARRY Dean HENDERSON
ROBERT JUDE LANE
MELISSA ANN ARRIAGADEANGELO
RONALD STEPHAN PHILLIPS
SEAN EDWARD ANDREW WESTBROOK
ALEXIS LOPEZ
LeRoy James Sandoval
MARK ANTHONY KENNEDY
Joshua Matthew Croy
RYAN S GRIEGO
JERILEE LARRINAGA
DESIREE JENNIFER AVINA
Derrick Sartor
NOHEMY YOLANDA MONTES
DAVID ANTHONY TYE
Kallene Marie Faris
RONALD ALVIN ICABONE
JOSHUA AARON WILCOXSON
CHAD ALLEN HEBERLY
FRANKLIN ROBERT PAYNE
Mark Nicholas Byavu-Ngoga

Within 25 miles of Boone, CO, Best Investors lists 20 registered investment advisory firms with 34 offices nearby, managing about $5.72T in combined regulatory AUM across 897,829 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 Boone

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM