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Best financial advisors in Boulder, CO

Registered advisers within 25 miles of Boulder, CO.

Offices
964
Firms
517
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,270,182 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OUTBOUND FINANCIAL
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
SWEATER INDUSTRIES LLC
FULL BODY FINANCE
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
HALCYON WEALTH MANAGEMENT, LLC
MISSION WEALTH MANAGEMENT, LP
SNOWBALL WEALTH MANAGEMENT
EDWARD JONES
MONCAP HOLDINGS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE MILLSTONE EVANS GROUP, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
QUANTALIS ASSET MANAGEMENT LTD

Investors

Matthew James Dolan
CHRISTOPHER MICHAEL O'NEILL
JERRY WILLIAM TURNER
JENAE LOUISE TURNER
Steven Jeffrey Nading
ERIC MICHAEL JOHNSON
Sheena K Terry
Annika Lynn Franz
IAIN A WALKER
ROBERT NEWMAN WEBSTER
MEERA SHIREEN MEYER
MARCEL HERBERT WEHR
TARA LYNN MOHR
Sela Dombrower
MARC EDWARD NICOLAY
Matthew James Pyle
ROBERT JAMES PYLE
TODD NICHOLS LEBOR
Alan Michael Romero
Jack Bayliss
ADNAN ABDRABU MOHAMED
Byron Keith Wilson
Madeline Marie Stutz
ANNA Sergeeva TODOROVA
SACHA MILLSTONE
MARTIAL ANGE FRINDETHIE
Sydney Leigh Tyler
JEANINE LEE SNYDER
Joshua Groetken
DANIEL JAMES BOUND
BRIAN P FRANCZYK
PATRICK TODD WALKER
Jacob Gandarilla

Within 25 miles of Boulder, CO, Best Investors lists 517 registered investment advisory firms with 964 offices nearby, managing about $18.2T in combined regulatory AUM across 3,270,182 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 Boulder

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM