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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

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PIF EQUITY PARTNERS, LLC
ABBY KOVACH FINANCIAL PLANNING, LLC
ALDER POINT CAPITAL MANAGEMENT LLC
TORO WEST CAPITAL ADVISORS
LUNSFORD FINANCIAL PLANNING, INC.
CHAINGATE CAPITAL LLC
AMA FINANCIAL PLANNING LLC
HABERKORN FINANCIAL SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
VARRA FINANCIAL

Investors

MARC KELLEY SISLER
ANDREW BURR PORTERFIELD
Bradley Alan Atkinson
ABIGAIL ANN KOVACH
CHRIS MATTHEW REBICH
JEREMY MICHAEL SHEVLIN
Curtis Clegg
DENNIS JOSEPH HABERKORN
PAULA PLAIA MCMANUS
PAUL RICHARD TENCER
JENNIFER LYNN PARIS
Samantha Erin Schreiber-Reed
Judith L. Meduna
Elizabeth Ashley Bleidt
David John Schreiber
Matthew Brian Danaher
Chanda Nicole Sloat
GINA MARIE VARRA
JAMES STANLEY JOHNSON
MAHONE TAYLOR TARRALL
Christina Frances Hunter
CAMERON FRANKLIN DUNFORD
Michael Rose
Thomas Orville Stenz
Julie Anne Martinez
Beth Eileen Stenz

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