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Best financial advisors in Breckenridge, CO

Registered advisers within 25 miles of Breckenridge, CO.

Offices
23
Firms
20
Combined AUM
$7.87T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,219,067 clients when Item 5C has a number
Avg / client
$3.54M
Combined AUM ÷ clients

Nearby offices

Firms

ZIDEL FINANCIAL INC.
PYN WEALTH MANAGEMENT LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
WESTERN WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MCKELVEY & ASSOCIATES, INC.
SERVICE PROVIDER CAPITAL
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
GLADSTONE FINANCIAL LLC
IMA ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY

Investors

DOUGLAS IRA ZIDEL
Andria Renee Pyn
Robin Lee Drabant
Ona Crow
BEN THOMAS IGOU
Mason Thomas Burnside
Jack Mishler
Ian Donovan
ALEDA SEDGWICK KRESGE
KRISTA L KIRBY
Lindsay Erickson
ARTHUR WARREN SPILLER
Bridget Hattingh
Patrick J Glackin
DANIEL MCKELVEY
KAREN SUE TERRELL
KAREN LISA ROTH
Kelly Garoutte
STEPHEN THEODORE GLADSTONE
Eli Davidoff
KELLEY LYNN SCHAECHER
ADAM D UHLAN
SUSANNE C LIVESAY
JULIA KARASIK
JEFFREY S WEINER
EMMETT FRANKLIN OWENBY

Within 25 miles of Breckenridge, CO, Best Investors lists 20 registered investment advisory firms with 23 offices nearby, managing about $7.87T in combined regulatory AUM across 2,219,067 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 Breckenridge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM