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Best financial advisors in Breen, CO

Registered advisers within 25 miles of Breen, CO.

Offices
41
Firms
24
Combined AUM
$5.57T
Firm-wide filings, not assets booked only here
Clients
722K
722,482 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MCALVANY WEALTH MANAGEMENT, LLC
SWAN GLOBAL INVESTMENTS, LLC
RED MOUNTAIN FINANCIAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
IRON RIVER CAPITAL LLC
FAMILY FINANCIAL SOLUTIONS GROUP, LLC
PRASAD WEALTH PARTNERS
EVERGREEN WEALTH ADVISORS
EDWARD JONES
MORGAN STANLEY
TAFOYA BARRETT AND ASSOCIATES PC
INTELLIGENT INVESTMENT MANAGEMENT,LLP
PRIORITY FINANCIAL PARTNERS
SWAN WEALTH ADVISORS, LLC

Investors

WILLIAM JAMES CLEMENTS
CALVIN E ROMERO
HUNTER COOPER ALLMON
Travis Jeremy Holgate
ROBERT KEITH DRAPER
DAVID SCOTT MCALVANY
KENNETH CHARLES DUNCAN
PATRICK LESTER STIEFEL
DAVID LEE RICK
CARA ANNE FLYNT
MICHAEL ERNEST WARREN
DAVID TRANUM
KAREN VALERIA NARANJO
NAOMI SERNA MARTY
JACK ELTON
DAVID WAYNE SALEH
JUSTIN CORTE FIERSTEIN
Louis Patrick Di Muro
SHAUN MICHAEL CONNOLLY
Robert Breck Requard
MICHAEL ELLIS TYLER
CAROLE LEAH ROMINGER
RANDALL WILLIAM SWAN
Christopher Wright
CYNTHIA KAY MURPHY
David Matthew Hill
PATRICK JAMES HILL
WILLIAM EARLE COFFEY
BRENDAN ROBERT HILL
BRADLEY ALLEN TAFOYA
JAMES MICHAEL BROST
TRENT DOUGLAS PORTER
Daniel Alexander Neagoy
Christian John Swan
CHRISTOPHER BRIAN HAUSMAN
Walter Scott Stepanek
ZACHARY DAVID NOONAN
ROBERT BRADLEY SWAN
David Allen Whiteside
Stephen Montana O'Connor-Seville

Within 25 miles of Breen, CO, Best Investors lists 24 registered investment advisory firms with 41 offices nearby, managing about $5.57T in combined regulatory AUM across 722,482 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 Breen

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM