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Best financial advisors in Broomfield, CO

Registered advisers within 25 miles of Broomfield, CO.

Offices
1,740
Firms
859
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,180 clients when Item 5C has a number
Avg / client
$6.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WHITE HAWK WEALTH MANAGEMENT
MILLENNIAL WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAYDEN WEALTH MANAGEMENT
COHESION WEALTH MANAGEMENT, LLC

Investors

Brandon Scott Harper
Jessica Rhea Guitar
Nancy Ann Clark
Brittany A Larson
HOPE MARIE TODT
Becky Brooke Ledbetter
Jonathan David White
CAMERON ROBERT DYE
Lance Shea Styer
Courtney M Styer
GRAYSON JOEL HOFFERBER
Carlie Jeanine Campuzano
Lori Lee Slaughter
SUSAN DAVIDSON SPANGLER
Vinchenza Burney
REID MICHAEL JOHNSON
DAVID JON BAER
ROBERT ALLEN NOVAK
David Reid Pringle
DAVID BURNHAM GOSSETT
Neil Robert Draxler
Keven Paul Courson
JULIE MARIE PAPACEK
ERIC CHARLES HOLLOWAY
SHANE PATRICK DENNEHY
SKYLER Jeffrey GILLESPIE
DANIEL ALEXANDER CAYCEDO
Devon C Roig
Joshua D'Agostino
Nikole Lyhn Larson

Within 25 miles of Broomfield, CO, Best Investors lists 859 registered investment advisory firms with 1,740 offices nearby, managing about $21.6T in combined regulatory AUM across 3,144,180 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 Broomfield

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM