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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

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
PEAK ASSET 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
OSAIC INSTITUTIONS, INC.
GO FISH FINANCE, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

MARC KELLEY SISLER
MATT FREDERICK
TABRENIA LYNN DAVIDSON
FERESHTEH EFTEKHAR
Erin Resetar
Sonia Rebollo-McCloskey
John Paul Mondeau
TERRY L ROBINETTE
TARA JILL Hefty
JASON ROLAND FOSTER
CASSIDY STECK
Grant Bugner
JULIE FAUBLE PRIBBLE
BRENT CHARLES YANAGIDA
TIMOTHY MACGRUDER BURT
BETHANY ALYSSA AYLOR
PETER VIKING HEDBERG
JOHN NEAL MCCORVIE
NOEL FLETCHER BENNETT
SOPHIA NEWBURY BERGLUND
Ryan Michael Cox
CHRIS MATTHEW REBICH
JEREMY MICHAEL SHEVLIN
Curtis Clegg
DENNIS JOSEPH HABERKORN
PAULA PLAIA MCMANUS
LAURA ANNE SAUNDERS
STEPHANIE E. GUDKA
Leah Marie Copertino
Dylan Plane
Joseph Eshleman
JAMES GLENN PLANE
Logan Daniel Snodderly
DAVID MICHAEL CHOURY
TRACY LYNNE SKINNER
JEFFREY DEAN SCHUCHARD
SAMANTHA JANE HEDBERG

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