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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

PINNACLE CRYPTO EXCHANGE. INC
RESOLUTE CAPITAL ASSET PARTNERS LLC
HARRISON STREET PRIVATE WEALTH LLC
BESPOKE ADVISORY
EAGLE STRATEGIES LLC
EDWARD JONES
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
DAVID W. MCKINLAY, CHFC
INTEGRA FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KELLY INTELLIGENCE
G&S CAPITAL LLC
LOUIS HENRY WEALTH MANAGEMENT LLC
LARIAT WEALTH MANAGEMENT
AG SOLUTIONS CAPITAL, LLC
SIMPLICITY WEALTH

Investors

Brett Michael Heuertz
SEAN MICHAEL MCCANN
Colleen Thompson
BRYCE CARROLL JOHNSON
KENTON HILLARD HUFF
LUIS ANTONIO ESQUIVEL
DAVID WILTON MCKINLAY
KEITH ROBERT FEVURLY
WILLIS GATCH ASHBY
Yves M Dunnebeil
Elizabeth Barefoot
Jeremy L Davis
JUSTIN LLOYD SOUCIE
APRIL HORACE
LOUIS WATERS HARRIS
RYAN BUCKLEY WILLIAMS
Scott A. Jensen
GREGORY STONE BROWN
BRADLEY EDWARD NOLAND
MAIA ANDREA BABBS
Jeffrey Richard Stotler
David Wood
Jacob Andrew Lauer
Gordon Ralph Baker

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