Best financial advisors in Cardiff, CO

Registered advisers within 25 miles of Cardiff, CO.

Offices

26

Firms

16

Combined AUM

$3.72T

Firm-wide filings, not assets booked only here

Clients

363K

362,521 clients when Item 5C has a number

Avg / client

$10.3M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

205 E MEADOWS DR
GLENWOOD SPRINGS, CO 81601

COMMONWEALTH FINANCIAL NETWORK

823 BLAKE AVENUE Suite 201
GLENWOOD SPRINGS, CO 81601

EDWARD JONES

202 8TH ST
GLENWOOD SPRINGS, CO 81601-3306

CETERA INVESTMENT ADVISERS LLC

804 COLORADO AVENUE
GLENWOOD SPRINGS, CO 81601

SYSTEMATIC WEALTH MANAGEMENT, INC.

817 COLORADO AVENUE SUITE 303
GLENWOOD SPRINGS, CO 81601

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

817 Colorado Ave Suite 105
Glenwood Springs, CO 81601

EDWARD JONES

902 Colorado Avenue
GLENWOOD SPRINGS, CO 81601

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1002 Cooper Street
Glenwood Springs, CO 81601

EDWARD JONES

2700 Gilstrap Ct Ste 170
Glenwood Springs, CO 81601

EDWARD JONES

2700 GILSTRAP COURT SUITE 230
GLENWOOD SPRINGS, CO 81601

CETERA INVESTMENT ADVISERS LLC

1605-K GRAND AVE
GLENWOOD SPRINGS, CO 81601

STIFEL, NICOLAUS & COMPANY, INCORPORATED

2520 S. GRAND AVE. SUITE 210
GLENWOOD SPRINGS, CO 81601

EDWARD JONES

820 CASTLE VALLEY BLVD SUITE 108
NEW CASTLE, CO 81647

11.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1199 Village Rd Ste 204
Carbondale, CO 81623

13.9 miles away

EDWARD JONES

1199 Village Road SUITE 201
CARBONDALE, CO 81623

13.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

590 HWY 133
Carbondale, CO 81623

SUMMIT GLOBAL INVESTMENTS, LLC

1101 Village Road, Suite LL3D
Carbondale, CO 81623

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

580 Main Street Suite 120
Carbondale, CO 81623

14.7 miles away

SHERWOOD WEALTH MANAGEMENT

310 MARKET ST
BASALT, CO 81621

LPL FINANCIAL LLC

310 Market Street First Floor
Basalt, CO 81621

Firms

WELLS FARGO CLEARING SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

SYSTEMATIC WEALTH MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

SUMMIT GLOBAL INVESTMENTS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

SHERWOOD WEALTH MANAGEMENT

LPL FINANCIAL LLC

Investors

KEVIN LEE HUETH

TIMOTHY PAUL RAHMEIER

Matthew James Cova

DONALD THAD CLICK

Amy Carol Allred-Fetterhoff

DONALD LEE TAPP

Niels August Jepsen

DEBORAH ANN BIRCH

Levi Fetterhoff

Richard Douglas Smidt

DANIELLE MARIE HOWARD

MAHESH A ODHRANI

Molly C McMahon

Jathan William McGlade

Nicole Joy Randall

Hollis Earl Kelley

SCOTT GREGORY BOLITHO

CAMERON COLE WILLIAMS

BREANNA L MCCALLUM

Austin Hamilton

RODNEY GLEN NAYLOR

MICHAEL KEITH MCCALLUM

MICHAEL TODD STURHAN

Brian Terry Thomas

Hailie Marie Mickley

JODY ANN WILSON

Margaret Ruth Corcillo

BRIAN RODNEY LITTLEJOHN

Daniel Joseph Chaput

Within 25 miles of Cardiff, CO, Best Investors lists 16 registered investment advisory firms with 26 offices nearby, managing about $3.72T in combined regulatory AUM across 362,521 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 Cardiff

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM