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Best financial advisors in Castle Pines, CO

Registered advisers within 25 miles of Castle Pines, CO.

Offices
1,533
Firms
805
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,318,065 clients when Item 5C has a number
Avg / client
$6.70M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CHERRY CREEK INVESTMENT ADVISORS INC
PROGRESS ALLIANCE INVESTMENT SERVICES
THE AMERIFLEX GROUP
TREE LINE STRATEGY GROUP LLC
SUMMIT GLOBAL INVESTMENTS, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AXOS INVEST, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
ROYAL FUND MANAGEMENT, LLC
PEAK CAPITAL MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

KRISTOPHER JAMES MORROW
JEFFREY DUANE CAMPBELL
PATRICIA ANNE MCNAMARA
SEAN DAVID CASTLE
JERRY LEON GRUBER
STEPHANIE KRISTINE CARR
TAD MICHAEL LYLE
DUSTIN DAVID CARR
JOHN MORRIS
STEPHEN ROLAND BRUBAKER
JENNIFER ELIZABETH KAST
Brian James Brubaker
JAMES ROLAND BRUBAKER
MICAH STRODE
Joseph John Davis
GEORGE MCFERREN KIEBLER
THIENSA T. NGUYEN
KERRI LEIGH FARREN
QUINN A MARTINEZ
David Daniel Paulino
Alec Warren Grumet
PAUL GERARD JARVIS
GREGORY COYLE SCOTT
DAVID ALAN RIGGLE
James Goldstein
ROBERT EUGENE LETTIN
JUDITH MARY CARLSON
RANDALL JOHN MASON
LEE TRAVIS CLAYMORE
Quinlan Joseph VandeKoppel
CLINT EVAN PEKRUL
BRIAN DAVID LOCKHART
Jeremy A Hotsenpiller
Michael Gregory Herrick
PETER R PORTERFIELD
Jovan Barrington
Nicole Yen
Keith Donald Wright
Karl James Streufert
Oscar Gerardo Moreno
Karina Holguin
Roberto Elias Sayegh
Jack Osborn Coakley
Nathan George Hardy
Justin Tyler Pittenger
NATHAN JOHN PALMQUIST
Brian Finlayson
JAMES LEE JOHNSON
GREGORY LEE BICKLE
Brett Matthew Dismang
Fiorella Angeli Moscoso
Trevor Petty
Paul James Osckel
DANIEL JOSEPH HORAN

Within 25 miles of Castle Pines, CO, Best Investors lists 805 registered investment advisory firms with 1,533 offices nearby, managing about $22.2T in combined regulatory AUM across 3,318,065 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 Castle Pines

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