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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROCKWOOD EQUITY PARTNERS LLC
U.S. BANCORP ADVISORS, LLC
CAPITAL FINANCIAL GROUP, INC.
M HOLDINGS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHERRY CREEK FAMILY OFFICES
SOURCEROCK GROUP LLC
1060 CAPITAL, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MATTER FAMILY OFFICE
KONVOY
IWP WEALTH MANAGEMENT LLC
ALPINE WEALTH ADVISORS, LLC
LION EQUITY INVESTMENT ADVISORS, LLC
FUTURE FINANCE ACADEMY LTD

Investors

PETER JON COLEMAN
ANDREW TIMOTHY AHRENS
Julie Michelle Miller
Jacob Thomas Puzio
JAMES EDWARD CLEARY
SCOTT DOUGLAS THISTED
HEATHER LYN BAKER
Michael Edward Bury
CHRISTINE M EAKINS
Ryan C Kelty
MICHELLE ELIZABETH LOSASSO
Alexandria Ann Eatherly
Carly Wendt
Breanna M Latt
NICHOLAS EDWARD SWEENEY
ROBERT MARK JURKIEWICZ
MICHAEL GAILIS LUTZ
Heather LYNN Pacheco
Jay R Oyer
KIMBERLY S FOX
DIANE HELEN PADALINO
Anna Vucurevich Jenkins
MICHAEL R WILLEFORD
SCOTT G. BECKLEY
Gabrielle Jean Hodgson
Ryan Van Meter
Eric R MacVittie
MITCHELL D HOOVER
JOEL H COHEN
Clelio Boccato
DARCY ARMSTRONG
William James Bradford
SEAN ANDREW HORSLEY
Varoon G Jewahar
CHRISTOPHER JOHN SOMMESE
Jonathan N Kanaber
Tyson Oliver Plowshay
Brett Edward Dammeyer
Francis Riordan Loughran
Luke Ryan Fox
Sara Burns Fobian
Savio Nguyen
John Dwyer Mitchell
AMANDA L VIGIL
Jacob A Schuster
MICHELLE RENNE NICHOLS
JANE PARIS BRONSON
CALLIE P SHOWN
Kayla Mosley Jackson
Ana Rocio Rosenberg
Bradley Stuart McCallister
Mary Helen Stults
Heidi Angelique Tickle
Sean Sechler
JENNIFER ASHLEY MINTON
JOEL H ALBERS
Melyssa Slusarz
Samuel F Sweeney
John M Walsh
Elisabeth M Porrey
Steven Cameron Ross
James Alan Chestnut
Elias M Dolson
ANTHONY DELGADO
Davis Paul Owens
Morgan Antonette Atwell
COREY BRIAN MCKIERNAN
Christin James McPartlan
Jason Perlioni
KEVIN WILLIAM BURKE
TIMOTHY JOEL ULFIG
Cara Elise Sosebee
MELISSA JEAN ELLIOTT
KEVIN J CROSS
Scott B Staudenmier
KELLY MARIE HEPPE
Emma F Schmeling
Owen M Valasek
THOMAS MICHAEL BOH
REBECCA BINDER MORELAND
DAVID ROBERT BURCHFIELD
DANIEL RICHARD PALM
LISA ANN PETERSON
BRIAN MATTHEW KELSO
BRIAN THOMAS ROBINSON
DAVID G BAUER
BENJAMIN THOMAS HAYNES
JOANNA LYNN HECKMAN
Sierra Meredith Jones
FRANK RICHARD FRESQUEZ
Stuart John Vander Velde
MICHAEL CHASE MOORE
Mollie Denise Savage Wray
Jesus Ivan Baez
Julia M Stelloh
Amanda M Logan
Grant M Reffett
Alexander J Phillips
Joseph A Celli
AMY MARIE GIBSON
MELANIE JEANNINE SCHMIEDING
MATTHEW LINDSAY TRONTEL
TIMOTHY MARCUS BUTLER
Steven Michael Kluever
MARK P WITTER
BRADLEY MASON BARTICK
JESSICA J TAI
DENISE HOBBS STUP
MICHAEL GREGORY GEGEN
Stephanie Palma Aragon
MARK ALAN NICOLET
TAYLOR JOHN PAULES
LAUREN BERGITTA GRIFFIN
LUCAS ADAM SCHNEIDER
Nicholas J Turnquist
Courtney A Wilhelm
Ashley M Leibfried
Jeffrey L Terhune
NONDO DOMINIC CAPUANO
JOHN LEE ARNOLD
TUPPER GORDON MACDOWELL
CHRISTOPHER DUANE MEDLEY
JOHN RICHARD BICKEL
MARK GERALD DUFFY
MICHAEL JOSEPH GEGEN
HEATH JAMES MASON MCATEER
Larry S Lagerberg
DONALD RODERICK THACKER
SEEMA KINRA
PHILIP EDWARD ROLLHAUS
MADISON CHRISTA ATHERTON
Erin Clare McCloskey
Marlys Raycraft
Alexander M Quinn
CHARLES ALEXANDER WILLHOIT
JERREL LEE ARMSTRONG
SHANNON MARY CONNOR
NATASHA SOPHIA GUNBERG
ANDREW D MCDONALD
Lindsey Nicole Brown
Joshua Samuel Goldin
KEVIN MICHAEL MCCABE
TAMARA JEAN WARD
STEPHANIE LYNN BOWERS
NICHOLAS HOLLAND KRAL
Laurent Jampel Tsegyal Treguier
Jackson Klutznick
MEGAN MARY SANDHAGEN
Adrielle Lagda
BLAIR ELLEN QUINN

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