Best Investors Account Sign in

Best financial advisors in Castle Rock, CO

Registered advisers within 25 miles of Castle Rock, CO.

Offices
796
Firms
377
Combined AUM
$20.3T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,241,781 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
FIDELIS WEALTH ADVISORS
JACKSON WEALTH MANAGEMENT, LLC
JACKSON CREEK INVESTMENT ADVISORS LLC
CIM
FUTURE CAPITAL MANAGEMENT INC.
BRAND ASSET MANAGEMENT GROUP, INC.
CRUSONIA WEALTH ADVISORS LLC
CLARUS WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
INDEPENDENT FINANCIAL PARTNERS
BASELINE GROWTH CAPITAL
ADVISORY SERVICES NETWORK
ALONGSIDE, LLC

Investors

Gilad Shwartz
Michael Riedmuller
KEVIN THORPE
DAVID WEBSTER TOPOLNICKI
Tyler Christian Roach
Sandra Seal Knox
Karley Grace Fidani
SAMUEL REY TENNEY
JOHN JOSEPH VANSANT
Travis L Wall
STEFAN JACKSON
BRIAN THOMAS HARVEY
CHRISTOPHER SEAN MCQUILLAN
Benjamin Guillon
SHANE BRIAN CALLAHAN
JUSTIN LOUIS KOHNKE
CRAIG WILLIAM BROOKS
Joshua Ryan Bustos
JOHN RAY RIDDLE
DAVID ERIC BAYSINGER
KELLY MICHAEL ELSENSOHN
KARINE RENEE BEARD
AMY STEVENSON
JONATHAN OSOWSKI
Jonathan Earl Rogers-Peckham
MICHAEL GLEN NIELSON
BRYAN NIELSON
STEVEN ANDREW KLETTER
SARAH ESTRELLA VILLALOBOS
DUSTIN SCOTT MILLARD

Within 25 miles of Castle Rock, CO, Best Investors lists 377 registered investment advisory firms with 796 offices nearby, managing about $20.3T in combined regulatory AUM across 3,241,781 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 Rock

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM