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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

HIGHLANDS ASSET MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
PINE CONE, LLC
COLORADO FINANCIAL SERVICE CORPORATION
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
PALLER FINANCIAL SERVICES, INC.
OSAIC ADVISORY SERVICES, LLC
LIFT ASSET MANAGEMENT
FIDUCIARY COUNSEL, INC.
ELIASON WEALTH MANAGEMENT LLC
PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC
LEGIONCE INVESTMENT ADVISORS, INC.

Investors

ROBERT ALLEN STACHOWIAK
Cyprus T. Williams
MICAH S MONSON
NICHOLAS MANNA
NATASHA J. BREWTON
ARTHUR DAVID PEREZ
KEITH J RICHARDSON
MATTHEW ALEXANDER WILLIAMSON
ASHLEY JEAN LANE
SALVATORE MELARAGNO
KRISTINA E. BACA
MILES CARSON JONES
SAMUEL DAVID JONES
BIANCA BICKLEY
SARAH GUNDERSON
TYLER KRUSHENSKY
ALLISON YOUNG
JAYSON ANDREW SYMONS
JONATHAN TRIEBELL
Scott Milani
EMILY UNBIE SMITH
TREVOR MCINTYRE
ANDREW KIM
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
CHRISTINE A LEAS-BURNLEY
RAYMOND ARTHUR DAHLMAN
Michael Anthony Truskowski
Philipp Ponomarev
Wyatt Bohren
Edward Andrew Johnson
GEORGE ERWIN CAULKINS
CHRISTOPHER MICHAEL ALEXANDER
THEODORE MANZANARES
Elizabeth Michelle Walker-Sadler
Bruce Fike
KENT RICHARD ENGEL
Joseph Edward Weintraub
MARTIN BENZ
Tyler Adams
JAMES LAFEMINA
Brandon Christian Shaw
EDWARD CEYLON HAIBT
Bon Myeon Koo
Timothy M Weishaar
Tyler Franks
Kyle Wong
CYNTHIA DIANE FRAZIER
CHESTER JOSEPH HEBERT
William Dan Gotses
MATTHEW DAVID DAUGHERTY
CHRISTINE CLARISSA NARAYAN
DANIELLE LYNN MOSKOWITZ
Adam James Woodworth
RON ADELSTEIN
John Caldwell Guilds
Thomas R Thalman
NICK JASON HUBBARD
John William Cooley
Martin Lee Vestel
QUINN A MARTINEZ
Muamer Maksumic
JONATHAN DINAR
MARK RANDALL PALLER
Jennifer McElderry
Jamison White
MARK RICHARD MOGLE
KEVIN GLEN WARD
WILLIAM Lawrence KESSEL
Benjamin David Spicer
Robert Anthony Spicer
CRAIG ALAN JOHNSTON
Steven T. Erfman
Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON
MICHAEL D HESS
ZHICHENG RUI
Cameron V Berry
STEVEN IRA Warshawsky
Venessa Daye Rodriguez
Peter Leeman Dickson
GEORGE WILLIAM Verbrugge
Rodney Eugene Clark
BENJAMIN JOHN YORK
GRACE MEINA CHEN
SEAN M BAZEWICZ
GIANMARCO BROCK CACCIAMATTA
Deanna Rene Lewis
Mark J Frank
Brennen Michael Hess
Joseph Anthony Whitcomb
PHILLIP VERN LOBATO
NATHANIEL JAMES Dickson
JODI BROWN
Daniel Lanskey
Omkar Shinde
Nathan Schroeder
Mark Alan Gaylord
Kevin Forrest Brunkow
Mardochee Mbambi Mafuana
ANGELICA R WALTER
Elizabeth Eleanor Allam
IAN DOUGLAS MACCLURE
MICHAEL JOHN POLAKOVIC

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