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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

WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
ONEPOINT BFG WEALTH PARTNERS
NORTHLAND SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
NEWELL FINANCIAL SERVICES
LPL FINANCIAL LLC
WAZEE STREET CAPITAL MANAGEMENT LLC
IMPACT CAPITAL PARTNERS LLC
EDWARD JONES
CAPITAL INVESTMENT ADVISORS, LLC
FOURSTAR WEALTH ADVISORS, LLC

Investors

M. SHANNON DANA
DOUGLAS GORDON TURNER
JEFFREY ALLAN HUTCHESON
DAVID CHRISTOPHER CONNELLY
BRENT DEVON HABLUTZEL
BRYAN P BOLL
Daniella Friend
PETE MICHAEL KOURY
ANTHONY J MIRENDA
RYAN JOSEPH CIRASIELLO
GARRY RON KIRKLAND
NICHOLAS MANNING HAMILTON
Daniel John Froning
MATTHEW PAUL ADRIAN
RALEIGH SMITH
CINDY MARKER HEGY
LOWELL JAMES ADRIAN
Liberty F Catt
Jeffrey William Hinkle
STEVEN RAY HINKLE
BARBARA EILEEN GILROY
STEPHEN R GATES
ROBERT EDWARD BURNS
CRAIG DREWES EMERSON
John R. Policastro
Kurt A Meyers
JOHN CHARLES NEWELL
EDWARD JOHN FRELLY
GREG SEGAL
Anna Maurine Healy
BRETT CHRISTOPHER STONE
SHANNON C GRAHAM
JONATHAN MICHAEL AMEEN
Jacob Sinderman
OLIVIA LUCILLE GRECCO
MICHAEL LEWIS STANFORD
Jason Bertino
Sydney Bornstein
BRIAN KELLEHER
Andre Duplessis
Brandon Giorgetta
Abigail Ledogar
RICHARD PETER STEIGERWALD
TODD ANTHONY LIEN
David Anthony Tenaglia
Alex Richard Nuechterlein
CATHERINE MS SCHEUBER
DARREN WILLIAM ROYAL
Edward Stahl Scheuber
Chad Magnus Tipps

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