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Best financial advisors in Colo Spgs, CO

Registered advisers within 25 miles of Colo Spgs, CO.

Offices
318
Firms
139
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,984,856 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

RFG ADVISORY, LLC
EDWARD JONES
PETRA FINANCIAL ADVISORS INC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
FOCUS PARTNERS WEALTH, LLC
SUMMIT WEALTH GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
ACCELERATED WEALTH ADVISORS LLC
SELA CAPITAL GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
BULLOCK CAPITAL ALLIANCE, INC.

Investors

DUSTIN EUGENE WEST
Susan Diane Auer
RAYMOND E HART
CHRIS DAVID ABEYTA
Michael D Hartman
TYLER TINGSTROM
Amy Kathleen Dyess
Ilse G Heflin
LISA ANNE MALICK
SHANNON JEANETTE ROSS
Brianna Lynn Ziegler
John Eric Anderson
Mark Michael Wallace
CHRISTOPHER TIMOTHY MURPHY
HILLARY LEE HAWKINS
KEVIN ANDREW PATTERSON
HEATHER ALEXIS PAUL
JANET WEILER WILSON
WILLIAM DAVID VAN KEULEN
CRAIG EVANS CARNICK
Joseph Matthew Suhajda
TRACY DENA THORNLOW
SEAMUS THOMAS OBRIEN
GARY WAYNE JAMES
JASON JOHAN RUNUNG
Andrew Charles Quintois
Mitchel Tenbarge
DAKOTA BENJAMIN DAY
Gabriel Paul Turner
Chase R Erickson
CHRISTOPHER ELDEN WELLS
SCOTT EDWARD WILKINSON
ROSS W HAYCOCK
LACEY JORDAN
Alisha Crystal Butterfield
JOSHUA PAUL WILLINK
LACEY ANNE MORRISON
Robert Michael Shelton
Stephen Stewart Crawford
Matthew Francis Zaczyk
MICHAEL RAY COMSTOCK
CHARLES RANDAL MORRIS
Liliya Gubceac
DAVID S NEWBY
STARR AMANDA PAULSON
Joshua Adam Oller
JAMES EUART COCHRAN
JOSHUA JAY JERELE
DAVID ROYAL NOLAND
Christian Kurt Whitesell
Carlos Mauricio Alas
Kelli A Phifer
Shaun Mark OBryant
Morgan Christine Heintzeman
Amber Leigh Jack
Kevin R Bray
Carma J VanOrman
Andrew Gil Rothenbury
Zachary William John Schut
Christopher Joseph Curl
Kyle Richard Gamache
ZACHARY SHAE KIBBY
MATTHEW J GLENN
RYAN EDWARD STARLING
SERGEY NESVAT
Dillon Matthew Widdows
Luke Vanzo
AUSTIN MICHAEL COOPER
MARK WILLIAM NELSON
RENAE ELIZABETH SMITH
KIMBERLY KAYE MAEZ
TIMOTHY AARON THURSTON
RYAN FARRELL
Eric Garland
JAYMI FARRELL
Ryan Holzwarth
Austin Braund
Jeremy James Burton
DAVID WAYNE BULLOCK
LAURA IRENE CAVANAUGH

Within 25 miles of Colo Spgs, CO, Best Investors lists 139 registered investment advisory firms with 318 offices nearby, managing about $14.5T in combined regulatory AUM across 2,984,856 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 Colo Spgs

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM