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Best financial advisors in Colorado National Monument, CO

Registered advisers within 25 miles of Colorado National Monument, CO.

Offices
61
Firms
26
Combined AUM
$6.67T
Firm-wide filings, not assets booked only here
Clients
646K
645,990 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
DELPHI WEALTH PARTNERS
ASHTON THOMAS PRIVATE WEALTH
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
D.A. DAVIDSON & CO.
WELLS FARGO CLEARING SERVICES, LLC
EDGEROCK WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

William Hungerford
AARON RABURN TICE
NICOLAUS DAVID BARTH HANSEN
ANGELA MARIE JOHNSON
Joshua Boyd May
WILLIAM CODY REED
SCOTT EARL STEINER
Isreal Lane
JEFFREY M FUNDERBURK
DANIEL ALLEN FUNDERBURK
Nathan Kleppe
JUSTIN TYLER REED
Mark Thomas Harris
Clare E Swindell
ERIN MARIE BLUE
Derald A Salaz
ERIC WAYNE LUSBY
Christopher Ryan McGlade
AMY BROOKE MARTINEZ
CLAYTON COULTER SQUIER
CHERYL ANN SQUIER
Michael Meade Troyer
JOHN LOWELL WAITE
WILLARD H PEASE
WILLARD HENRY PEASE
Danielle Codi Hage
Steven Timothy Johnson
Travis Drake Mullenix
Jacob Druce
payton jackson tegarden
Ryan Toshio Mizushima
Kendall Augustine Anderson
Parker E. King
Larry Clifford Jones

Within 25 miles of Colorado National Monument, CO, Best Investors lists 26 registered investment advisory firms with 61 offices nearby, managing about $6.67T in combined regulatory AUM across 645,990 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 Colorado National Monument

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM