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Best financial advisors in Colorado Springs, CO

Registered advisers within 25 miles of Colorado Springs, CO.

Offices
473
Firms
215
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,332,653 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SULLIVAN & ASSOCIATES
TUCKER ASSET MANAGEMENT LLC
MATHIES FINANCIAL PARTNERS
SECURE ASSET MANAGEMENT, L.L.C.
EDWARD JONES
LPL FINANCIAL LLC
BUCK WEALTH STRATEGIES, LLC
THE AMERIFLEX GROUP
COBALT PRIVATE WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
TARA NOLAN ADVISORY SERVICES, LTD
ABUNDANT CAPITAL STRATEGIES LLC
ADVENIRE WEALTH MANAGEMENT

Investors

Hannah Kathryn Bush
DANIEL GREGORY LEWIS
Kevin Patrick Sullivan
KRISTIN LEE MAKSIMOWICZ
KATHLEEN MARIE DRISCOLL
Ariel Marie Bean
STEPHEN LEE FOLTZ
Ryan Reynolds
Jennifer Oliverio
Cameron Gabriel Anderson
Ashley Wright
Richard Warren Payne
EMANUEL DAVID PEREZ
RACHEL LEAH Ruiz
CARL MARTIN FELLHAUER
Gilad Shwartz
DANIEL JOSEPH KORLESKI
JENNIFER KAY HICKS
KREG DANIEL KELL
TARA ELIZABETH NOLAN
Kris McKinney
RENA KAY BREEDING
EARL FRANKLIN VAUGHN

Within 25 miles of Colorado Springs, CO, Best Investors lists 215 registered investment advisory firms with 473 offices nearby, managing about $17.9T in combined regulatory AUM across 3,332,653 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 Springs

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