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Best financial advisors in Conifer, CO

Registered advisers within 25 miles of Conifer, CO.

Offices
1,488
Firms
781
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,767 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MOGLE FINANCIAL SOLUTIONS
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
WHIPPLEWOOD ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
EP WEALTH ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTEGRATED WEALTH CONCEPTS LLC
ARAX ADVISORY PARTNERS

Investors

AMY SUZANNE KNAPP
BRIAN PAUL HIMMELMAN
JEREMY RYAN MAST
JODY LEE MCNERNEY
THOMAS EDWARD COCO
MARK RICHARD MOGLE
Shawn McGoveran
Trey Fisher
Christopher Nagle
John David Peterson
MARK GEORGE TREVENNA
Bradley Cooke
BRITTANY NICOLE JAROCKI
JAMES ONEILL LUNNEY
RICHARD JAY WHIPPLE
RONALD DAVID NEW
Saxon Swindler
JOSEPH ERNEST HUBBARD
MONA LYNN FEELEY
RODNEY ARIN BECKER
Gary Vincent Dorsheimer
KIMBERLY ANN JESTRAB-RINDT
SHELBY LANE TRINKINO
CARLOS ARTURO BAUTISTA
SARA REBECCA GARDNER
ELIZABETH NAYLOR CADY
Linda Ginder
JON DAVID MOORE
MATTHEW G LANCASTER
COLIN ANDREW LANCASTER
MELISSA S DYER
JOE HALL
LINDSAY B BLANEY
Jason C Bely
Dylan Bruce Wheeler
Andrew Parker Cormack
Benton Ramsey Ellis
Jeffrey Shane Sullivan
Joshua David Probasco
BYRON JAMES DYCK
SHANE ELI WOLFE
JEREMY FREDERICK FAWCETT
Austin Robert Myers

Within 25 miles of Conifer, CO, Best Investors lists 781 registered investment advisory firms with 1,488 offices nearby, managing about $21.7T in combined regulatory AUM across 3,315,767 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 Conifer

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM