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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

EAGLE STRATEGIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
SIGNAL ADVISORS WEALTH, LLC
FOCUS PARTNERS WEALTH, LLC
FARTHER
AVODAH CAPITAL GROUP, LLC
FIDUCIARY CONSULTING GROUP
LARSON FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
SUNFLOWER WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEVENBRIDGE FINANCIAL GROUP, LLC
SPC

Investors

MYRA DONOVAN
DAVID RAY HUGHES
JAMES SHOFFNER
Heather Lynn Goulding
Rebecca Lockhart Sheets
Kristen Kyser
Tanya Michelle Wagner
PATRICK SEAN SCOBIE
Ian James Scobie
Marvin James Davies
LEONARD SCOTT SANFORD
ROGER LAWRENCE PIERCE
SHERRI LYN GILLIGAN
Karen M Robinson
PATRICK J SMITH
Timothy Michael Buckley
Sean M Waters
RYAN PAUL MURPHY
Lindsey C Levison
Rahman A Khatir
ERICA Michelle RUGE
Joshua C Hasskamp
Ericka J Skeldon
Stuart G Thomas
Madison Alexander Parr
Joel E Dean
Jefferson D Chalk
Frederick A Stewart
Matthew Ross Lavoie
Kathleen Santiago
Bryan T Schmitt
CRAIG STUART JOHLFS
BRITTANY MARIE DEAN
ERIC WILLIAM HAINES
Trevor Adam Holen
CAMERON BRYCE FRAKER
ANNE MARIE PERRY
Michael Atticus Berens
ERIC MICHAEL MICHELI
NATHAN SCHEIBEL
STEVEN THOMAS SHERMAN
David J Elliott
KOREN LOUISE VINING
CHAD MICHAEL ALEVRAS
DEREK HALE SEVIER
DARREN VAN COTT
ANN SPEER
ANDREW HOYSICK
CHASE RYAN RODINE
JAMES DAVID HOYSICK
Brandon Thomas Speer
WILLIAM JAY NADLER
JAMES LEON SMITH
DAWN CHERIE VIELLIEUX
CHRISTOPHER GREGORY DELONG
EDWARD SCOTT ROSENBERG
Ryan Miller
Judith A Ritchie
Colin McGlynn
CHARLES RONALD EBERLY
JUSTIN FERRACCIO
ELENA DEBORA CUMBERBATCH-LYNCH
MARK WILLIAM THOMPSON
DANIEL PATRICK CALLAGHAN

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