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Best financial advisors in Cotopaxi, CO

Registered advisers within 25 miles of Cotopaxi, CO.

Offices
14
Firms
11
Combined AUM
$2.65T
Firm-wide filings, not assets booked only here
Clients
337K
336,947 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CONCURRENT INVESTMENT ADVISORS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE FINANCIAL ADVISORS, LLC
MANDALA FINANCIAL ADVISORS LLC
SALIDA FINANCIAL ADVICE AND PLANNING
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATEGIC WEALTH PARTNERS, LLC

Investors

BRIAN PHILIP KONTY
SEAN MICHAEL MORTON
Bradford Knifong
JANICE B GRAHAM
Justin Ray Podzemny
DENNIS RAYMOND PODZEMNY
Jacob David Francis
Christian Javier Pineda
JEFFREY SCOTT REISH
PHILIP D BROWN
Joel E. Fay
ROBIN ANN BESS
MATTHEW ROBERT SNOW
Brad Allen O'Neal
JOHN WILLIAM MCGOWAN
Christopher Michael Muecke
DAVID LLOYD KAISER
DAVID CHARLES VOGT

Within 25 miles of Cotopaxi, CO, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $2.65T in combined regulatory AUM across 336,947 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 Cotopaxi

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 CONCURRENT INVESTMENT ADVISORS, LLC 290 advisers $15.7B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MANDALA FINANCIAL ADVISORS LLC 2 clients · 1 advisers $25.4M AUM