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Best financial advisors in Eagle, CO

Registered advisers within 25 miles of Eagle, CO.

Offices
32
Firms
21
Combined AUM
$2.32T
Firm-wide filings, not assets booked only here
Clients
262K
262,456 clients when Item 5C has a number
Avg / client
$8.83M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ELEVATE CAPITAL ADVISORS
EDWARD JONES
&PARTNERS
PNC WEALTH MANAGEMENT LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
WESTERN WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
NOSE TO WIND LLC
SERVICE PROVIDER CAPITAL

Investors

JAMES M BOLTON
Chase Edward Carty
ROBERT KENT WELSH
KENNETH ALLEN ARMSTRONG
SHANE RIELLY FLEURY
Thomas Damon
KYLE GARRET LOTTMAN
BEN G CATON
Kevin Christopher Brubeck
Samuel D Blethen
Benjamin H Dodd
Christina Lorine DeWitt
EDWARD KOWALEWSKI
Jeremy Luke Lepore
Micah R Jackson
FRASER MACPHERSON HORN
DUDLEY MARVIN IRWIN
TRACY RENEE TUTAG
STUART JAMES GREEN
KATHRYN ANN LIZOTTE
William Dietz Mako
Randal Gregory Stinson
Sean Michael Brown
Katherine Preston
ANDREA NICHOLE GURULE

Within 25 miles of Eagle, CO, Best Investors lists 21 registered investment advisory firms with 32 offices nearby, managing about $2.32T in combined regulatory AUM across 262,456 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 Eagle

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 &PARTNERS 535 advisers $30.3B AUM 7 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM