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Best financial advisors in East Lake, CO

Registered advisers within 25 miles of East Lake, CO.

Offices
1,732
Firms
856
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,135,403 clients when Item 5C has a number
Avg / client
$6.90M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TOWNSEND
STATE FARM INVESTMENT MANAGEMENT CORP.
KEEN CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
ASPEN GOLD FINANCIAL
J.P. MORGAN SECURITIES LLC

Investors

James Richard Jacobson
Nicholas R Langreck
GREG ERIC GRAHAM
SHAWN ROBERT KELLY
Tyler Hentges
JEFFERY EDWARD TOWNSEND
JONATHAN DAVID-ROCKWELL AMICK
Robin Adalia Carlin
JOHN ROBERT GOLTERMANN
DREW MCKINLEY HAYWORTH
RICHARD CHARLES HARRISON
David Joseph Francis
Kaitlin Elizabeth Bell
MARK JASON BOSLEY
ANDREW WAYNE HANNA
Steven Kent Carlisle
THERESA LYNN THOMAS
Antwann Holmes
Scott Conway
TIFFANY ANNA BROWN
MARK EDWARD THOMAS
Brian joseph finan
Brett Finan
THOMAS JOSEPH JENNINGS
Jeffrey Scott Swingle
Jacob Ryan Rueter
William Kenneth Hudson
Patrick J Hager
Amy Therese Norder
JENNIFER KOONZ TREMBLEY
MATTHEW STEPHEN MONKS
WAYNE ROBERT VERITY
ADAM JASON STRICKMAN
Jackson Anthony Vance
Saleem A Aldawoodi
Daniel Vincent Herda
Brian Roskamp
Damon Bonelli
DAVID RUBIN
Svitlana Murtha
JOHN EDWARD VENABLE
Matthew T Watson
Dana L. Wozniak
Jeffrey Dean Luce
Jesse Luke Richardson
ROBERT LOUIS ELLIOTT
MICHAEL JOHN MARTIN
Brian Lee Frank
Lance Shea Styer
Courtney M Styer
Neil Robert Draxler
Keven Paul Courson

Within 25 miles of East Lake, CO, Best Investors lists 856 registered investment advisory firms with 1,732 offices nearby, managing about $21.6T in combined regulatory AUM across 3,135,403 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 East Lake

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