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Best financial advisors in East Vail, CO

Registered advisers within 25 miles of East Vail, CO.

Offices
22
Firms
15
Combined AUM
$2.19T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,516,015 clients when Item 5C has a number
Avg / client
$1.44M
Combined AUM ÷ clients

Nearby offices

Firms

MCKELVEY & ASSOCIATES, INC.
SERVICE PROVIDER CAPITAL
NOSE TO WIND LLC
U.S. BANCORP ADVISORS, LLC
WESTERN WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
&PARTNERS
PNC WEALTH MANAGEMENT LLC
ZIDEL FINANCIAL INC.

Investors

DANIEL MCKELVEY
Randal Gregory Stinson
Sean Michael Brown
ALEDA SEDGWICK KRESGE
KRISTA L KIRBY
ARTHUR WARREN SPILLER
Bridget Hattingh
Patrick J Glackin
Ian Donovan
Mason Thomas Burnside
Jack Mishler
BEN THOMAS IGOU
Lindsay Erickson
TRACY RENEE TUTAG
STUART JAMES GREEN
KATHRYN ANN LIZOTTE
William Dietz Mako
FRASER MACPHERSON HORN
DUDLEY MARVIN IRWIN
Jeremy Luke Lepore
EDWARD KOWALEWSKI
Micah R Jackson
Christina Lorine DeWitt
DOUGLAS IRA ZIDEL

Within 25 miles of East Vail, CO, Best Investors lists 15 registered investment advisory firms with 22 offices nearby, managing about $2.19T in combined regulatory AUM across 1,516,015 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 Vail

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 5 &PARTNERS 535 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTERN WEALTH MANAGEMENT LLC 39 clients · 107 advisers $5.36B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM