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Best financial advisors in Eastlake, CO

Registered advisers within 25 miles of Eastlake, CO.

Offices
1,733
Firms
857
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
BIGHORN WEALTH MANAGEMENT
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GEOMETRY RESEARCH MANAGER, LLC
FRIEND FINANCIAL GROUP INC
J.P. MORGAN SECURITIES LLC
ALIGN FINANCIAL SERVICES
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
APEX FINANCIAL LTD
WELLS FARGO CLEARING SERVICES, LLC

Investors

Jason Kessler Gocke
Jill Bischoff
MICHAEL JAMES SIKORA
BENJAMIN MICHAEL SIKORA
MICHAEL JOHN FREEMIRE
Ryan Matthew Keeran
Shawn Faurote
GABRIEL DIBILDOX
RACHAEL S CHRISTENSEN
Nicholas R Langreck
TODD ALAN JEFFCOAT
Nathan Friend
Michael Angelo Bonilla
Hua Hui Li
Logan Daniel Snodderly
DAVID MICHAEL CHOURY
TRACY LYNNE SKINNER
JEFFREY DEAN SCHUCHARD
SAMANTHA JANE HEDBERG
Ryan Michael Walker
Jadan Orgeron
Cory Lange
JENNIFER WEEKS ARMSTRONG
JEANZEN MURIEL MERCADO
DANIEL GEORGE MEDINA
Jodie McKenzie
AMIT SHRESTHA

Within 25 miles of Eastlake, CO, Best Investors lists 857 registered investment advisory firms with 1,733 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 Eastlake

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