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Best financial advisors in Erie, CO

Registered advisers within 25 miles of Erie, CO.

Offices
1,100
Firms
597
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,111,211 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HINMAN FINANCIAL PLANNING, INC.
EDWARD JONES
WEALTHEQ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASPEN GOLD FINANCIAL
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
ABBY KOVACH FINANCIAL PLANNING, LLC
PIF EQUITY PARTNERS, LLC

Investors

Jesse Luke Richardson
Emily Marie Green
RAQUEL SUE HINMAN
Maxwell Benjamin Paul
Brittany L Maracine
Caleb W Theisen
Serban Caleb Maracine
michael sutton corbett
Thomas Orville Stenz
Julie Anne Martinez
Beth Eileen Stenz
WARREN WOODROW CHURCH
Christopher Martin
Tony John Liska
Joseph Anthony Bocci
Jordan Peter Fuerst
Darcy Nicole Lindblom
ROBERT LOUIS ELLIOTT
MALYKA ESPRIT KORGAN
Joseph P Vidal
Sarah Deatherage
Jennifer Lynn Kayton
Ryan Michael Cox
RYAN JAMES PETRY
Anthony Melvin Merritt
Michael Angelo Bonilla
Hua Hui Li
MARC KELLEY SISLER
ABIGAIL ANN KOVACH

Within 25 miles of Erie, CO, Best Investors lists 597 registered investment advisory firms with 1,100 offices nearby, managing about $19.0T in combined regulatory AUM across 3,111,211 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 Erie

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM