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Best financial advisors in Estes Park, CO

Registered advisers within 25 miles of Estes Park, CO.

Offices
13
Firms
10
Combined AUM
$2.57T
Firm-wide filings, not assets booked only here
Clients
363K
362,730 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SANCTUARY ADVISORS, LLC
CALEDONIA WEALTH MANAGEMENT, LTD.
LPL FINANCIAL LLC
FLEET CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DCG WEALTH MANAGEMENT

Investors

MARYANN MARTIN
Conner Burt
SUSAN JANE FEREDAY
Derek Douglas Vinge
Mark Purdy
Maria Wood
TIMOTHY GEORGE THOROLD BARNETT
DAVID GREGG MCMILLAN
CHRIS PATRICK EISSINGER
BRUCE LARRY FLEET
Moses Jeremie Yoder
HEATHER MORGAN ANDERSON
Blair Haslerud
DONITA S BAZE

Within 25 miles of Estes Park, CO, Best Investors lists 10 registered investment advisory firms with 13 offices nearby, managing about $2.57T in combined regulatory AUM across 362,730 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 Estes Park

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 SANCTUARY ADVISORS, LLC 415 advisers $34.9B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 8 CALEDONIA WEALTH MANAGEMENT, LTD. 2 clients · 2 advisers $78.1M AUM