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Best financial advisors in Evans, CO

Registered advisers within 25 miles of Evans, CO.

Offices
306
Firms
105
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,737,035 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

PACKERLAND BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EVES&HAINES WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ON INVESTMENT MANAGEMENT CO
EAGLE STRATEGIES LLC

Investors

TODD BARRY WHITMORE
Jesus Humberto Herrera Juarez
Andrew Thiel
Robert Curtiss Spykstra
Gloria Rodriguez
TREVOR JOSEPH ORR
MENAN ANTHONY BERGMAN
ASHLEY Rae SHIPP
Kyle Robert DeBord
JESSE DAVIS EVES
GLENDA SUE HAINES
Samantha Elnora White
JESSICA HERNANDEZ
SOPHIA MAURINE LANTING
Keagan R Dollard
Daniel Joseph Martin
NICOLAS GEORGE LEZAMA
JOHN ROBERT ROESSIG
TODD MICHAEL ANDRE
NORMA I BARRANDEY
DONALD EUGENE YOHON
WILLIAM GRAY VITAGLIANO
LAURA ANN SCHNELL
HOWARD PRIVES COHEN
KENNETH WILLIAM DYER
JOHN MCGEE
TROY LEE GONZALES

Within 25 miles of Evans, CO, Best Investors lists 105 registered investment advisory firms with 306 offices nearby, managing about $13.2T in combined regulatory AUM across 2,737,035 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 Evans

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM