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Best financial advisors in Fort Collins, CO

Registered advisers within 25 miles of Fort Collins, CO.

Offices
354
Firms
137
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,753,444 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
UNITED CAPITAL FINANCIAL ADVISORS
MERCER GLOBAL ADVISORS INC.
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COSNER FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SYNERGY CAPITAL
ACORN CREEK CAPITAL LLC
TRIBUTARY CAPITAL MANAGEMENT, LLC
ASCENSION FINANCIAL

Investors

John Balmer
Justin Dahl
MICHAEL PHILLIP TARANTINO
QUINN MATTHEW MCELWEE
DAVID ISAAC ESSAY
CHRISTOPHER VILLEGAS
KRISTIN HOWE
JACK ANDREW WEISENBACH
Jonathan Michael Mertens
David O Dobbins
STEPHEN LEE WEST
DENNIS ERROL COLLINS
Lukas Allen Cheever
Kenneth Craig Kramer
PHILLIP BRIDGER PARSONS
DAVID S. CLARKSON
PAUL MICHAEL SORACI
Ulysses Lalor
JEFFREY ALAN RITTNER
TIMOTHY PATRICK DOUD
ADAM FOWLER
JESSE PAUL REYES
KRISTINA M PAZ
JESSICA ELISABETH BECK
RYAN PATRICK COSNER
Austin Gene Kelly
Angela CHRISTIE Hemmes
MICHAEL K WARNE
BEN LOEFFLER
Sierra Mae Merrick
Vincent Angus Hourigan
ASHLIE REINE BOSTICK
Nicholas Lee Hoogendyk
SHAWN WILLIAM DUNNIGAN
JACK Davis DUNNIGAN
Geri Harris
JOHN JAY HARRIS
DAVID JAMES DUNN
JEFFREY DAVID DUNN
MITCHAL DION O'HARE
MELISSA ANNE CLARY
SIGRID ANN DAUGAARD
JUSTIN G SHELBY
PAUL LITTON GRONEWOLLER

Within 25 miles of Fort Collins, CO, Best Investors lists 137 registered investment advisory firms with 354 offices nearby, managing about $13.8T in combined regulatory AUM across 2,753,444 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 Fort Collins

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