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Best financial advisors in Fort Lupton, CO

Registered advisers within 25 miles of Fort Lupton, CO.

Offices
420
Firms
161
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.11M
2,111,352 clients when Item 5C has a number
Avg / client
$6.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
SPC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ASPEN GOLD FINANCIAL

Investors

Anthony Melvin Merritt
Joseph P Vidal
Philip Mark Doerner
JOHAN C.R. MORRIS
SANDRA JO O'REILLY
RICHARD EDWARD RILEY
CAROLYN LESLIE NEWTON
SUE CAROL BOWMAN
RYAN ANTHONY FLAMING
LESLEY RENEE CORTEZ
DOUGLAS ALLAN GLOCK
Forrest Hough
Timothy Paul Roberts
Jennifer Roberts
Toby P Karr
BRIAN ENGLE
CRISPIN EDUARDO OLIVAS
DYLAN JAMES LENDERINK
MALYKA ESPRIT KORGAN
GARY LYNN DISSETTE
JACKSON MCCAUSLAND
MICHAEL J D'EPAGNIER
THOMAS LLOYD WORTH
DANIEL GUEVARA CORTEZ
EDWARD JOSEPH FREDERICK
ROBERT LOUIS ELLIOTT
Sarah Deatherage
Jennifer Lynn Kayton
Jesse Luke Richardson

Within 25 miles of Fort Lupton, CO, Best Investors lists 161 registered investment advisory firms with 420 offices nearby, managing about $13.2T in combined regulatory AUM across 2,111,352 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 Lupton

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