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Best financial advisors in Frisco, CO

Registered advisers within 25 miles of Frisco, CO.

Offices
33
Firms
24
Combined AUM
$4.74T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,767,255 clients when Item 5C has a number
Avg / client
$2.68M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WESTERN WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ZIDEL FINANCIAL INC.
PYN WEALTH MANAGEMENT LLC
MCKELVEY & ASSOCIATES, INC.
SERVICE PROVIDER CAPITAL
NOSE TO WIND LLC
U.S. BANCORP ADVISORS, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Investors

Mason Thomas Burnside
Jack Mishler
BEN THOMAS IGOU
Ian Donovan
ALEDA SEDGWICK KRESGE
KRISTA L KIRBY
ARTHUR WARREN SPILLER
Bridget Hattingh
Patrick J Glackin
Lindsay Erickson
DOUGLAS IRA ZIDEL
Andria Renee Pyn
Robin Lee Drabant
Ona Crow
DANIEL MCKELVEY
Randal Gregory Stinson
Sean Michael Brown
TRACY RENEE TUTAG
STUART JAMES GREEN
KATHRYN ANN LIZOTTE
William Dietz Mako
FRASER MACPHERSON HORN
DUDLEY MARVIN IRWIN
Jeremy Luke Lepore
EDWARD KOWALEWSKI
Micah R Jackson

Within 25 miles of Frisco, CO, Best Investors lists 24 registered investment advisory firms with 33 offices nearby, managing about $4.74T in combined regulatory AUM across 1,767,255 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 Frisco

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM