Best Investors Account Sign in

Best financial advisors in Grant, CO

Registered advisers within 25 miles of Grant, CO.

Offices
22
Firms
16
Combined AUM
$4.67T
Firm-wide filings, not assets booked only here
Clients
878K
877,812 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ZIDEL FINANCIAL INC.
PYN WEALTH MANAGEMENT LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SAVVY
FORTIS CAPITAL ADVISORS, LLC
BESPOKE ADVISORY

Investors

AMY SUZANNE KNAPP
JODY LEE MCNERNEY
JEREMY RYAN MAST
BRIAN PAUL HIMMELMAN
BRUCE ERNEST VERMEULEN
DOUGLAS IRA ZIDEL
Andria Renee Pyn
Robin Lee Drabant
Ona Crow
THOMAS EDWARD COCO
JOSEPH EDWARD DEFRANK
BARTLEY ARTHUR CORFEE
Patrick Michael O'Connell
CANDACE ALLEN
MATTHEW ESHACK
MARK MARTIN MCCULLOCH
CYNTHIA DIANE ALVAREZ
Mitchell Curtis Gerschick
Caitlyn Marie Dunbar
Lucas Benjamin
BRYCE CARROLL JOHNSON
KENTON HILLARD HUFF
Colleen Thompson

Within 25 miles of Grant, CO, Best Investors lists 16 registered investment advisory firms with 22 offices nearby, managing about $4.67T in combined regulatory AUM across 877,812 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 Grant

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM