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Best financial advisors in Greeley, CO

Registered advisers within 25 miles of Greeley, CO.

Offices
303
Firms
105
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,748,359 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

TREVOR JOSEPH ORR
Kyle Robert DeBord
NICOLAS GEORGE LEZAMA
JOHN ROBERT ROESSIG
TROY LEE GONZALES
TODD MICHAEL ANDRE
Thomas Lawrence Hodges
MENAN ANTHONY BERGMAN
ASHLEY Rae SHIPP
JENNY LEA MCCONNAUGHAY
JEREMY HARMAN
JARED LOWRY
Jesus Humberto Herrera Juarez
TODD BARRY WHITMORE
Andrew Thiel
JESSICA HERNANDEZ
SOPHIA MAURINE LANTING
Keagan R Dollard
Daniel Joseph Martin
Samantha Elnora White
JESSE DAVIS EVES
GLENDA SUE HAINES
Robert Curtiss Spykstra
Brian Christopher Larson
Matthew Sheffield
Bryndi L Peif
Nicholas Kenny
Kim Ann Larson
LINDSEY ELIZABETH STONEMETS-LEAF
SAMAN ASRARI

Within 25 miles of Greeley, CO, Best Investors lists 105 registered investment advisory firms with 303 offices nearby, managing about $13.0T in combined regulatory AUM across 2,748,359 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 Greeley

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