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Best financial advisors in Greenwood Village, CO

Registered advisers within 25 miles of Greenwood Village, CO.

Offices
1,847
Firms
880
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,838 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

ISRAEL INVESTMENT ADVISORS, LLC
GHP INVESTMENT ADVISORS INC
ALPS ADVISORS, INC.
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
ROSEL WEALTH MANAGEMENT, LLC
CEDARWOOD WEALTH
PROFISCAL WEALTH LLC
ROOTS FIRST WEALTH MANAGEMENT
ASSET STRATEGIES GROUP, LLC
JPL WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GUAVA CAPITAL MANAGEMENT LP
WORTH STREET ADVISORS, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIALLY SPEAKING INC
NEWELL FINANCIAL SERVICES

Investors

NICOLE LEA SMITH
JASON RICHARD KITNER
Jack J Miskulin
Makenna Rae Herbert
David Harry Power
Carla W Kutnick
Miles Ensign O'Neill
MICHAEL THOMAS SULLIVAN
CARIN DAWN WAGNER
JENNIFER LYNN Merges
BRADLEY ALLEN ENGLE
SEBRINA CHRISELDA IVEY
MICHELLE ANN MILLS
ERNESTO MONTES
Amy Kaufman
Sean Patrick Tully
Angela Kennedy Lee
Kathryn Heet
Braden Meese
Marlon Ramirez
BRIAN JAY FRIEDMAN
DEIRDRE MARIE MCGUIRE
REED RUMMEL MCCOY
BARBARA ELIZABETH TERRAZAS
CHRISTIAN Thomas LEWTON
Robert A Sutphin
JACOB IAN DAVIS
Colson Ryan
TARA JILL NECKEL
CHRISTOPHER MICHAEL PROCTOR
KARL JOSEF ZELLER
LATON ANDREW SPAHR
ROBERT DOUGLAS MCCLURE
ALECIA DAWN WELLEN
Sahra Tzortzis
RYAN NICKLAUS STRELESKY
Warren Beth
ERIC PENDLETON HEWITT
RICHARD EDWARD BAKER
JUSTIN LOUIS HILLSTROM
KYLE THOMAS REILLY
Robert Ridgway McLaughlin
ALEXANDER JOHN LESKOWITZ HAGMEYER
CHRISTOPHER KOZAK
Connor David Crockett
TREVOR NOLEN TRIPP
ERIC BENJAMIN ROSEL
MICHAEL SCOTT MILLER
Gregory Watson
JEFFREY BOYD BULLOCK
THAD DENTON KING
Richard David Staves
Matthew Young Johnson
THOMAS N LARSEN
JOEL JOHNSON
PAUL GERARD KROPATSCH
Gregory Matthew Clinard
Jon Alexander Rager
Jenna Berry
RACHEL ELIZABETH COMFORT
CHARLES RANDALL WILLIAMS
Paul Francois Dechadenedes
Aaron Matthew Stark
Matthew T Vann
CHAD MANDAL CARLISLE
JOHN CHARLES NEWELL

Within 25 miles of Greenwood Village, CO, Best Investors lists 880 registered investment advisory firms with 1,847 offices nearby, managing about $22.3T in combined regulatory AUM across 3,150,838 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 Greenwood Village

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM