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Best financial advisors in Gunnison, CO

Registered advisers within 25 miles of Gunnison, CO.

Offices
9
Firms
7
Combined AUM
$1.29T
Firm-wide filings, not assets booked only here
Clients
33.7K
33,712 clients when Item 5C has a number
Avg / client
$38.3M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SUMMIT GLOBAL INVESTMENTS, LLC
CIMARRON WEALTH MANAGEMENT, INC.
MAIA WEALTH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

GARY FRANCIS SHONDECK
PETER AMES KLINGSMITH
Stephen Forrest Ogden
BOYD JEROD PEDERSON
SHARALEE ELIZABETH PEDERSON
ADLAI JOSEPH MCMAHON
ASHLEY NOELLE DEJULIO
Kyle Anthony Kyburz
Lincoln Whitney Anderson
TODD HEASTY
Lacy Henry
MATTHEW ROY AKIRA TAMANAHA
NORMAN JACK SAVIN

Within 25 miles of Gunnison, CO, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $1.29T in combined regulatory AUM across 33,712 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 Gunnison

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM 5 SUMMIT GLOBAL INVESTMENTS, LLC 101 advisers $2.29B AUM 6 MAIA WEALTH 44 advisers $973M AUM 7 CIMARRON WEALTH MANAGEMENT, INC. 10 advisers $327M AUM