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Best financial advisors in Highlands Ranch, CO

Registered advisers within 25 miles of Highlands Ranch, CO.

Offices
1,732
Firms
857
Combined AUM
$22.7T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,539,267 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ATTICUS REAL ESTATE CAPITAL, LLC
WAPG, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
SHEPHERD KAPLAN LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
HIGHLANDS ASSET MANAGEMENT, INC.
MARINER

Investors

AARON JAMES HAUGLAND
CHARLES DANIEL CURTIS
SAMUEL CHOI
Micah K Pitman
STEVEN GALLEGOS
JASON KARIUKI
Erik Niemeier
MELISSA BRYAN UNDERWOOD
JOHN HENRY GERINGER
JONATHAN VERGARA
QUINN A MARTINEZ
Muamer Maksumic
JONATHAN DINAR
THOMAS ALAN BURK
JAMES JONATHAN GOUDY
DREW ADDISON FARRELL
ROSS EDWARDS KECK
LAURA DENICE LEIER
CHARLES BRAD KROLL
Dustin Eugene Friend
CHAD S CHRISTENSEN
Kevin Carl Arvidson
Connie Gail Williams
SEAN WILLIAM MCGINNIS
DAVID TREVOR MARTIN
ERIC JOHN HABERKORN
Garrett Scott Hawkins
Gilad David Halzel
KEVNE LEA SHARPE
ROBERT ALFRED LEE
DOUGLAS ALFRED BARKER
MATTHEW ROBERT BLAKE
Jesse Randall Maggio
Jared David Barkmeier
Camilo Salazar
MICHELLE DURAND FRERES THEBEAU
PAULA J. DEGENER
Chevie Lynn Walerowicz
ANDREW MOORE SMITH

Within 25 miles of Highlands Ranch, CO, Best Investors lists 857 registered investment advisory firms with 1,732 offices nearby, managing about $22.7T in combined regulatory AUM across 3,539,267 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 Highlands Ranch

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