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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

EDGEROCK WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
WESTERN WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
INTEGRITY WEALTH SOLUTIONS LLC
SUMMERS VALUE PARTNERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
NEWELL FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
WAZEE STREET CAPITAL MANAGEMENT LLC
IMPACT CAPITAL PARTNERS LLC
CAPITAL INVESTMENT ADVISORS, LLC

Investors

Robert Eugene Foss
RYAN MCKOWN
GEORGE FREDERIC VON EIFF
TYLER F. O'DELL
ANGELINA NICOLE SANCHEZ
KYLE F O'DELL
JOHN DOUGLAS HILL
Kyle Randall Gerken
Chase M Adler
Jerad S Daniels
Pierce Sarkis Aichinger
Daniel Mckibben Willis
SUSIE MARIE KAUFMAN
THOMAS HUNTER WILLIAMS
STEVEN DONALD ZAHORIK
MEGHAN MARIE MCGUIRE
VICKI DIANE HANSEN
SCOTT DOUGLAS SHULER
ZACHARY JOSEPH CAMPBELL
Chris Dillon
MELISSA NICOLE STITT
NAM SOO CHOI
JACOB RILEY FISCHER
AARON WALLES
MARK A HADLEY
BRADLEY WAYNE ROTHHAMMER
MARK JONATHAN FUHRMAN
Rachel Goodman
JODY KIM HINSEY
Payton David Waggoner
JUSTINA RENEE WELCH
CLINT PAUL THOMAS
ANDREW J SUMMERS
ALISON ERHARD TOMLINSON
JOSHUA WILLIAM PARK
BRETT Preston TOMLINSON
JOHN CHARLES NEWELL
Robert Anthony Snyder
ELIJAH-JAMES J BROWN
GREG SEGAL
Anna Maurine Healy
BRETT CHRISTOPHER STONE
SHANNON C GRAHAM
JONATHAN MICHAEL AMEEN
Jacob Sinderman
OLIVIA LUCILLE GRECCO
MICHAEL LEWIS STANFORD
Jason Bertino
Sydney Bornstein
BRIAN KELLEHER
Andre Duplessis
Brandon Giorgetta
Abigail Ledogar
RICHARD PETER STEIGERWALD
TODD ANTHONY LIEN
David Anthony Tenaglia
Alex Richard Nuechterlein

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