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Best financial advisors in Indian Hills, CO

Registered advisers within 25 miles of Indian Hills, CO.

Offices
1,666
Firms
826
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,307 clients when Item 5C has a number
Avg / client
$6.91M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
CAPITAL FINANCIAL GROUP, INC.
M HOLDINGS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CWM, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GORHAM WEALTH MANAGEMENT, LLC
SAVVY
EDWARD JONES
IRONFJORD WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

THOMAS EDWARD COCO
JOSEPH EDWARD DEFRANK
BARTLEY ARTHUR CORFEE
Patrick Michael O'Connell
JAMES EDWARD CLEARY
CHRISTOPHER PAUL POLK
DENNIS CHARLES CLARK
WALTER HEIDENREICH
PETER JON COLEMAN
ANDREW TIMOTHY AHRENS
GREGORY ALAN WAMBOLT
SHAUN MICHAEL CAVANAGH
William Michener
ELENI YEROS
BRUCE ERNEST VERMEULEN
CANDACE ALLEN
MATTHEW ESHACK
MARK MARTIN MCCULLOCH
SCOTT ALAN GORHAM
CYNTHIA DIANE ALVAREZ
Mitchell Curtis Gerschick
Caitlyn Marie Dunbar
Lucas Benjamin
Davis Allen Brown Linden
Grant Charles Linden
James A. Mayo
Jenna Elizabeth Short
Amy Clemens
Marlena Rolsch
MARK GERALD SAMMON
MATTHEW JOHN LOLLEY

Within 25 miles of Indian Hills, CO, Best Investors lists 826 registered investment advisory firms with 1,666 offices nearby, managing about $21.8T in combined regulatory AUM across 3,148,307 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 Indian Hills

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