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Best financial advisors in Jamestown, CO

Registered advisers within 25 miles of Jamestown, CO.

Offices
371
Firms
184
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,044,932 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

CALEDONIA WEALTH MANAGEMENT, LTD.
LPL FINANCIAL LLC
EDWARD JONES
FLEET CAPITAL MANAGEMENT, LLC
REDEFINE VENTURES LLC
FOCUS POINT CAPITAL LLC
EQUITABLE ADVISORS, LLC
BRAVERMAN WEALTH ADVISORS, LLC
TPE BOULDER INC.
BSW WEALTH PARTNERS
FOUNDRY GROUP, LLC
M4A3 LLC
SACHEM HILL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
QUISH
SAVVLY ADVISOR
FINANCIAL MOUNTAIN INC
PATHSTONE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED

Investors

TIMOTHY GEORGE THOROLD BARNETT
DAVID GREGG MCMILLAN
CHRIS PATRICK EISSINGER
Moses Jeremie Yoder
BRUCE LARRY FLEET
CALEB SARKIS SEVIAN
JONATHAN ROBERT MASSEY
Diedre Wachbrit Braverman
TIMOTHY RAYMOND WOJTALIK
Julia Wentworth
Kathrin Biscornet
Lindy Misao Yoshida
BENJAMIN REIN WEAVER
RALIEGH DARIN RIDDOCH
DAVID CURRAN WOLF
TAMI C CARROLL
KATHERINE A ST ONGE
MATTHEW VERNON SAMEK
AARON MICHAEL DEITZ
ERIC ALAN DAVIS
SAMUEL JOHN NAPP
OLIVIA ANNE OTOOLE
Molly Jasoda Devnani
Brian Robert Lichtenheld
STEVEN A SZAFRANSKI
JULIE D MARTINEZ
LILY JUSTINE BEITEL-HORTON
Dmitry Popov
MICHAEL JOHN SHERMAN
THEODORE ANDREW HARRIS
Quintin John Patz
JOSEPH ZACHARY CHRISMAN
MARIAH SARAH VIOLET QUISH
Hilla Hascalovici
Dario Fusato
ROBERT DAVID ZIMBERG
REID MCINTYRE
TENAYA ROSE HARRISON-MORELOCK
JUSTINE NICOLE DECOSTE
TAYLOR DAVISON GITCHO
EMILY JANE MEARS
KEVIN RICHARD ARNOLD
MILES NATHANIEL COOKE
BRENNAN C MCCORMACK
James Matthew Walker
Noah Christopher Clements
THOMAS PETER GALLANIS
Christine Haverly Basler
Frank Fisher Mountcastle
ELIZA DAVISON LEACH
MICHAEL LESTER MCGOWAN
DANIEL WILLIAM BARTON
BLISS MARGARET BERNAL
MATTHEW ALLEN WILES
Calvin J Gauss
FREDERICK WARNER HEATH
ANDREW MCNAUGHTON BUTT
CHAD BENJAMIN PETERS
MELODY KIMBERLIN
ALISSA DAWN SMIDT
Jacob William Van Kessel
Michael William Marchese
James Williams
ALAN JAMES SCHARFF
MARK DAVID STRYNAR
DAWNA RAE TURNER
DAMON O MARXER
JENNIFER SUZANNE FEENEY
Shawn D Harshman
Sherrie M Pasko
TODD NEIL HATFIELD
CRAIG I TAYLOR
JENNIFER L MACMAHAN
Matthew L Helm
MEGGAN M VAN KESSEL
KRISTEN M HAHN
DALTON SHANE WALDROP
NEHA MAYANK ANJARIA
KELLY COCHRAN
MALLORY DANIELLE JACOB
Joseph Scot French
JENA Schwener
Jackson Edelmann
Hope T Hanrahan
BLAIR LANIGAN DANIEL
James Alan Chestnut
Alexander D Kaiser
Elias M Dolson
John Taekyun O
RICHARD EDWARD SALE
John P Sales
SCOTT CHRISTOPHER TATER
SETH KROCHMAL
Andrea H Serougi
Alyssa Bergsma
Kayla Lane
Tyler MacBride
Mark P Stager
John Oliver
Joseph Lavalle
Rebecca Weig
Ivette Plaza
Tyler Hirsch
Hannah L Forer
Hanna Khoronov
Adam Charles Mauro
Patryck Malcolm Minter
Susan I Mohacey
DAVID WARREN LUBCHENCO

Within 25 miles of Jamestown, CO, Best Investors lists 184 registered investment advisory firms with 371 offices nearby, managing about $14.0T in combined regulatory AUM across 3,044,932 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 Jamestown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM