Best Investors Account Sign in

Best financial advisors in Jefferson County, CO

Registered advisers within 25 miles of Jefferson County, CO.

Offices
1,859
Firms
910
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,795 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

HFG ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
SHEPHERD KAPLAN LLC
FRONT RANGE GROWTH PARTNERS
PERKEA CAPITAL SECURITIES INC
GEOMETRY RESEARCH MANAGER, LLC
LPL FINANCIAL LLC
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
HEIRLOOM WEALTH MANAGEMENT LLC
LIFTOUT CAPITAL
MAXQ ASSET MANAGEMENT LLC
NOBLE WEALTH MANAGEMENT P.B.C.
CENTERPIECE WEALTH ADVISOR
CAUSEY WEALTH LLC
GRIFFIS RESIDENTIAL INVESTMENT ADVISOR
ISHERPA CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESCO ADVISERS, INC.
FOCUS PARTNERS WEALTH, LLC

Investors

RYAN CHRISTOPHER GAPPINGER
TAMMY Hill
JOHN HENRY GERINGER
KEITH ROBERT TILLMAN
Jerry Lee Kendall
TODD ALAN JEFFCOAT
ROBERT SCOTT TREMLETT
ANDREW ABRAHAM KLEIN
Gabriel J Pardue
AMANDA LEA ARTHUR
DAVID BALDWIN MORGAN
NICHOLAS ALLEN BURKE
JEFFREY N WELTY
DERON DARRYL SWABY
RICHARD Leonard HURLEY
JACKSON B POTTER
Brea Anne Howard
Luke Terwilliger LaFlam
COOPER BENEDICT
Aimee Sophie Burke
MICHAEL GREGORY EUSTON
WILLIAM M MILLER
Roger Damon Segler
ROBERT BRUCE POTTER
Lesley Diane Johnson
Elizabeth Wilder
JASON C KLINGHOFFER
Nathaniel Demetrious McHarg
Mark James Asaro
DANIEL AARON NEWMAN
CHRISTOPHER ENDRE RHYME
JASON GLENN BAER
AARON FRANKLIN LEATHERWOOD
NATHANAEL ADAM KOCH
ROBB ANDREW STONE
Stephen Thompson Warren
TIMOTHY SEAN ITIN
Thomas Frederick Holl
R. J. KRIER
JOHN GODFREY HERPERS
Bernard CARLOS Lau
JESSICA LEA GOUDY
LINDA BAILEY
CANDACE L NATWICK
MEGAN FAYE GILKERSON
Paulina Treistman
Mouhammad R Ouedraogo
WILLIAM THOMAS EPPING
Philip RUSH Nevins
JANET ANN CURZON
PENELOPE J SALAZAR
ROBERT HARLAN GUTHRIE
ANNETTE KAY FORNEY
BRENDA LEE HARRIS
Elizabeth M Miller
JARED E BEKE
Ashley Elizabeth Gardner
Michael Mullen
LAUREN R TAYLOR
SARAH RAMSEY
ANDREW J PAHL
Cody Hester
John Taulis Cole
Shane Weaver Micheel
Kristina Marie Teller
Nathan J Epping
Fatimah Rahman Banker
Cole Remington Hogsett
Xianbing Xia
MATTHEW DAVID LEBOWSKI
Chase T Pfister
Elissa D Chawdhry
JAROD MATLOCK
Riley Jospeh Goldstein
Steven Cameron Ross
Samantha Jill Poster
Thomas Rauchut
Charles Andrew Schlaepfer
Benjamin P Garneau
JONATHAN LEE BEEGLE
DAVID WILLIAM BOSTWICK
TIMOTHY K WILSON
CHAD P BETTELON
KERRY A FARR
JOHN SANTO ZODA
Alexander G Frank
Broderick W Robbins
Andrew Lawrence Neal
Jason W Kemper
Christopher MICHAEL Mullen
DEANNA M MYER
Keira M Rawlings
SANDRA LYNN CONROY
JAMES HENRY MCCABE
JOHN J GARCIA
Jay R Oyer
Tate G Coley
SANDRA SANTOS SALAZAR
Lauriano Heredia Barajas
Keith Allen Jones
CLARISSA RUGABER HOBSON
Thomas Jeffrey Maxfield
GORDAN CRAIG POST
DAVID JAMES KUBIK
JONATHAN DAWSON AHALT
Brian Lee Janes
NATHAN JAMES KUBIK
MICHAEL JAMES MEADOR
PHILLIP WOODFORD
Yiwen Chen
DYLAN JOHN BURKE
KENNETH P TILLMAN
ROBERT LOGAN CAMPBELL

Within 25 miles of Jefferson County, CO, Best Investors lists 910 registered investment advisory firms with 1,859 offices nearby, managing about $21.9T in combined regulatory AUM across 3,148,795 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 Jefferson County

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