Best financial advisors in Kersey, CO

Registered advisers within 25 miles of Kersey, CO.

Offices

44

Firms

21

Combined AUM

$6.35T

Firm-wide filings, not assets booked only here

Clients

879K

879,390 clients when Item 5C has a number

Avg / client

$7.23M

Combined AUM ÷ clients

Nearby offices

PACKERLAND BROKERAGE SERVICES, INC.

1705 32ND STREET
EVANS, CO 80620

15.2 miles away

EDWARD JONES

2407 17TH STREET
GREELEY, CO 80634

15.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2305 W 27th St Ste 508A
Greeley, CO 80634-8019

15.5 miles away

J.P. MORGAN SECURITIES LLC

2600 W 10th St
GREELEY, CO 80634

15.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

3459 WEST 20TH STREET
GREELEY, CO 80634

16.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3527 W. 12th St Ste. C
Greeley, CO 80634

16.4 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

3545 WEST 12TH ST #202
GREELEY, CO 80634

16.4 miles away

EDWARD JONES

2450 35TH AVENUE COURT SUITE A
GREELEY, CO 80634

16.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

55 SOUTH ELM AVENUE
EATON, CO 80615

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1019 37th Avenue Ct Unit 4
Greeley, CO 80634

16.6 miles away

LPL FINANCIAL LLC

1120 38TH AVENUE UNIT 1
GREELEY, CO 80634

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

360 Oak Ave Ste. 150
Eaton, CO 80615

16.6 miles away

EAGLE STRATEGIES LLC

360 OAK AVE Suite 120
EATON, CO 80615

16.6 miles away

EDWARD JONES

241 SOUTH ELM AVE UNIT 2
EATON, CO 80615

16.6 miles away

EDWARD JONES

3820 W 10TH STREET SUITE B12
GREELEY, CO 80634

16.7 miles away

PFS INVESTMENTS INC.

1023 39TH AVE STE M
GREELEY, CO 80634

16.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

4239 Centerplace Dr
Greeley, CO 80634

17.1 miles away

EDWARD JONES

100 S CHERRY AVE BLDG 2 UNIT B
EATON, CO 80615-8255

17.3 miles away

EVES&HAINES WEALTH MANAGEMENT

4627 W. 20TH ST RD SUITE B
GREELEY, CO 80634

17.4 miles away

COMMONWEALTH FINANCIAL NETWORK

4645 18th Street Suite 300
Greeley, CO 80634

17.4 miles away

Firms

PACKERLAND BROKERAGE SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

LPL FINANCIAL LLC

EAGLE STRATEGIES LLC

PFS INVESTMENTS INC.

THRIVENT INVESTMENT MANAGEMENT INC.

EVES&HAINES WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

Investors

TODD BARRY WHITMORE

Kyle Robert DeBord

Jesus Humberto Herrera Juarez

TREVOR JOSEPH ORR

MENAN ANTHONY BERGMAN

ASHLEY Rae SHIPP

NICOLAS GEORGE LEZAMA

JOHN ROBERT ROESSIG

WESTON MICHAEL HAGER

SHAYLA KAE HOFF

TROY LEE GONZALES

TODD MICHAEL ANDRE

DARRELL LEE HOBBS

JASON NEAL RADKE

Emily Anne Wiedeman

McKenna Jaye Adams

Memory Kayle Fender

Thomas Lawrence Hodges

JENNY LEA MCCONNAUGHAY

Robert Curtiss Spykstra

Tyler Michael Wright

JESSE DAVIS EVES

GLENDA SUE HAINES

JESSICA HERNANDEZ

SOPHIA MAURINE LANTING

Within 25 miles of Kersey, CO, Best Investors lists 21 registered investment advisory firms with 44 offices nearby, managing about $6.35T in combined regulatory AUM across 879,390 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 Kersey

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM