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Best financial advisors in Lafayette, CO

Registered advisers within 25 miles of Lafayette, CO.

Offices
1,235
Firms
654
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,114,035 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

ERLI VENTURES MC, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PIF EQUITY PARTNERS, LLC
ABBY KOVACH FINANCIAL PLANNING, LLC
ALDER POINT CAPITAL MANAGEMENT LLC
EDWARD JONES
PEAK ASSET MANAGEMENT, LLC
FRONT RANGE GROWTH PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
HIP MANAGEMENT LLC

Investors

Dia Gloster
Taylor Morgan Kreis
Donna L. Hurst
Anthony Eugene Urrutia
Dylan Plane
Joseph Eshleman
JAMES GLENN PLANE
MARC KELLEY SISLER
ANDREW BURR PORTERFIELD
ABIGAIL ANN KOVACH
Stephen James Thomson
Danielle Therese Patnode
Andrew W Robinson
Benjamin H Bailey
Jennifer Wagner Music
Joshua Alan Chase
JEFFREY DEAN ERWIN
TERRY L ROBINETTE
TARA JILL Hefty
JASON ROLAND FOSTER
CASSIDY STECK
Grant Bugner
JULIE FAUBLE PRIBBLE
BRENT CHARLES YANAGIDA
TIMOTHY MACGRUDER BURT
BETHANY ALYSSA AYLOR
PETER VIKING HEDBERG
JOHN NEAL MCCORVIE
NOEL FLETCHER BENNETT
SOPHIA NEWBURY BERGLUND
MATT FREDERICK
TABRENIA LYNN DAVIDSON
FERESHTEH EFTEKHAR

Within 25 miles of Lafayette, CO, Best Investors lists 654 registered investment advisory firms with 1,235 offices nearby, managing about $18.7T in combined regulatory AUM across 3,114,035 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 Lafayette

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM