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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

LPL FINANCIAL LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
EDWARD JONES
EXIT WEALTH ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KILTERHOWLING LLC
APO FINANCIAL SERVICES, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC
MONCAP HOLDINGS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH WATCH ADVISORS, INC
WORTH ADVISORS
TOWNSEND
J.P. MORGAN SECURITIES LLC
HALCYON WEALTH MANAGEMENT, LLC

Investors

RICHARD NELSON MOWER
RICHARD ERIC WEINTRAUB
Mahyn Mata
TANYA REBEKAH MATHEWS
STACEY ANN MUNIZ
DAVID BURKE HANSEN
Alan Scher
Shakti Davis
Sean M Alexander
Matthew Aaron Goldstein
MARCEL HERBERT WEHR
KREIGHTON KENNEDY BIEGER
John Leonard Croze
Michael Brannon
JOHNNY MICHAEL GOODHUE
John Robert Young
Brian joseph finan
Brett Finan
JASON MICHAEL MONG
JOHN PATRICK LYNCH
TARA LYNN MOHR
Sela Dombrower
GREG ERIC GRAHAM
SHAWN ROBERT KELLY
Tyler Hentges
JEFFERY EDWARD TOWNSEND
JONATHAN DAVID-ROCKWELL AMICK
Robin Adalia Carlin
JOHN ROBERT GOLTERMANN
DREW MCKINLEY HAYWORTH
RICHARD CHARLES HARRISON
David Joseph Francis
Kaitlin Elizabeth Bell
MARK JASON BOSLEY
ANDREW WAYNE HANNA
Steven Kent Carlisle
THERESA LYNN THOMAS
Antwann Holmes
Scott Conway
TIFFANY ANNA BROWN
MARK EDWARD THOMAS
James Richard Jacobson
Nicholas R Langreck
JORIN GARRICK BALE
MICHELLE LEE EMERICK
Jason A. Klocke
Brandon K. Walther
MARC EDWARD NICOLAY

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