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Best financial advisors in Lakeside, CO

Registered advisers within 25 miles of Lakeside, CO.

Offices
1,922
Firms
924
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,830 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITRINE & GOLD LLC
J.P. MORGAN SECURITIES LLC
THE HUNTINGTON INVESTMENT COMPANY
LPL FINANCIAL LLC
BRIGHTWARD FINANCIAL LLC
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
NZS CAPITAL LLC
GSSG SOLAR, LLC
FOCUS PARTNERS WEALTH, LLC
CWM, LLC
KINSMAN PEAK STRATEGIES LLC
OSAIC WEALTH, INC.
EDWARD JONES
VERITAS CAPITAL ADVISORY GMBH
RUBINBROWN ADVISORS LLC
MANNA TREE PARTNERS, LLC

Investors

JACOB M HEEREN
Brynna Lynn Wilson
James Lewis Mosley
Soo Lee
TONY T. CARPENTER
BENJAMIN D KIRBY
WILLIAM LEONARD KOWALSKI
ANITA MOLACEK
Tyler J Strunk
ROBERT K TARGOSZ
Courtney Elizabeth Feemster
LUKE E JONES
Haylie McLean Patrick
Andrew Scott Haagensen
Maximillian Edward Watkins
Sage Whitney Polio
ROBERT LANCE BURCH
ZACHARY ANTHONY ZICCARDI
Lee Moroz
Jack Ryan Seaton
Courtney A Sackett
Jeff Greer
MICHAEL WHITED
Natalie Pisaro
Joseph Peter Sartini
Rishab Pokale
CHEYENNE RAE RENTERIA
Whitney Kathryn Spalding Spencer
AMY KRISTINE KING
Stephen Thomas Bogosian
THEODORE JAMES SWENSON
MICHAEL R. FRIE
ERIC LEE JOHNSON
Dwight Steward
THOMAS PATRICK VALDEZ
David Lloyd Sprague
AMY ELIZABETH KING
BRYTON KESSEL

Within 25 miles of Lakeside, CO, Best Investors lists 924 registered investment advisory firms with 1,922 offices nearby, managing about $22.3T in combined regulatory AUM across 3,149,830 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 Lakeside

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