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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

GENEOS WEALTH MANAGEMENT, INC.
GEOMETRY RESEARCH MANAGER, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
BIGHORN WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPRINCZ ADVISORY GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GESHEM PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
ASSET SOLUTIONS, INC.

Investors

STEVEN DOMINIC ARRIGAN
BRADY JAMES BOWER
TODD ALAN JEFFCOAT
GENESIS Y BYNES
DAVID RALPH JAY
CHARLOTTE KAY JAY
Aaron Lee Gerdes
Richard E Blanco
MICHAEL JAMES SIKORA
BENJAMIN MICHAEL SIKORA
MICHAEL JOHN FREEMIRE
Brandon Scott Harper
KEITH STEVEN SPRINCZ
GARY WAYNE KEYFAUVER
Shai Rikon
Jason Kessler Gocke
Jill Bischoff
Ronald P Jancosko
SEAN PATRICK DURKIN
Jennifer Lee Bertrand
howard jesus wheelock
Amado Sergio Delgado-Manzanares
Martin Volin
MARK ALVIN RICHEY

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