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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

LARSON FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
SUNFLOWER WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEVENBRIDGE FINANCIAL GROUP, LLC
SPC
OSAIC WEALTH, INC.
CDP FINANCIAL GROUP, LLC
VALEO FINANCIAL ADVISORS, LLC
EDWARD JONES
BERENZ WEALTH MANAGEMENT, LLC

Investors

Matthew Ross Lavoie
Kathleen Santiago
Bryan T Schmitt
CRAIG STUART JOHLFS
BRITTANY MARIE DEAN
ERIC WILLIAM HAINES
Trevor Adam Holen
CAMERON BRYCE FRAKER
ANNE MARIE PERRY
Michael Atticus Berens
ERIC MICHAEL MICHELI
NATHAN SCHEIBEL
STEVEN THOMAS SHERMAN
David J Elliott
KOREN LOUISE VINING
CHAD MICHAEL ALEVRAS
DEREK HALE SEVIER
DARREN VAN COTT
ANN SPEER
ANDREW HOYSICK
CHASE RYAN RODINE
JAMES DAVID HOYSICK
Brandon Thomas Speer
WILLIAM JAY NADLER
JAMES LEON SMITH
DAWN CHERIE VIELLIEUX
CHRISTOPHER GREGORY DELONG
EDWARD SCOTT ROSENBERG
Ryan Miller
Judith A Ritchie
Colin McGlynn
CHARLES RONALD EBERLY
JUSTIN FERRACCIO
ELENA DEBORA CUMBERBATCH-LYNCH
MARK WILLIAM THOMPSON
MARK A HADLEY
BRADLEY WAYNE ROTHHAMMER
AMY KATHRYN DUNCAN
BRYAN WALLACE GRAY
GABRIEL PAUL WALKER
BRIAN JOSEPH PERKINS
CRAIG DORIAN PERKINS
BRIAN NATHANIEL SPEAD
Britton Allison
Joseph Nicholas Halpin
Gregory Hall
Ryan Michael Cox
Todd G Price
Kimberly Edwards
Victoria Yvonne Simmons
BRIAN JAY BERENZ
Joseph Mascioli
ERIC MICHAEL JENSEN

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