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Best financial advisors in Lakewood, CO

Registered advisers within 25 miles of Lakewood, CO.

Offices
1,820
Firms
878
Combined AUM
$22.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,549 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
ASSET SOLUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FTN CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
SPRINCZ ADVISORY GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEATHERBIE ADVISORS LTD.
CRESTFIELD CAPITAL LTD.
THE INSTITUTE
SUMMIT BREEZE HAVEN EXCHANGE LTD
NAUTICAL ECHO CAPITAL LTD
HELIOS WEALTH MANAGEMENT LTD
QUANTUM FINANCIAL INSTITUTE LTD
OSAIC WEALTH, INC.

Investors

HARLEY JOSEPH TIERHEIMER
MARK ALVIN RICHEY
TYLER JAMES RICHEY
CHRISTINA Nguyen HUYNH
AUSTIN G OLDS
KYLE JEFFREY SZALAY
James Stewart Golden
KEVIN MITCHELL STARKEY
Trevor A Sebolt
SEAN PATRICK MORTON
KEITH STEVEN SPRINCZ
GARY WAYNE KEYFAUVER
Shai Rikon
Aaron Lee Gerdes
Richard E Blanco
DOUGLAS J DONNELLY
MATTHEW DOUGLAS MEDEIROS
VICTORIA Gascoigne CROSBY
Daniel William Boulware
JAMES C MARSHAL
RANDALL CRAIG BUCK
JAMES PATRICK DONNELLY
COLIN ELLSWORTH MACLEOD
DAVID CLIFFORD HALL
NATHANIEL JENKINS YURICA
BRIAN WILLIAM BRITT
Niccolo Dominic Coco
GAGE JOSEPH HARMON

Within 25 miles of Lakewood, CO, Best Investors lists 878 registered investment advisory firms with 1,820 offices nearby, managing about $22.8T in combined regulatory AUM across 3,150,549 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 Lakewood

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