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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

LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
ONEPOINT BFG WEALTH PARTNERS
NORTHLAND SECURITIES, INC.
FOCUSED ALPHA, LLC
WYNKOOP LLC
COFOUND VENTURES MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
EP WEALTH ADVISORS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SCHAEFER FINANCIAL MANAGEMENT, INC.

Investors

JOSEPH JAMES DI BIASI
ZACHARY RYAN FREY
WILLIAM BOWDEN SIMMERMON
LEOR BARUCH GETZEL
GREGORY BERNARD MC ELHENY
M. SHANNON DANA
DOUGLAS GORDON TURNER
JEFFREY ALLAN HUTCHESON
DAVID CHRISTOPHER CONNELLY
BRENT DEVON HABLUTZEL
BRYAN P BOLL
Daniella Friend
PETE MICHAEL KOURY
ANTHONY J MIRENDA
RYAN JOSEPH CIRASIELLO
GARRY RON KIRKLAND
NICHOLAS MANNING HAMILTON
Daniel John Froning
MATTHEW PAUL ADRIAN
RALEIGH SMITH
CINDY MARKER HEGY
LOWELL JAMES ADRIAN
Liberty F Catt
Jeffrey William Hinkle
STEVEN RAY HINKLE
BARBARA EILEEN GILROY
DANIEL I BAROTZ
ROBERT WILLIAM STRAUS
KEVIN JAMES GOLDIN
MATTHEW ARTHUR TARINI
CONNOR JAMES JACKSON
JOSEPH MAGOFFIN
PATRICK EARL MCKIM
Erik Niemeier
MELISSA BRYAN UNDERWOOD
CLINTON FORD DEMMING
JEFFREY MERLE HOLBEN
ERIK ANDERSON
Parker Applegate
JASON HYRUM TAYLOR
ANDREW PATRICK THOMAS
MICHELLE ANN JAMES
CASEY MICHAEL CONRAD
Connor Jorgenson
ELIJAH BURTON
TODD ALAN DUSSEX
REBECCA A AARDAL
Gavin Forrest
KIRSTEN SHONSTROM HOLLANDER
JAMES LAWRENCE OWSLEY
Henry J Schaefer

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