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Best financial advisors in Laporte, CO

Registered advisers within 25 miles of Laporte, CO.

Offices
228
Firms
90
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,714,550 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
ONEAMERICA SECURITIES, INC.
INNOSPHERE ADVISORS, INC.
ICI FUND II
EDWARD JONES
COSNER FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UNITED CAPITAL FINANCIAL ADVISORS
UNIFY WEALTH MANAGEMENT LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ONE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
BETTER POCKETS FINANCIAL
MISSION WEALTH MANAGEMENT, LP
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Michael Shobe
Jennifer Lynn Buford
JANICE MARIE FARIS
Lukas Allen Cheever
Kenneth Craig Kramer
John Balmer
Justin Dahl
RYAN PATRICK COSNER
Austin Gene Kelly
QUINN MATTHEW MCELWEE
DAVID ISAAC ESSAY
CHRISTOPHER VILLEGAS
KRISTIN HOWE
JACK ANDREW WEISENBACH
Jonathan Michael Mertens
DAVID CHARLES FRY
STEPHANIE KIMAK
Cindi Lynelle Williams
THEODORE JOSE VELASQUEZ
MICHELLE PINNER PATELLO
Roger Lee Olson
JOHN DOUGLAS CLAGETT
KRISTINE J CLAGETT
BRADFORD RICHARD KIDD
JOSHUA WADE NEWELL
Clinton Harley Edgar
Steven RENE Munoz
Peter Mark Ahrens
PHILLIP BRIDGER PARSONS
DAVID S. CLARKSON
PAUL MICHAEL SORACI
Ulysses Lalor
JEFFREY ALAN RITTNER
TIMOTHY PATRICK DOUD
ADAM FOWLER
JESSE PAUL REYES

Within 25 miles of Laporte, CO, Best Investors lists 90 registered investment advisory firms with 228 offices nearby, managing about $12.6T in combined regulatory AUM across 2,714,550 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 Laporte

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM