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Best financial advisors in Lindon, CO

Registered advisers within 50 miles of Lindon, CO.

Offices
13
Firms
7
Combined AUM
$2.47T
Firm-wide filings, not assets booked only here
Clients
301K
300,976 clients when Item 5C has a number
Avg / client
$8.21M
Combined AUM ÷ clients

Nearby offices

Firms

HART FINANCIAL, LLC
ARCHER INVESTMENT CORPORATION
OSAIC WEALTH, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MARK FLOR HART
MARCELINO DODGE
TYE WESTON AMENDT
John Wesley Cable
BRET ALAN POLAND
MARCI ERIN WICKHAM
Timothy Ray Guggenmos
AMY LEEANN GRANTHAM
Kyle Scott Bernhardt
Harrison Colter Hough
Mark Allan Hough
Alexander Bradden Strauss
ALISSA L AXFORD
Christopher Rudy Blecha
Mindy J Witt

Within 50 miles of Lindon, CO, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.47T in combined regulatory AUM across 300,976 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 Lindon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 ARCHER INVESTMENT CORPORATION 79 advisers $1.01B AUM 7 HART FINANCIAL, LLC 423 clients · 1 advisers $78.5M AUM