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Best financial advisors in Livermore, CO

Registered advisers within 25 miles of Livermore, CO.

Offices
36
Firms
27
Combined AUM
$3.74T
Firm-wide filings, not assets booked only here
Clients
932K
932,298 clients when Item 5C has a number
Avg / client
$4.01M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Michael Shobe
Jennifer Lynn Buford
JANICE MARIE FARIS
John Balmer
Justin Dahl
Lukas Allen Cheever
Kenneth Craig Kramer
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
PHILLIP BRIDGER PARSONS
DAVID S. CLARKSON
PAUL MICHAEL SORACI
Ulysses Lalor
JEFFREY ALAN RITTNER
TIMOTHY PATRICK DOUD
Cindi Lynelle Williams
THEODORE JOSE VELASQUEZ
MICHELLE PINNER PATELLO
Roger Lee Olson
JOHN DOUGLAS CLAGETT
KRISTINE J CLAGETT
BRADFORD RICHARD KIDD
David O Dobbins
STEPHEN LEE WEST
DENNIS ERROL COLLINS
ADAM FOWLER
JESSE PAUL REYES
KRISTINA M PAZ
JESSICA ELISABETH BECK

Within 25 miles of Livermore, CO, Best Investors lists 27 registered investment advisory firms with 36 offices nearby, managing about $3.74T in combined regulatory AUM across 932,298 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 Livermore

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM