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Best financial advisors in Lone Tree, CO

Registered advisers within 25 miles of Lone Tree, CO.

Offices
1,712
Firms
838
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,318,669 clients when Item 5C has a number
Avg / client
$7.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CHERRY CREEK INVESTMENT ADVISORS INC
PROGRESS ALLIANCE INVESTMENT SERVICES
LEGIONCE INVESTMENT ADVISORS, INC.
OSAIC ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE AMERIFLEX GROUP
INTELLIGENCE DRIVEN ADVISERS, LLC
SPC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FARTHER
COLORADO FINANCIAL SERVICE CORPORATION
SUMMIT GLOBAL INVESTMENTS, LLC

Investors

KRISTOPHER JAMES MORROW
JEFFREY DUANE CAMPBELL
PATRICIA ANNE MCNAMARA
SEAN DAVID CASTLE
JERRY LEON GRUBER
MICHAEL JOHN POLAKOVIC
IKE J KUTTER
RONALD LEE JOHNSON
JEREMY Robert FORTIN
JONATHAN BRYN KRUEGER
STEPHANIE KRISTINE CARR
TAD MICHAEL LYLE
DUSTIN DAVID CARR
JOHN MORRIS
STEPHEN ROLAND BRUBAKER
JENNIFER ELIZABETH KAST
Brian James Brubaker
JAMES ROLAND BRUBAKER
MICAH STRODE
CHAD JEFFREY GREENBERG
BRANNON HERTEL
ROBERT MORRIS VANCE
JOANNE P SCARBOROUGH
DANIEL BERNARD MAYER
WILLIAM A NOYCE
David Daniel Paulino
Alec Warren Grumet
PAMELA MARIE BUCKLAND
KENNETH CLIFFORD PERRIN
LEONARD SCOTT SANFORD
ROGER LAWRENCE PIERCE
SHERRI LYN GILLIGAN
CHESTER JOSEPH HEBERT
William Dan Gotses
MATTHEW DAVID DAUGHERTY
CHRISTINE CLARISSA NARAYAN
DANIELLE LYNN MOSKOWITZ
Adam James Woodworth
RON ADELSTEIN
John Caldwell Guilds
Thomas R Thalman
NICK JASON HUBBARD
John William Cooley
Martin Lee Vestel
GEORGE MCFERREN KIEBLER
THIENSA T. NGUYEN
KERRI LEIGH FARREN
DAVID ALAN RIGGLE

Within 25 miles of Lone Tree, CO, Best Investors lists 838 registered investment advisory firms with 1,712 offices nearby, managing about $24.0T in combined regulatory AUM across 3,318,669 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 Lone Tree

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM