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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

CHARLES SCHWAB & CO., INC.
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERCER GLOBAL ADVISORS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FINANCIALLY SPEAKING INC
STONEBRIDGE FINANCIAL SOLUTIONS, INC
OSAIC WEALTH, INC.
FOCUSED ALPHA, LLC
WYNKOOP LLC
COFOUND VENTURES MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
FFG RETIREMENT COUNSELING
PEAK PLANNING GROUP, LLC
HIGHTOWER ADVISORS, LLC
PVG ASSET MANAGEMENT CORP
WISDOM WEALTH STRATEGIES
EVERGREEN PRIVATE WEALTH

Investors

RUSSELL GOLDER SIMMONS
JONATHAN EMERY HUME
MARK CLIVE HEALISS
IAN ANDREW COOK
Brian Robert Lynch
Willson Venrick
THOMAS JOSEPH HEY
MARY SUE KENNY
BENJAMIN MARK LINDGREN
MATTHEW WADE BRYMER
Francis Semsem
Hannah Moore
Grant Sander
Grant Lentz
Logan Chris Van Wyk
Evan Wayne Hoehne
Samuel Lewis Oliver
Gabriel Carey Caldwell
Brandon Wayne McNairy
Giovanny Moreno
PHILIP MARC HYATT
JAMES DELATOUR REESE
KEVIN GERALD REILLY
MATHIEU NIEHUES
TODD JACOBS GANTON
Oscar Armando Hernandez
Zakary James Flitter-Bilello
Kevin Ferm
Autumn Hunter Davidson
Jacob Norman Jones
Robert Joseph Svestka
Mario Andre Villarroel Rojas
Benjamin William Kalisher
Zachary Smith
Anwer Sharafeldin Yousif Ahmed
Roddy O'Brien Morrissey
JEFFREY WARREN GUARD
Brian Richard Gibson
Joseph John DeFusco
Halsten Barszcz
Jonah Charles Freund
MATT M ZIEREIS
ANGUS ELDER DILLON
SCOTT PARKER INABNET
JAMES JAKE MORTON
HELEN COLBERT DE MOOY
ANDREW KIRKPATRICK
BRANDON W. DORNSEIF
KHANKEO CAMPBELL
TYLER PATRICK WHALEN
MICHAEL TODD MATTHEWS
MANUEL EPIFANIO MARTINEZ
BRADLEY SCOTT CIRCLE
LAUREN FERRIS
JAKOB BENJAMIN VACHAL
TYLER ROBERT BROOKS
SPENCER EDWARD CURE
ANN BRUSHIER
KRISTEN MARIE LAHEY
OSCAR MEJIA MELENDEZ
PAUL HAZEN SLATER
Amado Sergio Delgado-Manzanares
PAUL RANDALL WALKER
MICHAEL JAMES GIAVANTI
CARLA LEVERMAN
DAVID ROBERT CARL MITCHELL
MAURICE EMMETT FRILOT
JOSEPH L GREEN
ANGELA CHEPCHIRCHIR KIGEN
JACOB CHARLES COX
AMBER ELISE USSERY
JACOB PATRICK FIDLER
SARAH ALICIA SOTOMAYOR
RICHARD WARREN JOSEPH MEIER
BENJAMIN FRANCIS SEGURA
Dione Carroll
JAIMIE VAN AUTEN
BRAEDON ALEXANDER STRAUB-CRAWFORD
RONSY ITTY THOMAS
HONG LIU
CODY ANTHONY WISE
MARK WILLIAM CHRISTOFFERSON
WESTON MICHAEL MILLNER
SCOTT LAUREN KERSTEN
TIFFANY KNIGHT STAPLETON
MATTHEW RICHARD PETERSON
ZACHARY RUDOLPH STOHR
KYLE JEFFREY SZALAY
Samuel Matthew LaPorte
LOUIS ANTHONY GAROFANO
PATRICK SANFORD MULLINS
Robert Charles Chapin
ELBA MARGIE DIAZ
KIMBERLY JOHNSON YOUNG
JEREMY DANIEL CANTU
ROSS EDWARDS KECK
ALEXIS BACHICHA
JONATHAN ZAMA
ANNA AUDREY ACKER
PURNIMA KADIYA POOJARY
ELIZABETH KELLY SCHLITTER
GEORGI IVANOV GINTCHIN
DEBRA SUE LAHLOU
THOMAS EINAR GUNNERSEN
MARTIN W HAJEK
ROBIN SHEPLEY CLARK
RONALD JOSEPH LAMBKE
BRIAN ANTHONY TOWNLEY
MATTHEW JOSHUA SMITH
JOHN MATTHEW JULANDER
TYLER CLAYTON STUDE
ROBERT CALDER STACK
MATTHEW PARDEE GNAU
SAMANTHA STRINGER
ELIJAH-JAMES J BROWN
SEAN PAUL CURLEY
MATTHEW RYAN BLOOM
BRIANNA ROBB
EMILY LOUISE DIFLEY GOLENZER
DANIEL ROBERT DIRGO
BENJAMIN JOSEPH ROSS
CHRISTINE CAROL MOLLOHAN
DARREN LEONARD BISHOP
STEFANIE NICOLE STROTHER
WILLIAM JEFFREY TRYON
DALTON PRESTON COMBS
VIRGINIA DAVIS
ROBERT JOHN BRENNAN
VICKI DIANE HANSEN
TIFFANY A ADAMS
STEVEN DONALD ZAHORIK
DONNA JEAN BOYETTE
SCOTT DOUGLAS SHULER
DARRICK WILLIAM DUENWALD
THOMAS HUNTER WILLIAMS
MEGHAN MARIE MCGUIRE
NATHAN JAMES MATTHEWS
Michelle N Poirier
KATHRYN ROSE HOGE
DEAN AUSTIN LEWIS
Gabrielle Mollick
Drew Harper
MICHELLE RUTH SANDT-WADE
BRITTANY ELLEN RICE
Gracie Horton
JASON GEORGE HALKO
Daniel Brian Maude
STEVEN LEE WEBER
ANDRE MICHAEL MARKUSFELD
READ TYLER OTTO
DANIEL I BAROTZ
ROBERT WILLIAM STRAUS
KEVIN JAMES GOLDIN
MATTHEW ARTHUR TARINI
CONNOR JAMES JACKSON
Erik Niklas Haug
TODD RICHARD KIDDER
SEAN TERRANCE O'REILLY
BLAKE VAUGHAN BARNETT
Adam Ryan Oates
Allison De Graaf
LOUIS PETER PATIERNO
Spencer Wynant
JORDAN DECHTMAN
Samuel Dechtman
Adam Dechtman
PATRICK S ADAMS
JOSEPH DALE CLEMENS
ANDREA LYNN BLACKWELDER
DUSTIN KYLE SCHICK
Jodie Lynn Wilson
SCOTT ANTHONY PRESTON
STEVEN HOWARD BOWES

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