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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

J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
RIGDEN CAPITAL STRATEGIES
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC
SUMMIT EQUITY PARTNERS LTD.
ELE ADVISORY SERVICES, INC
RIDGEGATE ADVISORS, LLC
STIFEL STRATEGIE CONSULTING PARTNERS LTD.
WEALTH WATCH ADVISORS, INC
BXM WEALTH LLC
PARSONEX ADVISORY SERVICES, INC.
CWM, LLC
MARINER
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
EDWARD JONES
ELIASON WEALTH MANAGEMENT LLC
PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

Robert Anthony Snyder
ELIJAH-JAMES J BROWN
RAYMOND ARTHUR DAHLMAN
Michael Anthony Truskowski
Philipp Ponomarev
Wyatt Bohren
Edward Andrew Johnson
GEORGE ERWIN CAULKINS
CHRISTOPHER MICHAEL ALEXANDER
THEODORE MANZANARES
Elizabeth Michelle Walker-Sadler
Bruce Fike
KENT RICHARD ENGEL
Joseph Edward Weintraub
MARTIN BENZ
Tyler Adams
JAMES LAFEMINA
Brandon Christian Shaw
EDWARD CEYLON HAIBT
Bon Myeon Koo
Timothy M Weishaar
Tyler Franks
Kyle Wong
CHRISTIAN JOSEPH WEST
Emily Joy Dyer-Wolfe
JOSHUA AUSTIN RIGDEN
Sarah Ann Alexander
TRAVIS JAMES HENDERSON
MICAH S MONSON
NICHOLAS MANNA
NATASHA J. BREWTON
ARTHUR DAVID PEREZ
KEITH J RICHARDSON
MATTHEW ALEXANDER WILLIAMSON
ASHLEY JEAN LANE
SALVATORE MELARAGNO
KRISTINA E. BACA
MILES CARSON JONES
SAMUEL DAVID JONES
BIANCA BICKLEY
SARAH GUNDERSON
TYLER KRUSHENSKY
ALLISON YOUNG
JAYSON ANDREW SYMONS
JONATHAN TRIEBELL
Scott Milani
EMILY UNBIE SMITH
TREVOR MCINTYRE
ANDREW KIM
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
CHRISTINE A LEAS-BURNLEY
Stephan Benjamin Dickens-Greenaway
Coleman Anthony Benson
Christopher Glenn Rogers
David L. Swenson
George Wallace Smith
WILLIAM KENDRICK SNECKNER
Alexander Staverosky
George W Smith
Ryan Phillip Csrnko
CHRIS RASHAD BENSON
MATT R GSELLMAN
STEVEN VROOMAN
DAVID ALLEN SHIELDS
Lance Opp
Benjamin Marion Green
WILLIAM EARL GASTL
KELLI LYN GABRIEL
DARRYL JOHN PRYOR
Aaron Joseph Cormier
STEPHEN MICHAEL LUSCHER
BRIAN JOHN FREW
TIMOTHY JOSEPH HARKER
ADAM HENRY BARRINGER
CAMARON JOSEPH BARTA
RYAN JAMES JERCINOVIC
MICHAEL J BEARDI
Jonathan Edward Miller
Robert Gibson Fuhrman
ZACHARY DANIEL STEWART
Blake Steven Anderson
ANDREW LAWRENCE ALLARD
CAROL MARIE GRIFFIN
Matthew Ryan Pettera
ROBERT EDWARD SUTTON
MARK RANDALL MOLENAAR
DOMINIC ALEJANDRO TAFOYA-JOHNSON
KIMBERLY ANN GIESELER
LUJANE NAYLE HANNA
THEODORE JAMES SWENSON
EDWARD LEE GERBER
Daniel Lee
HEATHER HOPE JANSON
LORENZO ANDRES ALFONSO
WALLACE MICHAEL DARLING
Kimberly Dawn Taggart
Nancy Patrick Greeley
Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON
MICHAEL D HESS
ZHICHENG RUI
Cameron V Berry
STEVEN IRA Warshawsky
Venessa Daye Rodriguez
Peter Leeman Dickson
GEORGE WILLIAM Verbrugge
Rodney Eugene Clark
BENJAMIN JOHN YORK
GRACE MEINA CHEN
SEAN M BAZEWICZ
GIANMARCO BROCK CACCIAMATTA
Deanna Rene Lewis
Mark J Frank
Brennen Michael Hess
Joseph Anthony Whitcomb
PHILLIP VERN LOBATO
NATHANIEL JAMES Dickson
JODI BROWN
Daniel Lanskey
Omkar Shinde
Nathan Schroeder
Mark Alan Gaylord
Kevin Forrest Brunkow
Mardochee Mbambi Mafuana

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