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Best financial advisors in Lonetree, CO

Registered advisers within 25 miles of Lonetree, CO.

Offices
1,630
Firms
818
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,679 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
SPC
CETERA INVESTMENT ADVISERS LLC
ATTICUS REAL ESTATE CAPITAL, LLC
WAPG, LLC
LEGIONCE INVESTMENT ADVISORS, INC.
OSAIC ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUMMIT GLOBAL INVESTMENTS, LLC
THE AMERIFLEX GROUP
LPL FINANCIAL LLC
CHERRY CREEK INVESTMENT ADVISORS INC
PROGRESS ALLIANCE INVESTMENT SERVICES
LETTIN WEALTH MANAGEMENT GROUP, INC.

Investors

CHAD JEFFREY GREENBERG
BRANNON HERTEL
ROBERT MORRIS VANCE
JOANNE P SCARBOROUGH
DANIEL BERNARD MAYER
WILLIAM A NOYCE
CHARLES DANIEL CURTIS
MICHAEL JOHN POLAKOVIC
IKE J KUTTER
RONALD LEE JOHNSON
JEREMY Robert FORTIN
JONATHAN BRYN KRUEGER
GEORGE MCFERREN KIEBLER
THIENSA T. NGUYEN
KERRI LEIGH FARREN
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
QUINN A MARTINEZ
KRISTOPHER JAMES MORROW
JEFFREY DUANE CAMPBELL
PATRICIA ANNE MCNAMARA
SEAN DAVID CASTLE
JERRY LEON GRUBER
ROBERT EUGENE LETTIN
CHARLEY ZANE HEARD
DAVID ALAN RIGGLE

Within 25 miles of Lonetree, CO, Best Investors lists 818 registered investment advisory firms with 1,630 offices nearby, managing about $22.2T in combined regulatory AUM across 3,149,679 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 Lonetree

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM