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Best financial advisors in Mancos, CO

Registered advisers within 25 miles of Mancos, CO.

Offices
44
Firms
25
Combined AUM
$5.57T
Firm-wide filings, not assets booked only here
Clients
722K
722,492 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BLACK CAPITAL, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SWAN GLOBAL INVESTMENTS, LLC
SWAN WEALTH ADVISORS, LLC
SWAN CAPITAL MANAGEMENT, LLC
EVERGREEN WEALTH ADVISORS

Investors

THOMAS B HELMS
SCOTT D SHADID
Andrew Cuckie
Pepper Denise Noyes
ERIC WYATT KING
Zachary Paul Fahrion
Audra Lynn Fahrion
KATRINA SHYAMLA WEISS
JEFFREY RYAN BLACK
Andrea Pressley
Zachary Thomas Benz
Georgianna Powell Guimond
JONATHAN ROBERT DONNAWAY
JOHN ERICH HANSEN
Joseph Ignatius Kusar
Amy Beth Shaffer
Daniel Alexander Neagoy
Christian John Swan
CHRISTOPHER BRIAN HAUSMAN
Walter Scott Stepanek
ZACHARY DAVID NOONAN
ROBERT BRADLEY SWAN
David Allen Whiteside
Stephen Montana O'Connor-Seville
LORI ANN WICKES
Riley M Barber
Daniel Thomas Leighton
Martin W Johnson
WILLIAM T. LUTHY
TINA KRISTEN MCCALLUM
Suzanne C Jackson
ETHAN BATES
Alex Martin Prouty
RANDALL WILLIAM SWAN
WENDY BROOKE-HAVEN MOST

Within 25 miles of Mancos, CO, Best Investors lists 25 registered investment advisory firms with 44 offices nearby, managing about $5.57T in combined regulatory AUM across 722,492 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 Mancos

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM