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Best financial advisors in Montclair, CO

Registered advisers within 25 miles of Montclair, CO.

Offices
1,806
Firms
866
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,053 clients when Item 5C has a number
Avg / client
$7.06M
Combined AUM ÷ clients

Nearby offices

Firms

ALLIANCEBERNSTEIN L.P.
STATE FARM INVESTMENT MANAGEMENT CORP.
INNOVEST PORTFOLIO SOLUTIONS LLC
CLIINTEL CAPITAL MANAGEMENT GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
M HOLDINGS SECURITIES, INC.
OSAIC WEALTH, INC.
SANCTUARY ADVISORS
D.A. DAVIDSON & CO.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
CONVERGENT WEALTH ADVISORS INC
RAYMOND JAMES & ASSOCIATES, INC.
IMA ADVISORY SERVICES, INC.
LIDO
LPL FINANCIAL LLC

Investors

HERBERT WILLIAM MOLONEY
EMILY REBECCA NEUBERT
JONATHAN MATTHEW FUNG
BRADLEY THOMAS GADOMSKI
MARY ELIZABETH CONROY GRASSO
Joshua Scott Moreland
Austin Todd Hall
GREGORY ROBERT KADET
DARRELD RAY TURNER
MARK EDWARD JAMISON
JACOB R SHELDON
Austin Keith Lee
DONALD ALLEN MIDDLETON
Kristy Beth LeGrande
WYCK JOSEPH BROWN
DUSTIN WAYNE ROBERTS
CHERYL KOSTKA WILKS
GORDON KENNEDY TEWELL
RICHARD ANTHONY RODGERS
JARED A MARTIN
AMY SUSAN HANOPHY
CHRISTIAN STRAUSS O'DWYER
STEVEN ANDREW KARSH
PETER JAMES MUSTIAN
FRANKLIN Dwayne CORNETT
Aidan Sloan Smith
Zachary Pitman
Troy Thomas Jensen
ERIC THOMAS KOEPLIN
WENDY JO DOMINGUEZ
Kyli Mikiko Soto
Sydney Nicole Aeschlimann
MATTHEW ROBERT FOSTER
Abigail Kathleen Thomas
JOSEPH ESSERMAN
MICHAEL SCOTT SMITH
TRACEY L CRAMER
Wendell Seth Hamilton
BRIAN DAVID ORINICK
JAMES JOSEPH OBRIEN
FRANCI ROSE SHIELDS
ADAM LEIGH TRUITT
KEITH RYAN FISHER
SPENCER ALLISON FUGITA
BRIAN LEE BREITENWISCHER
STEPHANIE L JORDAN
CAROL MARIA LAWSON
WILLIAM INGRAM CALLENDER
PAUL GORDON SMITH
Parker Austin Cleveland
RUSSELL GORDON JONES
CATHY LOUISE NOWALK
DEREK MICHAEL TUZ
Yaseen Salah Alhaj Yaseen
ALFRED RAYMOND BENTON
MICHAEL ANDREW COHEN
LAURA DELIA MARCIANO
SARAH ANN JOSEPH
ROBERT HENRY BASTIAANS
NESE SAHIN
KAREN MARIE JORGENSEN
MARTIN JOEL ERZINGER
PATRIC EDWARD MCLAUGHLIN
Jacqueline Ann Beauprez
MATTHEW ROBERT JENNINGS
LUKE JOHN VINNOLA
MICHELLE ELIZABETH DOCKTER
ASHLEY ANN FLYNN
MARCUS ANDERSON NIELD
MICHAEL RYAN DICROCE
RICHARD SUNG-MO HAN
Thomas Houston Dameron
JORDAN N CHAMBERS
Amanda Ludford Whately
Jarrod Saburo Imatani
CHARLENE KEVERNE CIANDELLA
JARED I. SCHUSTER
BRANDON CARTER LONG
RAY ALLEN LANGEL
JON MARK GREENFIELD
ANASTASIA CATHERINE ONDEK
Robert Brezen
JENNIFER ELIZABETH SCHILTER
Anne-Marie C Kim
JAMES EDWARD HENKEL
WARD VAN SICLEN CERNY
Evan Alyssa Manson
William Maxwell Cohen
Daria N Duncan
Robyn L Donovan
Nimrit Kaur
Hector Santamaria
Cameron C Sisbarro
Claire Vanderhart
NOZOMI K SANTAMARIA
CRAIG GEORGE ZELLER
RICHARD HUGH PARKER
CARTER KENT DAMMEN
BRUCE ANTHONY DIBIASE
MATTHEW J STOTLER
JEANETTE LEE COX
JOHN LAWRENCE HOGAN
CATHERINE KIMBELL MADDOX
JOHN CHRISTIAN HILES
NOEL TODD WICKWAR
Sarah B Kopp
GARY BRYAN SMY
ANTHONY PAUL SATRIANO
Brian A Zivicky
SEEMA KINRA
ANGELLA DOLORIS WRIGHT
CHRISTOPHER RYAN LYNETT
PETER RAYMOND MANGOLD
Margaret Anne Strenk
SHELLEY NICOLE FORD
RICK ERNEST BERRY
CHRISTOPHER JAMES DIETZ
Kate Palmer
Kenneth Klein
SAMANTHA MARIE HARVEY
KATIE A BOYCE
Margaret Ladd
MIHAILO JOVAN OSTOJIC
MELISA SUE NEILL
KYLE J ZELLER
Aidan D Cabraja
James C Crossman
Mirian Vianey Trejo
Nathaniel Osborne
ZACHARY Turk RUNBERG
Benjamin Joseph White
Dylan Andrew Cleary
Gordon M Weightman
Sebastian Colsman
DOUGLAS RICHARD BONNIE
SHAWN PAUL FOWLER
JOHN ALAN MULSTAY
CATHERINE M COLEMAN
Amy Elizabeth Diehl
Margaret Boyle
GRANT SHAWNESSEY MCKAY
CONOR SULLIVAN MCCALLIN
JAMES MITCHELL RYAN
CHLOE H WOOD
MY-CO H DINNEEN
Jerry Mathew
MARK EDWIN CHAPLINE
Caroline L Gates
JESSE ALEXANDER WEINER
Brendan Joseph Hamill
Matthew J Smith
Valter A Martinez
DEBORAH IRENE MCCANN
DON TALLY DAVIS
HAROLD BRUCE HEUER
JODI RENE FLEISHER
Thomas George Chandler Johnson
JENNIFER SUZANNE FEENEY
Matthew S Gerth
Evan Lombardo
Nathan Joy
Sarah L Chadwick
Brandie J Fish
Basliel Dinku
James Michael Moreno
PHILIP ROGER MARTIN
JOSHUA NATHANIEL REIDER
MATTHEW MICHAEL OBERT
KYLE JOHN HURT
SHAWN ANTHONY ROGERS
PAMELA POWELL COOK
Becky Jones
Carissa Marie Henderson
Marla Triester Hinman
Zachary Mann
BRENT STEVEN BURROWS
STEVEN MARK RINGQUIST
Keith Bernard Bryant
Anna Liza De Pinto
STERLING TODD WARBURTON
Brian Daniel Trujillo
KATHERINE KAY LOUISE MOTZKUS
JAMES ROBERT WILDMAN
Aaron David Schmiedel
JARED THOMAS LAMB
BRADLEY W TRUJILLO
Taylor Bailey Morgenstern
Austin Paul Ringquist
Nicholas Pearson Picucci
BENJAMIN RONALD BURROWS
NICHOLAS EVAN MCKELVEY
Raymond L Reilly
STEPHEN BRIAN STILLWELL
LISA A JAMES
KIMBERLY ANN BAIRD
MARK WILKINS
Christopher Keith Bryant
MATTHEW DAVID KOTH
PAULA BOYKA
PAUL THOMAS KNIPPING
JACOB THOMAS JABLONSKI
EDWARD JOHN GUEITS
Jaron Robert Wagner
Michael James Lindeman
Graham McIntosh Foltz
Alfred West
Marcelo Eduardo Rendon
Tyler Wofford
Colin Thomas Bowman
Blaise D Jay
Ian Rothrock

Within 25 miles of Montclair, CO, Best Investors lists 866 registered investment advisory firms with 1,806 offices nearby, managing about $22.2T in combined regulatory AUM across 3,150,053 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 Montclair

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