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Best financial advisors in Montrose, CO

Registered advisers within 25 miles of Montrose, CO.

Offices
34
Firms
21
Combined AUM
$2.84T
Firm-wide filings, not assets booked only here
Clients
410K
409,775 clients when Item 5C has a number
Avg / client
$6.93M
Combined AUM ÷ clients

Nearby offices

Firms

CIMARRON WEALTH MANAGEMENT, INC.
FOUR SEASONS INVESTMENT ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ELDERADO FINANCIAL, INC
EDWARD JONES
HIGH COUNTRY CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WINVEST INVESTMENTS L.P.
ARAX ADVISORY PARTNERS
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

MICHAEL JONATHAN MURPHY
KEVIN SCOTT SANDERFORD
Richard Lee Fangen
BETTY JO TOMLINSON
Lincoln Whitney Anderson
Kyle Anthony Kyburz
Brian Keith Dow
CRAIG ARTHUR WOLVERTON
Rhoda Fe Hannenberg
DANIEL B CARNES
JANET K ELDER
ADAM J. MILLER
JIM M ELDER
Jaimee Leigh Carnes
Nathan Rush Manes
Paul Norman Magnani
Trevor James Harrison
Alexandra Marnee Gerken
Jeri Denise Mattics
Benjamin Jensen
Ronald Martin Smith
JASON GABRIEL NAPOLI
JUSTIN RUBETI MCKENNA
Christian Michael Reichmann
Connor King
Angela M Moyer
Christopher Gore Cox
FREDERICK HOLLAND WINSTON
Mitchell Bramlage
Dylan L Bramlage
ADAM KENLEY CAMACHO
Renae Michelle Coffman
Samantha Sue Seeley
JOEL CARL NELSON
BETH ANNE LARDIE
Ty Withee
David Salcedo
Isaiah Jacob St Peter
Jennifer G Cross

Within 25 miles of Montrose, CO, Best Investors lists 21 registered investment advisory firms with 34 offices nearby, managing about $2.84T in combined regulatory AUM across 409,775 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 Montrose

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 7 ARAX ADVISORY PARTNERS 16 clients · 231 advisers $26.5B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM