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Best financial advisors in Monument, CO

Registered advisers within 25 miles of Monument, CO.

Offices
367
Firms
162
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,002,507 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
UNITY WEALTH STRATEGIES
ALLSTATE FINANCIAL ADVISORS, LLC
ONE FUNDS, LLC
ONE BOW RIVER ADVISERS, LLC.
EXCEPTIONAL WEALTH & FAMILY OFFICE
FIDELIS WEALTH ADVISORS
JACKSON WEALTH MANAGEMENT, LLC
JACKSON CREEK INVESTMENT ADVISORS LLC
CIM
FUTURE CAPITAL MANAGEMENT INC.
BRAND ASSET MANAGEMENT GROUP, INC.
FIRST COMMAND ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
ALTUS WEALTH GROUP, LLC
CRUSONIA WEALTH ADVISORS LLC

Investors

HAROLD WILLIAM TOMLINSON
Karl Douglas Hering
Shari Rene Carlson
REBECCA L MILLER
Santiago Feliciano
TARA NICOLE SEEGERS
Nichole Ruth
BETH VIVIAN WALKER
Paul D Bishop
Kristine Quine
Karley Grace Fidani
SAMUEL REY TENNEY
JOHN JOSEPH VANSANT
Travis L Wall
STEFAN JACKSON
BRIAN THOMAS HARVEY
CHRISTOPHER SEAN MCQUILLAN
Benjamin Guillon
SHANE BRIAN CALLAHAN
JUSTIN LOUIS KOHNKE
CRAIG WILLIAM BROOKS
Joshua Ryan Bustos
JOHN RAY RIDDLE
Gian Alberto Motta
James Donald McCullough
Kyle Hashimoto
Hazel Ann Farinas LePage
David Philip Larsen
Aden Zane Graves-Muth
Karyn Margaret Wejemark
Casey Joseph Ash
Emily Cronkey
Adrian Daniel Moon
Alan John Wesenberg
Sandra Seal Knox
BRENDA LYNN LAMMERS
DUSTIN LARRY BENCH
NORMAN F.D. ALVIS
NANCY PIZARRO MERCADO
EDWIN A JANECZEK
SCOTT ROBERT ANDERSON
MICHAEL ANTHONY BUSH
DAVID ERIC BAYSINGER
KELLY MICHAEL ELSENSOHN

Within 25 miles of Monument, CO, Best Investors lists 162 registered investment advisory firms with 367 offices nearby, managing about $15.9T in combined regulatory AUM across 3,002,507 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 Monument

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM