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Best financial advisors in Morrison, CO

Registered advisers within 25 miles of Morrison, CO.

Offices
1,716
Firms
848
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,975 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL FINANCIAL GROUP, INC.
M HOLDINGS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CWM, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EMPOWER ADVISORY GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
LPL FINANCIAL LLC
O'ROURKE FINANCIAL
WHIPPLEWOOD ADVISORS, LLC
EP WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

JAMES EDWARD CLEARY
CHRISTOPHER PAUL POLK
DENNIS CHARLES CLARK
WALTER HEIDENREICH
PETER JON COLEMAN
ANDREW TIMOTHY AHRENS
GREGORY ALAN WAMBOLT
SHAUN MICHAEL CAVANAGH
William Michener
ELENI YEROS
MELISSA S DYER
WENDY K KNOTT
MATTHEW JOHN LOLLEY
KIMBERLY ANN JESTRAB-RINDT
SHELBY LANE TRINKINO
Gary Vincent Dorsheimer
Christopher Nagle
John David Peterson
MARK GEORGE TREVENNA
Bradley Cooke
BRITTANY NICOLE JAROCKI
JAMES ONEILL LUNNEY
DANIEL SHAWN OROURKE
MATTHEW G LANCASTER
COLIN ANDREW LANCASTER
RICHARD JAY WHIPPLE
RONALD DAVID NEW
Saxon Swindler
JOSEPH ERNEST HUBBARD
MONA LYNN FEELEY
RODNEY ARIN BECKER
CARLOS ARTURO BAUTISTA
SARA REBECCA GARDNER
ELIZABETH NAYLOR CADY
Linda Ginder
JON DAVID MOORE
THOMAS EDWARD COCO
Connor Emery Anderson Makis
KIMBERLY JOHNSON YOUNG
TYLER ROBERT BROOKS

Within 25 miles of Morrison, CO, Best Investors lists 848 registered investment advisory firms with 1,716 offices nearby, managing about $21.8T in combined regulatory AUM across 3,149,975 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 Morrison

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