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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

FINANCIAL SECURITY MANAGEMENT, INC
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
GENEOS WEALTH MANAGEMENT, INC.

Investors

Kemper Lee Baum
Adam Williams
DOUGLAS FRANK JOHNSON
ROXANNE LYNN DILLON
KELLI ANN WALLACE
JEFFREY SCOTT LARKIN
SARA LOVETERE KEITH
Ian Matthew Sallee
Russ M Stallings
Jace W Montera
JODY LEE MCNERNEY
HARLEY JOSEPH TIERHEIMER
Kevin Egan
JOSEPH EDWARD DEFRANK
BARTLEY ARTHUR CORFEE
AMY SUZANNE KNAPP
Niccolo Dominic Coco
GAGE JOSEPH HARMON
Staci Heath
Christopher Kevin Bracken
Noah Hinson
CRIS R MCBRIDE
Gregory Steven Hall
Roger A Torres Castro
Michael Dean McClintic
SEAN PATRICK MORTON
DANIEL ARCHIE BARRERA
ANDREW RYAN PAINE
WANDA KAY ARCHER
CHRISTINE PLENTYHOOPS
Tamara Anne Christopher
RICHARD PAUL COSTNER
JAMES WILLIAM DAVIS

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