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Best financial advisors in New Castle, CO

Registered advisers within 25 miles of New Castle, CO.

Offices
22
Firms
12
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
210K
209,539 clients when Item 5C has a number
Avg / client
$14.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CIMARRON WEALTH MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SYSTEMATIC WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
SUMMIT GLOBAL INVESTMENTS, LLC

Investors

Daniel B Snow
Jathan William McGlade
Nicole Joy Randall
Hollis Earl Kelley
Brian Keith Dow
KEVIN LEE HUETH
Blaine Porter Franklin
Nathaniel Sean Walsh
Niels August Jepsen
DEBORAH ANN BIRCH
Amy Carol Allred-Fetterhoff
DONALD LEE TAPP
Levi Fetterhoff
Jack Willis
Richard Douglas Smidt
TIMOTHY PAUL RAHMEIER
Matthew James Cova
DONALD THAD CLICK
DANIELLE MARIE HOWARD
MAHESH A ODHRANI
Molly C McMahon
SCOTT GREGORY BOLITHO
CAMERON COLE WILLIAMS
BREANNA L MCCALLUM
Austin Hamilton
RODNEY GLEN NAYLOR
MICHAEL KEITH MCCALLUM
MICHAEL TODD STURHAN
Brian Terry Thomas
Hailie Marie Mickley
JODY ANN WILSON

Within 25 miles of New Castle, CO, Best Investors lists 12 registered investment advisory firms with 22 offices nearby, managing about $3.13T in combined regulatory AUM across 209,539 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 New Castle

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM