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Best financial advisors in New Liberty, CO

Registered advisers within 25 miles of New Liberty, CO.

Offices
21
Firms
12
Combined AUM
$3.37T
Firm-wide filings, not assets booked only here
Clients
427K
427,180 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
DELPHI WEALTH PARTNERS
ASHTON THOMAS PRIVATE WEALTH
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
D.A. DAVIDSON & CO.
WELLS FARGO CLEARING SERVICES, LLC
EDGEROCK WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Investors

William Hungerford
AARON RABURN TICE
NICOLAUS DAVID BARTH HANSEN
ANGELA MARIE JOHNSON
Joshua Boyd May
WILLIAM CODY REED
SCOTT EARL STEINER
Isreal Lane
JUSTIN TYLER REED
Mark Thomas Harris
Clare E Swindell
ERIN MARIE BLUE
Derald A Salaz
JEFFREY M FUNDERBURK
DANIEL ALLEN FUNDERBURK
Nathan Kleppe
ERIC WAYNE LUSBY
Christopher Ryan McGlade
AMY BROOKE MARTINEZ
CLAYTON COULTER SQUIER
CHERYL ANN SQUIER
Michael Meade Troyer
JOHN LOWELL WAITE
WILLARD H PEASE
WILLARD HENRY PEASE
Danielle Codi Hage
David Bryan Hutton
Kenneth Michael Kline
Steven Timothy Johnson
Travis Drake Mullenix
JOSHUA LEE DOVE
PATRICK HASTINGS GRIGGS
Jacob Druce
payton jackson tegarden

Within 25 miles of New Liberty, CO, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $3.37T in combined regulatory AUM across 427,180 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 Liberty

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM