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Best financial advisors in Niwot, CO

Registered advisers within 25 miles of Niwot, CO.

Offices
485
Firms
203
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,068,717 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGFISHER INVESTMENT ADVISORS, LLC
GREEN ALPHA INVESTMENTS
PEAK53 PARTNERS, LP
THRIVENT INVESTMENT MANAGEMENT INC.
GLOBAL RETIREMENT PARTNERS LLC
U.S. BANCORP ADVISORS, LLC

Investors

PATRICK EDWIN DOWLIN
Zuzana J. Balzerova
David Godinez
Evan Tyler Sharpless
Joshua Joseph Walker
Kelly Walker
Bradley Alan Atkinson
JENNIFER LYNN PARIS
Samantha Erin Schreiber-Reed
Judith L. Meduna
Elizabeth Ashley Bleidt
David John Schreiber
Michael Rose
Daniel Eugene Hawk
Patrick D Sullivan
Robert A. Schutzius
RYAN M BENDIXEN
ARUP SAHA
OWEN BRUCE TVETEN
JOE ALBERT MEJIA
REGAN MICHAEL TURNER
Chad Shipley
John Forman McLean
Jeff Scott Richman
Alvin Richard Murphy
Robert Dick

Within 25 miles of Niwot, CO, Best Investors lists 203 registered investment advisory firms with 485 offices nearby, managing about $13.9T in combined regulatory AUM across 3,068,717 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 Niwot

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM