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Best financial advisors in Old Snowmass, CO

Registered advisers within 25 miles of Old Snowmass, CO.

Offices
31
Firms
27
Combined AUM
$6.09T
Firm-wide filings, not assets booked only here
Clients
691K
691,487 clients when Item 5C has a number
Avg / client
$8.81M
Combined AUM ÷ clients

Nearby offices

Firms

INFINITE VENTURE MANAGER X, LLC
FLAGSTONE FINANCIAL ADVISORS, INC.
EDWARD JONES
RYAN INVESTMENTS
WESTERN WEALTH MANAGEMENT LLC
FINESSE FUNDS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STEVENSON ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTEGRATED BENEFITS, INCORPORATED
ASHTON THOMAS SECURITIES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
PCM ENCORE, LLC
FAR VIEW CAPITAL MANAGEMENT, LLC
CAFFEINATED CAPITAL MANAGEMENT, LLC
GATEMORE
PNC WEALTH MANAGEMENT LLC

Investors

STEVEN CHARLES KNOUS
Eric R Wiseman
ERIKA Teich CORBIN
William T Van Domelen
MATTHEW AUSTIN OWINGS
Nathaniel Lee Kaup
CHRISTOPHER SEAN RYAN
Katherine Preston
KENNETH BALLARD RANSFORD
Eli LaVaude
ANDREA NICHOLE GURULE
ADAM STEVENSON
Jeffrey Allan Sgroi
SARAH KATHERINE STACHNIK
JODY ANN SWAPP
CHRISTOPHER RICHARDS SABELLA
Charles C. Smith
Scott ROGER Mercier
BRIAN E OVERBO
MAXWELL A RISPOLI
Olivia Major
Allison J Gerrie
MICHAEL TIMOTHY ESTABROOK
Zachary E Mobilian
DONNA M DI IANNI
Jeffrey Lewis Brady
JAMES FIRTH DOWLEY
ANDREW HAVEMEYER GODFREY
JOHN JOSEPH GAVIN III
Lily Haili Zhang
JACHIN ZANE VERCHER
Michael James Paulus
Samuel Levi Rice
Logan Thomas Stelzner
Kevin Eugene Kenny

Within 25 miles of Old Snowmass, CO, Best Investors lists 27 registered investment advisory firms with 31 offices nearby, managing about $6.09T in combined regulatory AUM across 691,487 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 Old Snowmass

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM