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Best financial advisors in Palmer Lake, CO

Registered advisers within 25 miles of Palmer Lake, CO.

Offices
346
Firms
152
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,984,932 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL ACTION, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
ADVISORS ASSET MANAGEMENT, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVANCED WEALTH ADVICE
CWM, LLC
SUMMIT WEALTH GROUP

Investors

MEREDETH LIAN MCDOWELL IVERSEN
CHRISTOPHER BRIAN REED
JASON JOHN ROQUE
KERRY JOSEPH HILSABECK
BRANDON MICHAEL RIDENOUR
Ryan Patrick Sweeney
Matthew Robert Lang
Jason Neil Brashar
Luke G Rawlings
Thomas Q Tang
KIRK DEAN ROSENSTRAUCH
BRIAN WAYNE GILBERT
SONJA DEVON REED
SETH ADAM FRANCK
FRANK J VIDAKOVICS
Trang Thuy Nguyen
PATRICK DEWAELE ANDERSON
BRAD SCHULTHEIS
MATTHEW WILLIAM LLOYD
Frederick Donald Weihmiller
JAMES ROBERT COSTAS
Liam Faughnan Wynne
Francis Edward Wynne
JUDITH ANN YEOMAN
JONATHAN ZAMA
Jeremy James Burton
Aaron Matthew Nelson
Candace Doverspike
ERICA RYAN SZYMANKOWSKI
Anne Marie Fichter
Lee Fulton Taylor
Ronald G Bristol
Patrick Hall
Erik Dartsch
Shane P Kenne
Matthew James Surma
Paul D Bishop
BETH VIVIAN WALKER
Emma Lee Haman
TRACY DENA THORNLOW
SEAMUS THOMAS OBRIEN
GARY WAYNE JAMES
JASON JOHAN RUNUNG
Andrew Charles Quintois
Mitchel Tenbarge
DAKOTA BENJAMIN DAY
Gabriel Paul Turner
Chase R Erickson
CHRISTOPHER ELDEN WELLS
SCOTT EDWARD WILKINSON
ROSS W HAYCOCK
LACEY JORDAN
Alisha Crystal Butterfield
JOSHUA PAUL WILLINK
LACEY ANNE MORRISON
Robert Michael Shelton
Stephen Stewart Crawford
Matthew Francis Zaczyk
MICHAEL RAY COMSTOCK
CHARLES RANDAL MORRIS
Liliya Gubceac
DAVID S NEWBY
STARR AMANDA PAULSON
Joshua Adam Oller
JAMES EUART COCHRAN
JOSHUA JAY JERELE
DAVID ROYAL NOLAND
Christian Kurt Whitesell
Carlos Mauricio Alas

Within 25 miles of Palmer Lake, CO, Best Investors lists 152 registered investment advisory firms with 346 offices nearby, managing about $14.5T in combined regulatory AUM across 2,984,932 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 Palmer Lake

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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