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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
UNITY WEALTH STRATEGIES
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THREE PEAKS CAPITAL MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC

Investors

Bryan Paul Ladrow
Robert Lansing Book
TIMOTHY CLARK MASON
JERRAD CURTIS BRIDGMON
Esad Sipilovic
Andrew Charles Inman
GREGORY PATRICK BURRELL
CHRISTOPHER WILKINS
STEPHEN WAYNE STRONG
JUDITH NAEGELY
CHARLES ANTHONY BEACH
JEFFREY JACOB FRASHUER
MARK CONRAD LAJOIE
Karl Douglas Hering
Shari Rene Carlson
REBECCA L MILLER
PETER MARTINEZONGAY
Santiago Feliciano
James Paul Boudreau
Brian James Boudreau
Aurora Ann Ash
TANYA LEE DUBOUE
Brittany Cheyenne Gonzalez
Gian Alberto Motta
James Donald McCullough
Kyle Hashimoto
Hazel Ann Farinas LePage
David Philip Larsen
Aden Zane Graves-Muth
Karyn Margaret Wejemark
Casey Joseph Ash
Emily Cronkey
Adrian Daniel Moon
Alan John Wesenberg
Kathryn Michelle Carabello
WAYNE ROY BELLINGER
Chuks Petrus Nweke
CAROL A LANES
LAUREN MCKENZIE RICHARDSON
BETH ANN RICHARDSON

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