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Best financial advisors in Paoli, CO

Registered advisers within 50 miles of Paoli, CO.

Offices
15
Firms
8
Combined AUM
$2.30T
Firm-wide filings, not assets booked only here
Clients
131K
130,965 clients when Item 5C has a number
Avg / client
$17.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
THE AMERIFLEX GROUP
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
NEWEDGE ADVISORS
EAGLE STRATEGIES LLC

Investors

Christopher Rudy Blecha
Mindy J Witt
Chase David Shellberg
JACOB ANDREW WRIGHT
JAMES DEAN WRIGHT
Ann M. Bowey
Amanda Steele
SHANAN RAE DOHERTY
DEREK RYAN PILKINGTON
CURTIS DWAYNE PILKINGTON
AARON RANDALL STIEB
LESTER JAMES SMITH
Brandon Dee Steele
Timothy John Edgar
Nichole Lynn Glosson
Jordan Suter
Pamela Lou Werner
Chad Glosson
PATRICK LEE MCNAIR
William H. Benson
MASON GREGORY HUCK
NICHOLAS JOHN HAYS
TRAVIS AARON SPRENGER

Within 50 miles of Paoli, CO, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $2.30T in combined regulatory AUM across 130,965 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 Paoli

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 THE AMERIFLEX GROUP 486 clients · 206 advisers $9.66B AUM