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Best financial advisors in Parshall, CO

Registered advisers within 25 miles of Parshall, CO.

Offices
9
Firms
8
Combined AUM
$3.49T
Firm-wide filings, not assets booked only here
Clients
588K
588,158 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MCKELVEY & ASSOCIATES, INC.
WESTERN WEALTH MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Emily Margaret Trainor
Rebecca Elizabeth Glover
Ea Moulton
STEVEN EDWARD HAUSER
LUKE E JOHNSON
CHRISTINE M RAINES
ERIN KATE LARNEY THEMIG
Bridget Hattingh
Patrick J Glackin
ARTHUR WARREN SPILLER
Lindsay Erickson
DANIEL MCKELVEY
ALEDA SEDGWICK KRESGE
KRISTA L KIRBY
JACOB VERDOORN

Within 25 miles of Parshall, CO, Best Investors lists 8 registered investment advisory firms with 9 offices nearby, managing about $3.49T in combined regulatory AUM across 588,158 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 Parshall

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 WESTERN WEALTH MANAGEMENT LLC 39 clients · 107 advisers $5.36B AUM