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Best financial advisors in Platteville, CO

Registered advisers within 25 miles of Platteville, CO.

Offices
359
Firms
118
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,027,643 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

CREDENTIALED WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PACKERLAND BROKERAGE SERVICES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ON INVESTMENT MANAGEMENT CO
EAGLE STRATEGIES LLC

Investors

Julian Briscoe Heron
Roy Adam Hucke
BENJAMIN PATRICK SHERLOCK
Joseph P Vidal
MALYKA ESPRIT KORGAN
Sarah Deatherage
Jennifer Lynn Kayton
CHARLES LEWIS COOPER
Gloria Rodriguez
TREVOR JOSEPH ORR
Robert Curtiss Spykstra
Anthony Melvin Merritt
TODD BARRY WHITMORE
Andrew Thiel
Deborah Renee Cook
Dayna Renee Hazlewood
Nicholas Alan Burgard
KEVIN JAMES BEST
Michael Clayton Graff
Bobby E Giles
Michael Alan Wiggin
RANDEE KAY COOK
NORMA I BARRANDEY
DONALD EUGENE YOHON
WILLIAM GRAY VITAGLIANO
LAURA ANN SCHNELL
HOWARD PRIVES COHEN
KENNETH WILLIAM DYER
JOHN MCGEE
Jesus Humberto Herrera Juarez

Within 25 miles of Platteville, CO, Best Investors lists 118 registered investment advisory firms with 359 offices nearby, managing about $13.5T in combined regulatory AUM across 3,027,643 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 Platteville

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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