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Best financial advisors in Pueblo, CO

Registered advisers within 25 miles of Pueblo, CO.

Offices
48
Firms
27
Combined AUM
$7.52T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,088,526 clients when Item 5C has a number
Avg / client
$6.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GRADIENT ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
MWA FINANCIAL SERVICES INC.
FARTHER
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC

Investors

WESLEY JAMES URSICK
JONPAUL WESLEY URSICK
AARON ELKINS
ALBERT EUGENE NATICCHIONI
LARRY Dean HENDERSON
SEAN EDWARD ANDREW WESTBROOK
ALEXIS LOPEZ
LeRoy James Sandoval
MARK ANTHONY KENNEDY
Joshua Matthew Croy
RYAN S GRIEGO
JERILEE LARRINAGA
DESIREE JENNIFER AVINA
Derrick Sartor
NOHEMY YOLANDA MONTES
DAVID ANTHONY TYE
Kallene Marie Faris
RONALD ALVIN ICABONE
CHAD ALLEN HEBERLY
JOSHUA AARON WILCOXSON
Alexander Francis Leri
FRANKLIN ROBERT PAYNE
Mark Nicholas Byavu-Ngoga
DANIEL CRAIG MOZER
Caitlin E Alcon
CALVIN BOYD MASON
CRAIG ELIOT CISNEY
MATTHEW M SCOLETTI
JOHN KELLY TUCKER
Regis Estiven Dahl
Kimberly A Cavaliere
PAUL DANIEL FRANCO
JANET M FIELDMAN

Within 25 miles of Pueblo, CO, Best Investors lists 27 registered investment advisory firms with 48 offices nearby, managing about $7.52T in combined regulatory AUM across 1,088,526 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 Pueblo

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM