Best Investors Account Sign in

Best financial advisors in Rocky Mountain National Park, CO

Registered advisers within 25 miles of Rocky Mountain National Park, CO.

Offices
6
Firms
5
Combined AUM
$1.09T
Firm-wide filings, not assets booked only here
Clients
28.8K
28,751 clients when Item 5C has a number
Avg / client
$37.8M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SANCTUARY ADVISORS, LLC

Investors

MARYANN MARTIN
Conner Burt
SUSAN JANE FEREDAY
Derek Douglas Vinge
Mark Purdy
Maria Wood

Within 25 miles of Rocky Mountain National Park, CO, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.09T in combined regulatory AUM across 28,751 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 Rocky Mountain National Park

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 SANCTUARY ADVISORS, LLC 415 advisers $34.9B AUM 3 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM