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Best financial advisors in Roggen, CO

Registered advisers within 50 miles of Roggen, CO.

Offices
1,545
Firms
748
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,700 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ON INVESTMENT MANAGEMENT CO
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
UBS FINANCIAL SERVICES INC.
AUSDAL FINANCIAL PARTNERS, INC.
EDWARD JONES
LPL FINANCIAL LLC
FARMERS ASSET MANAGEMENT, LLC
WEALTH ADVISORS NETWORK, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JENNY LEA MCCONNAUGHAY
JEREMY HARMAN
JARED LOWRY
Marcus Jason Sanchez
NORMA I BARRANDEY
DONALD EUGENE YOHON
WILLIAM GRAY VITAGLIANO
LAURA ANN SCHNELL
HOWARD PRIVES COHEN
KENNETH WILLIAM DYER
JOHN MCGEE
CHARLES LEWIS COOPER
JENNIFER A OWENS
DAVID WAYNE WEINBENDER
Mark Allen Mollandor
Brent Kenneth Kramer
KELLY S BECK
WILLIAM BLAINE KURTZ
MARCEY ANN HESS
MARY SUSAN HALL
KEVIN JAMES BEST
Michael Clayton Graff
Bobby E Giles
Michael Alan Wiggin
Dawn Marie Strohecker
Walter Jade Maasch
LARRY L HUBBARD
ROBERT JAMES TIMME
CRAIG Steven CONNER
James William Seela
PHILIP DEAN NEVILLE
DIANE LYNN ALEXANDER
LINDSEY ELIZABETH STONEMETS-LEAF
SAMAN ASRARI
Brian Christopher Larson
Matthew Sheffield
Bryndi L Peif
Nicholas Kenny
Kim Ann Larson
RANDEE KAY COOK
Kaan Inceoglu
Deborah Renee Cook
Dayna Renee Hazlewood

Within 50 miles of Roggen, CO, Best Investors lists 748 registered investment advisory firms with 1,545 offices nearby, managing about $21.9T in combined regulatory AUM across 3,144,700 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 Roggen

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM