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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

COHESION WEALTH MANAGEMENT, LLC
LARIMER CAPITAL CORPORATION
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
DENEWILER CAPITAL MANAGEMENT INC
PEAK FINANCIAL MANAGEMENT, INC.
SNOW PEAK CAPITAL, LLC
KINSMAN PEAK STRATEGIES LLC
NZS CAPITAL LLC
TRIUMPH CAPITAL MANAGEMENT
DAVID B. PATSTON, CPA, CFA
ALLIANCEBERNSTEIN L.P.
THREEM HOLDING LTD
OPHIR ASSET MANAGEMENT US LLC
ARMADA VENTURE PARTNERS LLC

Investors

Nikole Lyhn Larson
ADAM MORMAN CARMEL
Brandie J Fish
Basliel Dinku
RONALD JOHN BESONEN
BRYAN JOSEPH SULLIVAN
ERIC VEVE
HEIDI L HALUS
THOMAS A BIREN
JAMES HOWARD KRAMER
MICHEAL DAVID PAUL
DAVID TOLSMA MANLEY
Ethan A Anderson
WARREN GREG DENEWILER
Nicholas James Wolverton
Ty William Johnson
Peter Fine
ERIC ZELLWEGER
James Bass
BRITTANY LORRAINE URBAND
KATIE HOLLINGSHEAD HALLEN
Erica Santa Carpenter
JAMES SCHUYLER VANDER LAAN
Colton T Wise
Landon D. Marshall
NICHOLAS WILLIAM HARRIS
Ellen Bruno
Giacomo Mecagni
Charles Wham
Turner Felton
Shannon Beirne
Andie Berman
Collin J. Mizwicki
Will Marston
Justin R. King
Caroline Baumgart
Lauren G. Maggio
LUCAS PANAGIOTIS GIOKAS
PETER BROWNING DOLAN
ROBERT HEMINGWAY STATTON
Edward K. Douglass
KERRY ANN MCNICHOLS
DANIEL RYAN KING
JONATHAN LINDSAY WARKENTIN
Gregory King Giuffra
Kimberly Larsen
Michael Naughton
CHESTER WANG
Thomas Richard Mury
MICHAEL BENJAMIN HIRSCHFELD
JOHN ROBERT LIESS
Benjamin Tyler Grasso
SERGIO GUTIERREZ
Jason B. Hofmann
DAVID JACK BEEBE
Zach Felton
Joshua Jesudass
Jayna Palella
Akio Ohtake-Gordon
Ryan Dix
Anna Sernka
Justin Silberman
Westley D Wilson
Tucker D Erdmann
REMINGTON KERR RABINS
ALEX EDWARD WIND
Arnold Javier Fernandez Fuentes
JONATHAN MARK FAIRBROTHER
Reagan Estelle Giles
Abigail E Colburn
Haley Elizabeth Neely
Hadley Griggs
Arabella Blue Galbo
LAUREN HILARY HUSNEY
Jeffrey Hood
Marco Narvaez
Johnny Carl Fenley
Adam M. Wise
Sean Fischer
MAX Michael GOLLOBIN
Andrew John Duffy
Sean Muller
KyLee Albert Duley
McKenna N Elliott
Andrew Mouw
JOHN JOSEPH HANLEY
Allison Bathgate Hild
Jack A. Andrews
Jason Hollander
Ethan Joon Park
Grant Blakeslee
MARYLOU BROWN HOUSTON
Emily Rose Schoenauer
Marcus Kaufman
Kate McCarthy Bentson
John Patrick Jessup
Anna Schaefer
Blaine Thomas Hancock
Susan Laura Winter
JAMES MATTHEW SHIELDS
Matteo Baker
Zachary Derek Burgess
Ricardo Ortega
Amelia Elizabeth Reback
Regina Ann Hall
Randy Mossa
Lorna G. Rein
Scott Milani
CHRISTOPHER EDWARD KOLKER
Stephen Joseph Murphy
SHEA AHREN WINKELLER
JAMES BAKER PETERS
RYAN MICHAEL COOK
TIMOTHY OWINGS WATERS
BRIAN TIMOTHY STARK
DEREK NATHAN EICHENWALD
CORY PHILIP ROBINSON
GREGORY ROBERT SCHOWE
BRANDON CARL DRESPLING
BRENT EDMUND MCGIBBON
DANIEL LEHAN MAYER
JAMAR JOSEPH ANDERSON
DAVID BRIAN PATSTON
HERBERT WILLIAM MOLONEY
EMILY REBECCA NEUBERT
JONATHAN MATTHEW FUNG
BRADLEY THOMAS GADOMSKI
MARY ELIZABETH CONROY GRASSO
Joshua Scott Moreland
Austin Todd Hall
GREGORY ROBERT KADET
DARRELD RAY TURNER
MARK EDWARD JAMISON
JACOB R SHELDON
Austin Keith Lee

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