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Best financial advisors in Roxborough, CO

Registered advisers within 25 miles of Roxborough, CO.

Offices
1,622
Firms
815
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,112 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

RESOLUTE CAPITAL ASSET PARTNERS LLC
HARRISON STREET PRIVATE WEALTH LLC
KELLY INTELLIGENCE
G&S CAPITAL LLC
LOUIS HENRY WEALTH MANAGEMENT LLC
LARIAT WEALTH MANAGEMENT
EDWARD JONES
CLARUS WEALTH ADVISORS, LLC
AVODAH CAPITAL GROUP, LLC
FIDUCIARY CONSULTING GROUP
LARSON FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
SUNFLOWER WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEVENBRIDGE FINANCIAL GROUP, LLC

Investors

JUSTIN LLOYD SOUCIE
APRIL HORACE
LOUIS WATERS HARRIS
RYAN BUCKLEY WILLIAMS
Scott A. Jensen
GREGORY STONE BROWN
BRADLEY EDWARD NOLAND
MAIA ANDREA BABBS
Jeffrey Richard Stotler
David Wood
Jacob Andrew Lauer
KATHERINE ANN FORTNA
Donald Benjamin Moenning
Angel Marie Kelchen
Karen M Robinson
PATRICK J SMITH
Timothy Michael Buckley
Sean M Waters
RYAN PAUL MURPHY
Lindsey C Levison
Rahman A Khatir
ERICA Michelle RUGE
Joshua C Hasskamp
Ericka J Skeldon
Stuart G Thomas
Madison Alexander Parr
Joel E Dean
Jefferson D Chalk
Frederick A Stewart
Matthew Ross Lavoie
Kathleen Santiago
Bryan T Schmitt
CRAIG STUART JOHLFS
BRITTANY MARIE DEAN
ERIC WILLIAM HAINES
Trevor Adam Holen
CAMERON BRYCE FRAKER
ANNE MARIE PERRY
Michael Atticus Berens
ERIC MICHAEL MICHELI
NATHAN SCHEIBEL
STEVEN THOMAS SHERMAN
David J Elliott
KOREN LOUISE VINING
CHAD MICHAEL ALEVRAS
DEREK HALE SEVIER
DARREN VAN COTT
ANN SPEER
ANDREW HOYSICK
CHASE RYAN RODINE
JAMES DAVID HOYSICK
Brandon Thomas Speer
WILLIAM JAY NADLER
JAMES LEON SMITH
DAWN CHERIE VIELLIEUX
CHRISTOPHER GREGORY DELONG
EDWARD SCOTT ROSENBERG
Ryan Miller
Judith A Ritchie
Colin McGlynn
CHARLES RONALD EBERLY
JUSTIN FERRACCIO
ELENA DEBORA CUMBERBATCH-LYNCH

Within 25 miles of Roxborough, CO, Best Investors lists 815 registered investment advisory firms with 1,622 offices nearby, managing about $22.2T in combined regulatory AUM across 3,149,112 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 Roxborough

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