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Best financial advisors in Saguache, CO

Registered advisers within 50 miles of Saguache, CO.

Offices
12
Firms
9
Combined AUM
$1.43T
Firm-wide filings, not assets booked only here
Clients
36.5K
36,486 clients when Item 5C has a number
Avg / client
$39.1M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CAMBRIDGE FINANCIAL ADVISORS, LLC
MANDALA FINANCIAL ADVISORS LLC
SALIDA FINANCIAL ADVICE AND PLANNING
WHITMORE FINANCIAL PLANNING
SUMMIT GLOBAL INVESTMENTS, LLC
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

CHRISTINE ETHEL SHAHAN
Robert M McConnell
Joel E. Fay
ROBIN ANN BESS
MATTHEW ROBERT SNOW
JOHN WILLIAM MCGOWAN
Christopher Michael Muecke
Brad Allen O'Neal
DEBRA A WHITMORE
Michelle Elizabeth Roepke
Tyler Matthew Keck
Stephen Forrest Ogden
BOYD JEROD PEDERSON
SHARALEE ELIZABETH PEDERSON
GARY FRANCIS SHONDECK
PETER AMES KLINGSMITH

Within 50 miles of Saguache, CO, Best Investors lists 9 registered investment advisory firms with 12 offices nearby, managing about $1.43T in combined regulatory AUM across 36,486 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 Saguache

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM 5 SUMMIT GLOBAL INVESTMENTS, LLC 101 advisers $2.29B AUM 6 MANDALA FINANCIAL ADVISORS LLC 2 clients · 1 advisers $25.4M AUM 7 SALIDA FINANCIAL ADVICE AND PLANNING 21 clients · 1 advisers $16.3M AUM