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Best financial advisors in Severance, CO

Registered advisers within 25 miles of Severance, CO.

Offices
290
Firms
101
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,736,175 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

ONEAMERICA SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
INNOSPHERE ADVISORS, INC.
ICI FUND II
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
COSNER FINANCIAL GROUP, LLC
BETTER POCKETS FINANCIAL
MISSION WEALTH MANAGEMENT, LP
UNIFY WEALTH MANAGEMENT LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ONE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
IHT WEALTH MANAGEMENT LLC
RESET FINANCIAL PLANNING LLC
UNITED CAPITAL FINANCIAL ADVISORS

Investors

JANICE MARIE FARIS
Michael Shobe
Jennifer Lynn Buford
Colton Joseph Turner
Lukas Allen Cheever
Kenneth Craig Kramer
RYAN PATRICK COSNER
Austin Gene Kelly
JOSHUA WADE NEWELL
Clinton Harley Edgar
Steven RENE Munoz
Peter Mark Ahrens
DAVID CHARLES FRY
STEPHANIE KIMAK
Cindi Lynelle Williams
THEODORE JOSE VELASQUEZ
MICHELLE PINNER PATELLO
Roger Lee Olson
JOHN DOUGLAS CLAGETT
KRISTINE J CLAGETT
BRADFORD RICHARD KIDD
Laura Lynn Snodgrass
Gabriel J Smith
Alexis Kayn Cousins
Randall Reed Johnson
KIRA LYN ADUDDELL
SARA JEAN ZUCKERMAN
QUINN MATTHEW MCELWEE
DAVID ISAAC ESSAY
CHRISTOPHER VILLEGAS
KRISTIN HOWE
JACK ANDREW WEISENBACH

Within 25 miles of Severance, CO, Best Investors lists 101 registered investment advisory firms with 290 offices nearby, managing about $13.0T in combined regulatory AUM across 2,736,175 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 Severance

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM