Best Investors Account Sign in

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

LPL FINANCIAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
GROWSTRONG WEALTH STRATEGIES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RBC CAPITAL MARKETS, LLC
ASPEN CREEK WEALTH MANAGEMENT, LLC
OTIUM WEALTH MANAGEMENT

Investors

JEFFREY NEAL MCWHORTER
ADAM ROBERT BOTT
MARK DAVID DEBORD
Brendon Steven McBride
Mary Miller
Craig Connett Leonard
Shane Michael Richendifer
Joseph M. Jelinek
CRAIG MICHAEL ELLIS
Michael Shobe
JASON ANDREW JONES
CORY RICHARD KOZISEK
TAYLOR B RHOADES
Kelli Olsheski
Matthew P Voelker
Eric Alvarado
Gabriel Khale Mecham
Danielle Nicole Flores
Brien Holt Mattingly
Rachael M Russell
Jana McGregor Binkley
Joseph Morrongiello
CHRISTINA MARIE ABBEY
JAMES RYAN MUFF
BRADLEY N EADS
MATTHEW EDWARD PHILLIPS
Jacob Gregory Gerk
Stephen Harms
ROMAN ALFREDO HUBBARD
JACOB LEE POTTORFF
Zachary Eastman
Timothy Michael Brennan
Timothy Jordan Wenger
CHERYL LYNN KING
CLAYTON JON OLSON
ERIK DOUGLAS UTZINGER
GINA MARIE WAITE
Genesis Elise Vlcek
Karis Schneider
JASON P BURKETT
BRANDON J GORSKY
NICOLE ROWE
KYLE R DANFORD
Austin Jeffrey Schuler
Karla Rose Boor
LANCE PRESTON CROSSETT
ANDREW JAMES MOORE
CYNTHIA ANN MOTIFF
JEREMY MICHAEL PLISKO
ALIXANDRA THERESE Beaman
CASH ALAN FREEMAN
SCOTT TILTON BAKER
DONALD ROBERT BAKER
Jodie Yong-Le Rollins Blair
Lynn Marie Rollins
KYLE Gregory ANDERSON
RODNEY KENT WILSON
JAMES PAUL WERTZ
Jared Dull

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