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Best financial advisors in Sheridan, CO

Registered advisers within 25 miles of Sheridan, CO.

Offices
1,786
Firms
865
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,056 clients when Item 5C has a number
Avg / client
$7.06M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
SEQUENT PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STONE CREEK GROUP, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
LEH II MANAGEMENT LLC
LINCOLN ENERGY HOLDINGS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
LEXAURUM ADVISORS
REDHAWK WEALTH ADVISORS, INC.
GOLDEN CHAIN CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

WILLIAM FRANCIS CASSIDY
Eric Andrew Zemp
WAYNE ROY BELLINGER
JAMES CARROLL QUINN
KIMBERLY JO BROGANSMITH
JOHN MORGAN ROBB
Sean von Manowski
Andrew B. Cochran
Joel Dean Andrews
Benjamin Joel Andrews
Garet VanAntwerp Hickman
Jennifer Rolf
Benjamin Eggleston
RUBEN ROSAS
AYEESHA SALINAS
Brock Storfa
IAN ROBERT YARBERRY
EVONNE IANACONE RYAN
LAWRENCE ALEX NAZARENUS
BENJAMIN E. CASNER
JOHN TAYLOR OVERMYER

Within 25 miles of Sheridan, CO, Best Investors lists 865 registered investment advisory firms with 1,786 offices nearby, managing about $22.2T in combined regulatory AUM across 3,150,056 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 Sheridan

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