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Best financial advisors in Silver Plume, CO

Registered advisers within 25 miles of Silver Plume, CO.

Offices
12
Firms
10
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,541,761 clients when Item 5C has a number
Avg / client
$1.95M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WESTERN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
ZIDEL FINANCIAL INC.
PYN WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Lindsay Erickson
Bridget Hattingh
Patrick J Glackin
ARTHUR WARREN SPILLER
ALEDA SEDGWICK KRESGE
KRISTA L KIRBY
Ian Donovan
BEN THOMAS IGOU
Mason Thomas Burnside
Jack Mishler
CHRISTINE M RAINES
ERIN KATE LARNEY THEMIG
DOUGLAS IRA ZIDEL
Andria Renee Pyn
Robin Lee Drabant
Ona Crow
STEVEN EDWARD HAUSER
LUKE E JOHNSON

Within 25 miles of Silver Plume, CO, Best Investors lists 10 registered investment advisory firms with 12 offices nearby, managing about $3.01T in combined regulatory AUM across 1,541,761 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 Silver Plume

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 WESTERN WEALTH MANAGEMENT LLC 39 clients · 107 advisers $5.36B AUM 8 ZIDEL FINANCIAL INC. 1 advisers $160M AUM