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Best financial advisors in Steamboat, CO

Registered advisers within 25 miles of Steamboat, CO.

Offices
18
Firms
12
Combined AUM
$3.91T
Firm-wide filings, not assets booked only here
Clients
274K
273,832 clients when Item 5C has a number
Avg / client
$14.3M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OBERMEYER WEALTH PARTNERS
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
CALLAHAN CAPITAL MANAGEMENT
PROPOLIS CAPITAL MANAGEMENT
MICA CREEK CAPITAL LLC
DEER PARK ROAD MANAGEMENT COMPANY, LP
UBS FINANCIAL SERVICES INC.

Investors

DEBORAH ANN ARAGON
Jessica Anne Koppe
Matthew David Ladley
JOSEPH STONE
Stephen Michael Zarlengo
Amelia Shoko Carlson
Brayden Martin Jerde
JOHN DEMETRIUS POUGIALES
DANIEL ALLEN STURGES
DYLAN JOHN ERHART
SELINA HEINTZ
LAURA STURGES CUSENBARY
AARON SCOTT COLBY
DAVID BRUCE SHEPARD
John D McCollum
HAROLD WALTER KIRSCHNER
PETER CHARLES JOHNSON
Blair Hudson Labaree
David Wayne Lamb
Erin Newlin
BRIDGET BOEHM
STEVEN PHILIP SOUTHWORTH
MELANIE SUN MCDANIEL
DONALD J HAUBERT
Christopher Clayton Puckett
Cole Christopher Puckett
Felipe Roberto Guzman
MICHAEL PATRICK MCLARNEY
PATRICK RYAN MCCULLER

Within 25 miles of Steamboat, CO, Best Investors lists 12 registered investment advisory firms with 18 offices nearby, managing about $3.91T in combined regulatory AUM across 273,832 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 Steamboat

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 DEER PARK ROAD MANAGEMENT COMPANY, LP $3.52B AUM