Best Investors Account Sign in

Best financial advisors in Timnath, CO

Registered advisers within 25 miles of Timnath, CO.

Offices
306
Firms
107
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,752,830 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

JSI MANAGER LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
PRINCIPAL SECURITIES, INC.
OSAIC WEALTH, INC.
THEORY FINANCIAL
FRUITAGE FINANCIAL LLC

Investors

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
JERI COLLEEN JENSEN
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
Joseph M. Jelinek
CRAIG MICHAEL ELLIS
Michael Shobe
BRADLEY N EADS
MATTHEW EDWARD PHILLIPS
Jacob Gregory Gerk
Stephen Harms
ROMAN ALFREDO HUBBARD
JACOB LEE POTTORFF
Zachary Eastman
Timothy Michael Brennan
JAMES RYAN MUFF
Blake Allen Dale Ealum
MAX JAMES VEZZANI
GUY CULLEN HUFFMAN
AUSTIN SHINN
Jonathan M Morado
KRISTINA MARIE MEYERS
Chloe Bartels
Cassandra Anwen Fazio
James Fazio
Katherine Laine Porter
STEPHEN MICHAEL LAINE
DOUGLAS WILLIAM O'CONNELL
ROBERT JAY SCHMIDT
Brendon Steven McBride
Mary Miller
THOMAS G BRAUN
CHARLES LELAND NEDELE
RYAN CHARLES STOUT
JAMES SLAYTON KING
JEFFREY NEAL MCWHORTER

Within 25 miles of Timnath, CO, Best Investors lists 107 registered investment advisory firms with 306 offices nearby, managing about $13.2T in combined regulatory AUM across 2,752,830 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 Timnath

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