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Best financial advisors in Twin Lakes, CO

Registered advisers within 25 miles of Twin Lakes, CO.

Offices
15
Firms
15
Combined AUM
$3.32T
Firm-wide filings, not assets booked only here
Clients
435K
434,849 clients when Item 5C has a number
Avg / client
$7.64M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
OBERMEYER WEALTH PARTNERS
PCM ENCORE, LLC
FAR VIEW CAPITAL MANAGEMENT, LLC
CAFFEINATED CAPITAL MANAGEMENT, LLC
GATEMORE
FOUNDATIONS INVESTMENT ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
ASHTON THOMAS SECURITIES, LLC
INTEGRATED BENEFITS, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STEVENSON ADVISORS, LLC
INFINITE VENTURE MANAGER X, LLC

Investors

Kevin Eugene Kenny
Owen Thomas Wilson
Caroline Barns Duke
ROGER DAVID HENNEFELD
ALEXANDRA FLYNN PHILLIPS
BRET ROSENSWEIG HIRSH
NICHOLAS SEBASTIAN BARNES
BROOKE Gais
Brian Sheehan Brady
Ryan John Collopy
MAYA DAMMEN
Matthew James Popish
William Kineo Gorman
ADAM MAXWELL SAVIN
DANA LYN NIGHTINGALE
HAYDEN MERRICK PORTER
Kim Evette Brown
JOHN JOSEPH GAVIN III
Lily Haili Zhang
JACHIN ZANE VERCHER
Michael James Paulus
Samuel Levi Rice
Logan Thomas Stelzner
ANDREW HAVEMEYER GODFREY
JAMES FIRTH DOWLEY
Scott ROGER Mercier
BRIAN E OVERBO
MAXWELL A RISPOLI
Olivia Major
Allison J Gerrie
MICHAEL TIMOTHY ESTABROOK
Zachary E Mobilian
DONNA M DI IANNI
Jeffrey Lewis Brady
CHRISTOPHER RICHARDS SABELLA
Charles C. Smith
JODY ANN SWAPP
SARAH KATHERINE STACHNIK
Jeffrey Allan Sgroi
ADAM STEVENSON

Within 25 miles of Twin Lakes, CO, Best Investors lists 15 registered investment advisory firms with 15 offices nearby, managing about $3.32T in combined regulatory AUM across 434,849 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 Twin Lakes

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 FOUNDATIONS INVESTMENT ADVISORS LLC 323 advisers $10.1B AUM 7 OBERMEYER WEALTH PARTNERS 18 advisers $3.03B AUM 8 PCM ENCORE, LLC 11 advisers $1.94B AUM