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Best financial advisors in Watkins, CO

Registered advisers within 25 miles of Watkins, CO.

Offices
1,363
Firms
747
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,147,834 clients when Item 5C has a number
Avg / client
$7.02M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
IDEAL FINANCE LTD
EDWARD JONES
LPL FINANCIAL LLC
TRINITY WEALTH
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LOOMIS, SAYLES & COMPANY, L.P.
CU HEALTHCARE INNOVATION MANAGEMENT, LLC

Investors

LANCE VINCENT GROTHE
Cyprus T. Williams
MILO A PARK
TONYA MARIE HARPER
JASON A HART
PATRICK MICHAEL CONAWAY
SCOTT BENJAMIN UNDERWOOD
David G Bartfeld
Marcus Jason Sanchez
Timothy Daniel Urbine
STEVEN ANTHONY VANSKY
DENISE ANITA SMITH
Jackson William Blake
CRAIG ALAN STAVELY
REGINA REESE TATE
ROBERT DAWN ROBINETTE
MARK EUGENE DIETZ
Elizabeth Jean Micallef
MATTHEW A CARVER
COREY VICTOR FRENDBERG
CASSANDRA CARDWELL
KIM ALAN CARVER
ANTHONY LOPEZ
NEIL JOHN MCKENNA

Within 25 miles of Watkins, CO, Best Investors lists 747 registered investment advisory firms with 1,363 offices nearby, managing about $22.1T in combined regulatory AUM across 3,147,834 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 Watkins

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