Best Investors Account Sign in

Best financial advisors in Welby, CO

Registered advisers within 25 miles of Welby, CO.

Offices
1,930
Firms
921
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,814 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
FORTIFIED WEALTH STRATEGIES, INC.
AURORA ARCHIPELAGO INC
APEX FINANCIAL LTD
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
GEOMETRY RESEARCH MANAGER, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC

Investors

JENNIFER KOONZ TREMBLEY
MATTHEW STEPHEN MONKS
WAYNE ROBERT VERITY
ADAM JASON STRICKMAN
Jackson Anthony Vance
Saleem A Aldawoodi
Daniel Vincent Herda
Brian Roskamp
Damon Bonelli
DAVID RUBIN
Svitlana Murtha
JOHN EDWARD VENABLE
Jacob Ryan Rueter
Monica Lourdes Marquez
JOSEPH PETER MICHALSKI
Nicholas Muti
Jacob Wilson
Cathy Anne Maestas
JASON ANTHONY WOODARD
ADAM PAUL BIRD
Logan Daniel Snodderly
DAVID MICHAEL CHOURY
TRACY LYNNE SKINNER
JEFFREY DEAN SCHUCHARD
SAMANTHA JANE HEDBERG
Ryan Michael Walker
Jadan Orgeron
Cory Lange
TODD ALAN JEFFCOAT
MICHAEL JOHN MARTIN
GABRIEL DIBILDOX
RACHAEL S CHRISTENSEN

Within 25 miles of Welby, CO, Best Investors lists 921 registered investment advisory firms with 1,930 offices nearby, managing about $22.3T in combined regulatory AUM across 3,148,814 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 Welby

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