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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

CONCURRENT INVESTMENT ADVISORS, LLC
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
D.R. JONES CAPITAL MANAGEMENT, LLC
ACCESS VENTURE PARTNERS
EDWARD JONES
FRIEND FINANCIAL GROUP INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ACE WEALTH PARTNERS, LLC
ATLAS LIFESTYLE PLANNING GROUP LLC
WEALTH WATCH ADVISORS, INC
WORTH ADVISORS
TOWNSEND
ALIGN FINANCIAL SERVICES

Investors

MICHAEL JOSEPH VALENTA
BRANDT PHILLIP BURNS
Savannah Chacon
Zachary Robert Rhodes
JOHN ANTHONY ROCKEMAN
MICHELLE LEE BURNS
Michael J Pollard
Adam A Allgaier
Parker Brandt Balstad
Narvel Isaia Casas
John Robert Strunc
JASON RANDOLPH SAUL
Taylor Elizabeth Schuerman
CONNER SCOTT MURRAY
RYAN MICHAEL BUFFONE
Ryan Matthew Keeran
Shawn Faurote
Nathan Friend
JUSTIN M. DEUTSCHMANN
Matthew T Watson
Dana L. Wozniak
AMY MICHELLE LATVALA
KEVIN JOHN MCNAB
MICHAEL JON ABBATE
Troy Earl Reeder
Donald Robert Jaramillo
James Richard Jacobson
Nicholas R Langreck
JASON MICHAEL MONG
JOHN PATRICK LYNCH
GREG ERIC GRAHAM
SHAWN ROBERT KELLY
Tyler Hentges
JEFFERY EDWARD TOWNSEND
JONATHAN DAVID-ROCKWELL AMICK
Robin Adalia Carlin
JOHN ROBERT GOLTERMANN
DREW MCKINLEY HAYWORTH
RICHARD CHARLES HARRISON
David Joseph Francis
Kaitlin Elizabeth Bell
MARK JASON BOSLEY
ANDREW WAYNE HANNA
Steven Kent Carlisle
THERESA LYNN THOMAS
Antwann Holmes
Scott Conway
TIFFANY ANNA BROWN
MARK EDWARD THOMAS
Brian joseph finan
Brett Finan

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