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Best financial advisors in Westminster, CO

Registered advisers within 25 miles of Westminster, CO.

Offices
1,958
Firms
934
Combined AUM
$22.5T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,320,397 clients when Item 5C has a number
Avg / client
$6.77M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
ACCESS VENTURE PARTNERS
THE HUNTINGTON INVESTMENT COMPANY
ASPEN WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
HORACE MANN INVESTORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTHPLAN PARTNERS
OSAIC INSTITUTIONS, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
SUMMIT GLOBAL INVESTMENTS, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Molly Flynn McGill
MICHAEL R. FRIE
ERIC LEE JOHNSON
Dwight Steward
Soo Lee
KELLIE G BEIERS
CADE NATHANIEL HENGEL
Blake Wilson
ANDY DON MCCLAFLIN
AMBER KELLY ANDERSON
STEPHANIE C. MCELHENY
ERICA ROSARIO FULTON
KENDRA RAE JOHNSON
BENJAMIN DISALLE
ROBERT MICHAEL MALONE
Matthew Gerard Simmons
Amy Ki Rosenberg
Kim Alyce Sun Winn
FRED ALLEN WAGNER
ROGER DEVENEY DAEL
JASON MICHAEL POTT
CHARLES EDWARD PRATHER
LAURA ANNE SAUNDERS
STEPHANIE E. GUDKA
Jake Mitchell Locker
KYLE DAVID MCGRATH
REED ARMSTRONG MEYER
OLEG METSAEV
Francis P Lowery
Jennifer Marie Sheldon
James Lewis Mosley
ZACHARY ROBERT MILLER

Within 25 miles of Westminster, CO, Best Investors lists 934 registered investment advisory firms with 1,958 offices nearby, managing about $22.5T in combined regulatory AUM across 3,320,397 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 Westminster

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