Best Investors Account Sign in

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

PLANPILOT
TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
HIGHLANDS ASSET MANAGEMENT, INC.
HINCHLEY ADVISORY GROUP, LLC
PALLER FINANCIAL SERVICES, INC.
OSAIC ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE AMERIFLEX GROUP
LPL FINANCIAL LLC
CALEDONIA WEALTH MANAGEMENT, LTD.
KINGFISHER INVESTMENT ADVISORS, LLC
GREEN ALPHA INVESTMENTS
EDWARD JONES
LPL ENTERPRISE, LLC

Investors

GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON
MICHAEL D HESS
ZHICHENG RUI
Cameron V Berry
STEVEN IRA Warshawsky
Venessa Daye Rodriguez
Peter Leeman Dickson
GEORGE WILLIAM Verbrugge
Rodney Eugene Clark
BENJAMIN JOHN YORK
GRACE MEINA CHEN
SEAN M BAZEWICZ
GIANMARCO BROCK CACCIAMATTA
Deanna Rene Lewis
Mark J Frank
Brennen Michael Hess
Joseph Anthony Whitcomb
PHILLIP VERN LOBATO
NATHANIEL JAMES Dickson
JODI BROWN
Daniel Lanskey
Omkar Shinde
Nathan Schroeder
Mark Alan Gaylord
Kevin Forrest Brunkow
Mardochee Mbambi Mafuana
ANGELICA R WALTER
Elizabeth Eleanor Allam
IAN DOUGLAS MACCLURE
ANTHONY JAY MAGALONG
Benjamin Roger Gilmore
David Daniel Paulino
Alec Warren Grumet
BRUCE DONALD HINCHLEY
MARK RANDALL PALLER
Jennifer McElderry
Jamison White
MARK RICHARD MOGLE
KEVIN GLEN WARD
WILLIAM Lawrence KESSEL
Joseph Bradford Harris
STEPHANIE KRISTINE CARR
TAD MICHAEL LYLE
DUSTIN DAVID CARR
JOHN MORRIS
STEPHEN ROLAND BRUBAKER
JENNIFER ELIZABETH KAST
Brian James Brubaker
JAMES ROLAND BRUBAKER
MICAH STRODE
CHRIS PATRICK EISSINGER
TIMOTHY GEORGE THOROLD BARNETT
DAVID GREGG MCMILLAN
David Arthur Cooper
Madison Elizabeth Woodham
Tammy Ann Nitzsche
RAYMOND ARTHUR DAHLMAN
Michael Anthony Truskowski
Philipp Ponomarev
Wyatt Bohren
Edward Andrew Johnson
GEORGE ERWIN CAULKINS
CHRISTOPHER MICHAEL ALEXANDER
THEODORE MANZANARES
Elizabeth Michelle Walker-Sadler
Bruce Fike
KENT RICHARD ENGEL
Joseph Edward Weintraub
MARTIN BENZ
Tyler Adams
JAMES LAFEMINA
Brandon Christian Shaw
EDWARD CEYLON HAIBT
Bon Myeon Koo
Timothy M Weishaar
Tyler Franks
Kyle Wong

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