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Best financial advisors in Wheat Ridge, CO

Registered advisers within 25 miles of Wheat Ridge, CO.

Offices
1,909
Firms
918
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

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
ASPEN WEALTH STRATEGIES, LLC
VASCORP WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
CWM, LLC
J.P. MORGAN SECURITIES LLC
THE HUNTINGTON INVESTMENT COMPANY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC

Investors

Clifford Louis Carpenter
Zachary Paul Davis
Benjamin Hewitt
ERICA ROSARIO FULTON
KELLIE G BEIERS
CADE NATHANIEL HENGEL
Blake Wilson
ANDY DON MCCLAFLIN
AMBER KELLY ANDERSON
STEPHANIE C. MCELHENY
PERRY JON VASQUEZ
Molly Flynn McGill
LEANN CANTY
MICHAEL R. FRIE
ERIC LEE JOHNSON
Dwight Steward
JAMIE NICOLE DECARLO
Stephen Thomas Bogosian
THEODORE JAMES SWENSON
THOMAS PATRICK VALDEZ
David Lloyd Sprague
James Lewis Mosley
DANIEL PATRICK CALLAGHAN
AMY KRISTINE KING
Soo Lee
Michael Andrew Countryman
JACOB M HEEREN
OLEG METSAEV
Francis P Lowery

Within 25 miles of Wheat Ridge, CO, Best Investors lists 918 registered investment advisory firms with 1,909 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 Wheat Ridge

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