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Best financial advisors in Windsor, CO

Registered advisers within 25 miles of Windsor, CO.

Offices
340
Firms
114
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,737,700 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
RBC CAPITAL MARKETS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
THEORY FINANCIAL
FRUITAGE FINANCIAL LLC

Investors

RYAN MICHAEL BEHM
Konrad Davis Korth
DOUGLAS WILLIAM O'CONNELL
ROBERT JAY SCHMIDT
Karis Schneider
JASON P BURKETT
BRANDON J GORSKY
NICOLE ROWE
KYLE R DANFORD
Austin Jeffrey Schuler
Karla Rose Boor
LANCE PRESTON CROSSETT
ANDREW JAMES MOORE
CYNTHIA ANN MOTIFF
JEREMY MICHAEL PLISKO
ALIXANDRA THERESE Beaman
CASH ALAN FREEMAN
SCOTT TILTON BAKER
DONALD ROBERT BAKER
JASON ANDREW JONES
CORY RICHARD KOZISEK
TAYLOR B RHOADES
Kelli Olsheski
Matthew P Voelker
Eric Alvarado
Gabriel Khale Mecham
Danielle Nicole Flores
Brien Holt Mattingly
Rachael M Russell
Jana McGregor Binkley
Joseph Morrongiello
CHRISTINA MARIE ABBEY
Joseph M. Jelinek
CRAIG MICHAEL ELLIS
Michael Shobe
BRADLEY N EADS
MATTHEW EDWARD PHILLIPS
Jacob Gregory Gerk
Stephen Harms
ROMAN ALFREDO HUBBARD
JACOB LEE POTTORFF
Zachary Eastman
Timothy Michael Brennan
JAMES RYAN MUFF
JERI COLLEEN JENSEN
Blake Allen Dale Ealum
MAX JAMES VEZZANI
GUY CULLEN HUFFMAN
AUSTIN SHINN
Jonathan M Morado
Brendon Steven McBride
Mary Miller
KRISTINA MARIE MEYERS
Chloe Bartels
Cassandra Anwen Fazio
James Fazio
THOMAS G BRAUN
CHARLES LELAND NEDELE
RYAN CHARLES STOUT
JAMES SLAYTON KING
JEFFREY NEAL MCWHORTER

Within 25 miles of Windsor, CO, Best Investors lists 114 registered investment advisory firms with 340 offices nearby, managing about $13.5T in combined regulatory AUM across 2,737,700 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 Windsor

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM