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Best financial advisors in Winter Park, CO

Registered advisers within 25 miles of Winter Park, CO.

Offices
7
Firms
5
Combined AUM
$2.99T
Firm-wide filings, not assets booked only here
Clients
586K
585,888 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

CHRISTINE M RAINES
ERIN KATE LARNEY THEMIG
STEVEN EDWARD HAUSER
LUKE E JOHNSON
Emily Margaret Trainor
Rebecca Elizabeth Glover
Ea Moulton
Lindsay Erickson
Bridget Hattingh
Patrick J Glackin
ARTHUR WARREN SPILLER
TOD BANE POTTER

Within 25 miles of Winter Park, CO, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $2.99T in combined regulatory AUM across 585,888 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 Winter Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM