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Best financial advisors in Denver, NC

Registered advisers within 25 miles of Denver, NC.

Offices
666
Firms
241
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,378,615 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

MATSON MONEY, INC.
EDWARD JONES
LPL FINANCIAL LLC
INTEGRATED FINANCIAL STRATEGIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
SOUTHEAST INVESTMENTS, N.C., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
SOUND INCOME STRATEGIES, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.

Investors

KEITH ERIC LAIBSON
Michael John Hanzlik
Marshall Ward
Jeffrey D Hartsock
MARK TEAGUE
Loretta LeRay Gifford
Joel D Matthews
KENNETH Wayne MILLER
PHILIP CHARLES MILLER
ALEXANDER WILLIAMSON
John V O'Connor
Michael Gerard Schmidt
JOSHUA ROSCOE SOUTH
ROMAN CARID RAIES
Natasha Rufino Da Silva
IRENE STORY CHANDLER
JASON CHAD HOLT
Wesley A. Billings
DEANNA LYNN STREAN
DAVID LEE SRULEVITCH
Daniel Kenneth Brackett
Janet Herdman Dukes
LESLIE KASSANDRA ORTIZ-QUIROZ
EDWARD CLYMER BARNARD
ROGER THERON MCDONALD
MARK STEPHEN BOYNTON JR
Zachary Michael Bolling

Within 25 miles of Denver, NC, Best Investors lists 241 registered investment advisory firms with 666 offices nearby, managing about $18.5T in combined regulatory AUM across 3,378,615 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 Denver

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM