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Wealth Managers
Ranked by number of local employees
RANKCompany
No. employees
No. wealth managers
No. offices regionally
Assets under management locally
Holding company
Headquarters
E-mail
Website
Phone/Fax
Person in charge
Year founded
1
Edward Jones Investments
3760 E. 15th St., Suite 101A
Loveland, CO 80538
50
44
13
$107,060,476
Edward Jones & Co.
St. Louis
james.scott.wilson@edwardjones.com
www.edwardjones.com
970-669-6733/888-831-4120
Scott Wilson, Financial adviser, Regional leader
1871
2
UBS Financial Services Inc.
3711 JFK Parkway, Suite 410
Fort Collins, CO 80525
35
23
2
N/A
UBS
New Jersey
N/A
www.ubs.com/financialservicesinc
970-498-4000/970-498-4002
Saul Guice, Branch manager, Director
1879
3
Raymond James Financial Services
309 E. Mountain Ave., Suite 200
Fort Collins, CO 80524
32
20
10
N/A
Raymond James Financial Services
Florida
N/A
www.raymondjames.com
970-224-2193/970-224-2194
Jeffrey Dunn, Branch manager
1998

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