Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Basalt, CO
Every SEC-registered investment adviser representative at a firm office in Basalt, with the firms that employ the most of them.
18 registered advisors work in Basalt; the most are at Ryan Investments (3). 3 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Basalt
| Firm | Advisors in Basalt |
|---|---|
| Ryan Investments | 3 |
| Edward Jones news | 2 |
| Finesse Funds, LLC | 2 |
| Flagstone Financial Advisors, Inc. | 2 |
| D.B. Root & Company, LLC | 1 |
| Invicta Advisors LLC | 1 |
| LPL Financial LLC news | 1 |
| PNC Wealth Management LLC | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Sherwood Wealth Management | 1 |
| State Farm Investment Management Corp. | 1 |
| Tcfg Investment Advisors, LLC | 1 |
| Western Wealth Management LLC | 1 |
Advisors in Basalt, A to Z
CFP advisors in Basalt →- Russell A. AndrewsTcfg Investment Advisors, LLC
- Michael J. AroestyD.B. Root & Company, LLC · Certified Financial Planner
- Daniel J. ChaputLPL Financial LLC
- Erika T. CorbinEdward Jones
- Andrea N. GuruleState Farm Investment Management Corp.
- Nathaniel L. KaupRyan Investments · Chartered Financial Analyst
- Kevin E. KennyPNC Wealth Management LLC
- Martin KnousFlagstone Financial Advisors, Inc. · Certified Financial Planner
- Steven C. KnousFlagstone Financial Advisors, Inc. · Personal Financial Specialist
- Eli LavaudeFinesse Funds, LLC
- Brian R. LittlejohnSherwood Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Catherine J. Oliver-AllenInvicta Advisors LLC
- Matthew A. OwingsRyan Investments
- Katherine PrestonWestern Wealth Management LLC
- Kenneth B. RansfordFinesse Funds, LLC
- Christopher S. RyanRyan Investments · Chartered Financial Analyst
- Colleen M. WalshRaymond James Financial Services Advisors, Inc.
- Eric R. WisemanEdward Jones
Other cities in Colorado
All of Colorado →Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Fort Collins 299Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65
Questions
How many financial advisors are in Basalt, CO?
18 investment adviser representatives are registered at firm offices in Basalt, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Basalt?
Ryan Investments, with 3 registered advisors in Basalt, followed by Edward Jones with 2.
How do I check a financial advisor in Basalt?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.