Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

The Millstone Evans Group, LLC financial advisors in Boulder, CO

Every SEC-registered investment adviser representative at a The Millstone Evans Group, LLC office in Boulder, A to Z.

5 registered advisors work at The Millstone Evans Group, LLC in Boulder, out of 7 at the firm nationwide; it ranks number 25 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

The Millstone Evans Group, LLC advisors in Boulder, A to Z

Every The Millstone Evans Group, LLC advisor →

The Millstone Evans Group, LLC advisors in every city and state →The Millstone Evans Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Millstone Evans Group, LLC advisors in other cities

Denver, CO 2

Other firms in Boulder

All Boulder advisors →

Wells Fargo Clearing Services, LLC 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 40LPL Financial LLC 29Morgan Stanley 18UBS Financial Services Inc. 17Bsw Wealth Partners 15Wells Fargo Advisors Financial Network, LLC 15Raymond James & Associates, Inc. 14Pathstone 12J.P. Morgan Securities LLC 11Charles Schwab & Co., Inc. 10Ameriprise Financial Services, LLC 9

Questions

How many financial advisors does The Millstone Evans Group, LLC have in Boulder?

5 investment adviser representatives are registered at The Millstone Evans Group, LLC offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is The Millstone Evans Group, LLC one of the largest advisor employers in Boulder?

The Millstone Evans Group, LLC ranks number 25 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.

How do I check a The Millstone Evans Group, LLC advisor in Boulder?

Each advisor below links to a profile with their registrations, exams, designations 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 The Millstone Evans Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.