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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Umb Financial Services, Inc. financial advisors in Denver, CO

Every SEC-registered investment adviser representative at a Umb Financial Services, Inc. office in Denver, A to Z.

The short answer

3 registered advisors work at Umb Financial Services, Inc. in Denver, out of 37 at the firm nationwide; it ranks number 136 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Umb Financial Services, Inc. advisors in Denver, A to Z

Every Umb Financial Services, Inc. advisor →

Umb Financial Services, Inc. advisors in every city and state →Umb Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Umb Financial Services, Inc. advisors in other cities

Kansas City, MO 9Overland Park, KS 9St. Louis, MO 3Phoenix, AZ 2Albuquerque, NM 1Allentown, PA 1Belleville, IL 1Blue Springs, MO 1Dallas, TX 1Dubuque, IA 1Kansas City, KS 1Leawood, KS 1Madison, WI 1Monroe, WI 1Schnecksville, PA 1

Other firms in Denver

All Denver advisors →

Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32

Questions

How many financial advisors does Umb Financial Services, Inc. have in Denver?

3 investment adviser representatives are registered at Umb Financial Services, Inc. offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Umb Financial Services, Inc. one of the largest advisor employers in Denver?

Umb Financial Services, Inc. ranks number 136 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.

How do I check a Umb Financial Services, Inc. advisor in Denver?

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 Umb Financial Services, Inc. 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.