Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Edwards, CO
Every SEC-registered investment adviser representative at a firm office in Edwards, with the firms that employ the most of them.
The short answer
16 registered advisors work in Edwards; the most are at Western Wealth Management LLC (4). 4 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Edwards
| Firm | Advisors in Edwards |
|---|---|
| Western Wealth Management LLC | 4 |
| Berthel, Fisher & Company Financial Services, Inc. | 2 |
| Bfc Planning, Inc. | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Commonwealth Financial Network news | 1 |
| Edward Jones news | 1 |
| Empower Advisory Group, LLC | 1 |
| Jcm3 Asset Management, LLC | 1 |
| Mai Capital Management, LLC | 1 |
| PNC Wealth Management LLC | 1 |
| Rise Up Planning, LLC | 1 |
| Wells Fargo Advisors Financial Network, LLC news | 1 |
Advisors in Edwards, A to Z
CFP advisors in Edwards →- Jonathan BersteinWells Fargo Advisors Financial Network, LLC
- Benjamin R. BuhrowEmpower Advisory Group, LLC
- Gregg CohenMai Capital Management, LLC
- Paul A. GirardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stuart J. GreenWestern Wealth Management LLC · Certified Financial Planner
- Bryan O. HickelCommonwealth Financial Network
- Fraser M. HornBerthel, Fisher & Company Financial Services, Inc.
- Dudley M. Irwin IIBerthel, Fisher & Company Financial Services, Inc.
- Brian D. KingshillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward KowalewskiPNC Wealth Management LLC
- Jeremy L. LeporeEdward Jones
- Kathryn A. LizotteWestern Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- William D. MakoWestern Wealth Management LLC
- Michelle L. MartinezRise Up Planning, LLC · Certified Financial Planner
- John C. Maxwell IIIJcm3 Asset Management, LLC · Chartered Financial Analyst
- Tracy R. TutagWestern Wealth Management LLC · Certified Financial Planner
Other cities in Colorado
All of Colorado →Denver 2,543Greenwood Village 1,911Colorado Springs 965Lone Tree 746Boulder 430Littleton 307Lakewood 294Fort Collins 293Centennial 239Englewood 229Aurora 178Highlands Ranch 157Parker 142Loveland 136Broomfield 126Westminster 123Golden 110Castle Rock 107Grand Junction 97Arvada 85Durango 79Louisville 76Longmont 69Greeley 67
Questions
How many financial advisors are in Edwards, CO?
16 investment adviser representatives are registered at firm offices in Edwards, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Edwards?
Western Wealth Management LLC, with 4 registered advisors in Edwards, followed by Berthel, Fisher & Company Financial Services, Inc. with 2.
How do I check a financial advisor in Edwards?
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.