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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Erie, CO

Every SEC-registered investment adviser representative at a firm office in Erie, with the firms that employ the most of them.

35 registered advisors work in Erie; the most are at Edward Jones (8). 11 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Erie

FirmAdvisors in Erie
Edward Jones news8
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Genera Wealth2
Hinman Financial Planning, Inc.2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Sharper Image Financial Services, LLC2
Strategic Advisers LLC2
Allspring Funds Management, LLC1
Ameriprise Financial Services, LLC news1
Cetera Planning Partners news1
Charles Schwab & Co., Inc. news1
Compound Planning, Inc.1
Empower Advisory Group, LLC1
Raymond James Financial Services Advisors, Inc. news1
Rocky Mountain Financial Solutions Inc.1
State Farm Investment Management Corp.1
Stubbs Investments, LLC1
Swales Financial LLC1
U.S. Bancorp Advisors, LLC1
Wells Fargo Advisors Financial Network, LLC news1
Western Wealth Management LLC1

Advisors in Erie, A to Z

CFP advisors in Erie →

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 Erie, CO?

35 investment adviser representatives are registered at firm offices in Erie, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Erie?

Edward Jones, with 8 registered advisors in Erie, followed by Cambridge Investment Research Advisors, Inc. with 2.

How do I check a financial advisor in Erie?

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.