Saturday, October 24, 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

Financial advisors in Grand Lake, CO

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

The short answer

3 registered advisors work in Grand Lake; the most are at Cambridge Investment Research Advisors, Inc. (1). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Grand Lake

FirmAdvisors in Grand Lake
Cambridge Investment Research Advisors, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Robinhood Asset Management news1

Advisors in Grand Lake, A to Z

Search all of Colorado →

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 Grand Lake, CO?

3 investment adviser representatives are registered at firm offices in Grand Lake, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Grand Lake?

Cambridge Investment Research Advisors, Inc., with 1 registered advisors in Grand Lake, followed by Raymond James Financial Services Advisors, Inc. with 1.

How do I check a financial advisor in Grand Lake?

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.