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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greeley, CO

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

71 registered advisors work in Greeley; the most are at Edward Jones (18). 0 list the CFP designation and 68 are also registered broker representatives.

Firms with the most advisors in Greeley

FirmAdvisors in Greeley
Edward Jones news18
State Farm Investment Management Corp.9
LPL Financial LLC news6
UBS Financial Services Inc. news5
Raymond James Financial Services Advisors, Inc. news4
Stifel, Nicolaus & Company, Incorporated news4
Thrivent Investment Management Inc.3
Eves&Haines Wealth Management2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Pfs Investments Inc.2
Wealth Advisors Network, Inc.2
Ausdal Financial Partners, Inc.1
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Eagle Strategies LLC1
Farmers Asset Management, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
On Investment Management Co.1
Principal Securities, Inc.1
Strategic Advisers LLC1
United Planners' Financial Services Of America A Limited Partner1
Verity Asset Management1

Advisors in Greeley, A to Z

Search all of Colorado →

Other cities in Colorado

All of Colorado →

Denver 2,665Greenwood Village 1,996Colorado Springs 1,012Lone Tree 835Boulder 459Littleton 321Lakewood 308Fort Collins 304Centennial 254Englewood 242Aurora 185Highlands Ranch 165Parker 151Loveland 139Broomfield 131Westminster 129Castle Rock 117Golden 114Grand Junction 104Arvada 88Durango 86Louisville 77Longmont 74Glendale 67

Questions

How many financial advisors are in Greeley, CO?

71 investment adviser representatives are registered at firm offices in Greeley, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 68 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greeley?

Edward Jones, with 18 registered advisors in Greeley, followed by State Farm Investment Management Corp. with 9.

How do I check a financial advisor in Greeley?

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.