Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lafayette, CO

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

30 registered advisors work in Lafayette; the most are at Edward Jones (9). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Lafayette

FirmAdvisors in Lafayette
Edward Jones news9
State Farm Investment Management Corp.3
Strategic Advisers LLC3
LPL Financial LLC news2
Abby Kovach Financial Planning, LLC1
Aeom Investments, LLC1
Beacon Global Advisor Network, LLC1
Boulder Canyon Financial1
Compound Planning, Inc.1
Lunsford Financial Planning, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Raymond James Financial Services Advisors, Inc. news1
UBS Financial Services Inc. news1
Wealth Iq1
Winding Trail Financial Planning, LLC1
Xypn Sapphire1
Young Financial Planning1

Advisors in Lafayette, 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 74Greeley 71

Questions

How many financial advisors are in Lafayette, CO?

30 investment adviser representatives are registered at firm offices in Lafayette, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lafayette?

Edward Jones, with 9 registered advisors in Lafayette, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Lafayette?

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.