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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Longmont, CO

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

65 registered advisors work in Longmont; the most are at Edward Jones (16). 20 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Longmont

FirmAdvisors in Longmont
Edward Jones news16
LPL Financial LLC news6
State Farm Investment Management Corp.4
Raymond James Financial Services Advisors, Inc. news3
Cambridge Investment Research Advisors, Inc. news2
J.P. Morgan Securities LLC news2
Peak53 Partners, LP2
Pfs Investments Inc.2
Strategic Advisers LLC2
Thrivent Investment Management Inc.2
Best Life Financial Planning, LLC1
Betterment1
Boulder Financial Planning Company1
Centaurus Financial, Inc.1
Concurrent Investment Advisors, LLC news1
Consolidated Portfolio Review Corp.1
Creativeone Wealth, LLC1
Ellis Financial Solutions LLC1
Fisher Investments news1
Global Retirement Partners LLC1
Independent Advisor Alliance, LLC1
Ivan Capital Management, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Momentum Financial Planning LLC1
My Wealth Planners1

Advisors in Longmont, A to Z

CFP advisors in Longmont →

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 70Glendale 58

Questions

How many financial advisors are in Longmont, CO?

65 investment adviser representatives are registered at firm offices in Longmont, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Longmont?

Edward Jones, with 16 registered advisors in Longmont, followed by LPL Financial LLC with 6.

How do I check a financial advisor in Longmont?

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.