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 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 Loveland, CO

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

133 registered advisors work in Loveland; the most are at Edward Jones (22). 22 list the CFP designation and 107 are also registered broker representatives.

Firms with the most advisors in Loveland

FirmAdvisors in Loveland
Edward Jones news22
LPL Financial LLC news21
Morgan Stanley news12
Pfs Investments Inc.10
Thrivent Investment Management Inc.9
J.P. Morgan Securities LLC news7
Perspective Wealth Advisors5
State Farm Investment Management Corp.4
Vital Investment Management LLC4
Ameriprise Financial Services, LLC news3
Rpc Wealth, LLC3
Wells Fargo Clearing Services, LLC news3
Ae Wealth Management, LLC2
Empower Advisory Group, LLC2
Equitable Advisors, LLC news2
Keystone Financial Services2
Money Concepts Capital Corp.2
Raymond James & Associates, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
Wells Fargo Advisors Financial Network, LLC news2
Aspired Wealth1
Cetera Investment Advisers LLC news1
Compound Planning, Inc.1
Creativeone Wealth, LLC1
Financial Gravity Family Office Services, LLC1

Advisors in Loveland, A to Z

CFP advisors in Loveland →

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 141Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65Glendale 58

Questions

How many financial advisors are in Loveland, CO?

133 investment adviser representatives are registered at firm offices in Loveland, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 107 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Loveland?

Edward Jones, with 22 registered advisors in Loveland, followed by LPL Financial LLC with 21.

How do I check a financial advisor in Loveland?

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.