Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Montrose, CO
Every SEC-registered investment adviser representative at a firm office in Montrose, with the firms that employ the most of them.
31 registered advisors work in Montrose; the most are at Edward Jones (8). 7 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Montrose
| Firm | Advisors in Montrose |
|---|---|
| Edward Jones news | 8 |
| Elderado Financial, Inc. | 6 |
| Cimarron Wealth Management, Inc. | 4 |
| High Country Capital Management | 2 |
| LPL Financial LLC news | 2 |
| State Farm Investment Management Corp. | 2 |
| Integrity Alliance, LLC. | 1 |
| Kingsview Wealth Management, LLC news | 1 |
| Lion's Eye Wealth LLC | 1 |
| Private Advisor Group, LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
| U.S. Bancorp Advisors, LLC | 1 |
| Winvest Investments L.P. | 1 |
Advisors in Montrose, A to Z
CFP advisors in Montrose →- Daniel BurrisEdward Jones
- Daniel B. CarnesElderado Financial, Inc.
- Jaimee L. CarnesElderado Financial, Inc. · Certified Financial Planner
- John P. CountrymanPrivate Advisor Group, LLC
- Lisa A. DurantLion's Eye Wealth LLC
- Janet K. ElderElderado Financial, Inc.
- Jim M. ElderElderado Financial, Inc.
- Richard L. FangenCimarron Wealth Management, Inc. · Chartered Financial Consultant
- Scott R. FrazerLPL Financial LLC · Certified Financial Planner
- Alexandra M. GerkenEdward Jones
- Amy L. GreinerKingsview Wealth Management, LLC · Certified Financial Planner
- Adam R. HancockState Farm Investment Management Corp. · Chartered Financial Consultant
- Andrea L. HancockIntegrity Alliance, LLC.
- Deborah A. Handley-CordovaLPL Financial LLC
- Rhoda F. HannenbergThrivent Investment Management Inc.
- Connor KingEdward Jones
- Nadin LenzEdward Jones · Certified Financial Planner
- Greg S. LewisU.S. Bancorp Advisors, LLC
- Paul N. MagnaniEdward Jones
- Nathan R. ManesElderado Financial, Inc.
- Jeri D. MatticsEdward Jones · Certified Financial Planner
- Justin R. McKennaHigh Country Capital Management
- Adam J. MillerElderado Financial, Inc. · Certified Financial Planner
- Angela M. MoyerEdward Jones
- Michael J. MurphyCimarron Wealth Management, Inc. · Certified Financial Planner
- Jason G. NapoliHigh Country Capital Management · Chartered Financial Consultant
- Christian M. ReichmannEdward Jones
- Kevin S. SanderfordCimarron Wealth Management, Inc.
- Betty J. TomlinsonCimarron Wealth Management, Inc.
- Bridgett D. WatermanState Farm Investment Management Corp.
- Frederick H. WinstonWinvest Investments L.P.
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 70Longmont 65
Questions
How many financial advisors are in Montrose, CO?
31 investment adviser representatives are registered at firm offices in Montrose, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Montrose?
Edward Jones, with 8 registered advisors in Montrose, followed by Elderado Financial, Inc. with 6.
How do I check a financial advisor in Montrose?
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.