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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Steamboat Springs, CO

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

The short answer

38 registered advisors work in Steamboat Springs; the most are at Edward Jones (10). 8 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Steamboat Springs

FirmAdvisors in Steamboat Springs
Edward Jones news10
LPL Financial LLC news4
Callahan Capital Management3
Wells Fargo Clearing Services, LLC news3
Mica Creek Capital LLC2
Raymond James Financial Services Advisors, Inc. news2
Windham Financial Services, Inc.2
Alphacore Capital LLC1
Ameriprise Financial Services, LLC news1
Commonwealth Financial Network news1
Genereux Investment Management, Inc.1
Jrb Capital Management1
Keating Investment Counselors Inc.1
Lovett Investment Consulting LLC1
Obermeyer Wealth Partners1
Rockefeller Capital Management news1
S2o Capital Management1
Upper Basin Capital, LLC1
Valic Financial Advisors, Inc.1

Advisors in Steamboat Springs, A to Z

CFP advisors in Steamboat Springs →

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 Steamboat Springs, CO?

38 investment adviser representatives are registered at firm offices in Steamboat Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Steamboat Springs?

Edward Jones, with 10 registered advisors in Steamboat Springs, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Steamboat Springs?

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.