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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vail, CO

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

6 registered advisors work in Vail; the most are at Bailard, Inc. (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Vail

FirmAdvisors in Vail
Bailard, Inc.1
Bell & Brown Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Empower Advisory Group, LLC1
Hightower Advisors, LLC news1
McKelvey & Associates, Inc.1

Advisors in Vail, A to Z

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Other cities in Colorado

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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 Vail, CO?

6 investment adviser representatives are registered at firm offices in Vail, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Vail?

Bailard, Inc., with 1 registered advisors in Vail, followed by Bell & Brown Wealth Advisors, LLC with 1.

How do I check a financial advisor in Vail?

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.