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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westminster, CO

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

The short answer

111 registered advisors work in Westminster; the most are at Townsend (16). 22 list the CFP designation and 71 are also registered broker representatives.

Firms with the most advisors in Westminster

FirmAdvisors in Westminster
Townsend16
Edward Jones news13
Mountain Capital Investment Advisors Inc.12
Cetera Investment Advisers LLC news8
Edelman Financial Engines news5
State Farm Investment Management Corp.4
Strategic Advisers LLC4
Concurrent Investment Advisors, LLC news3
Integrated Wealth Concepts LLC3
Apo Financial Services, LLC2
Bloom Financial, LLC2
Empower Advisory Group, LLC2
J.P. Morgan Securities LLC news2
Keen Capital, LLC2
Osaic Institutions, Inc. news2
Osaic Wealth, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
U.S. Bancorp Advisors, LLC2
Wells Fargo Clearing Services, LLC news2
Ace Wealth Partners, LLC1
Ameriprise Financial Services, LLC news1
Bighorn Wealth Management1
Cetera Planning Partners news1
Chicory Wealth1
Citigroup Global Markets Inc. news1

Advisors in Westminster, A to Z

CFP advisors in Westminster →

Other cities in Colorado

All of Colorado →

Denver 2,543Greenwood Village 1,911Colorado Springs 965Lone Tree 746Boulder 430Littleton 307Lakewood 294Fort Collins 293Centennial 239Englewood 229Aurora 178Highlands Ranch 157Parker 142Loveland 136Broomfield 126Golden 110Castle Rock 107Grand Junction 97Arvada 85Durango 79Louisville 76Longmont 69Greeley 67Glendale 60

Questions

How many financial advisors are in Westminster, CO?

111 investment adviser representatives are registered at firm offices in Westminster, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 71 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Westminster?

Townsend, with 16 registered advisors in Westminster, followed by Edward Jones with 13.

How do I check a financial advisor in Westminster?

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.