Top Financial Advisors in Colorado Springs, Colorado
Finding the right financial advisor in Colorado Springs is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Colorado Springs, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Colorado Springs, CO.
Find the Best Financial Advisor Firms in Colorado Springs:
THE CORUNDUM GROUP, INC.
CRD#: 106490
Address: 1 South Nevada Suite 200, Colorado Springs, CO 80903
Clients: 78
Average Clients per Advisor: 7
AUM: $ 1.3B
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD#: 109036
Address: 5475 Mark Dabling Boulevard Suite 108, Colorado Springs, CO 80918
Clients: 989
Average Clients per Advisor: 82
AUM: $ 695M
SEAMOUNT FINANCIAL GROUP INC
CRD#: 107834
Address: 90 So Cascade Avenue Suite 1140, Colorado Springs, CO 80903
Clients: 331
Average Clients per Advisor: 55
AUM: $ 529M
ALTUS WEALTH GROUP, LLC
CRD#: 287848
Address: 24 S. Weber St. Suite 205, Colorado Springs, CO 80903
Clients: 571
Average Clients per Advisor: 81
AUM: $ 386M
ENVOY ADVISORY INC.
CRD#: 306559
Address: 5333 N. Union Blvd. Suite 200, Colorado Springs, CO 80918
Clients: 1,595
Average Clients per Advisor: 145
AUM: $ 383M
PETRA FINANCIAL ADVISORS INC
CRD#: 107196
Address: 2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626
Clients: 217
Average Clients per Advisor: 36
AUM: $ 306M
How We Chose the Top Financial Advisors in Colorado Springs, Colorado
To create this list of top financial advisor firms in Colorado Springs, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Colorado Springs has to offer.
Search Financial Advisors in Colorado Springs, Colorado
Daniel Joseph Horan
Registered Affiliation(s):UMB FINANCIAL SERVICES, INC.
Karla Ross
Registered Affiliation(s):LPL FINANCIAL LLC
George Richard Gay
Registered Affiliation(s):FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
Scott Henry Fortney
Registered Affiliation(s):LPL FINANCIAL LLC
Laurie Ann Wezensky
Registered Affiliation(s):LPL FINANCIAL LLC
Shari Lee Losinski
Registered Affiliation(s):MORGAN STANLEY
Gregory Patrick Burrell
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Vincent James Petti
Registered Affiliation(s):PLANNED FUTURES FINANCIAL GROUP, LLC
Max Zubiate
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Peter W Lush
Registered Affiliation(s):T. ROWE PRICE ADVISORY SERVICES, INC.
Joshua Addison Waymire
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
James Joseph Romanello
Registered Affiliation(s):PFS INVESTMENTS INC.
Gregory Gene Garcia
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kirby Lee Zeller
Registered Affiliation(s):CETERA ADVISORS LLC
Ross W Haycock
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Philip Stephen Price
Registered Affiliation(s):RAMSAY STATTMAN VELA & PRICE INC
Michael Vincent Papa
Registered Affiliation(s):SPIRE WEALTH MANAGEMENT, LLC
Jill Laverne Wilson
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Timothy S. Watson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Gerald Robert Jones
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Kelly Wolf Kennedy
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
William Gregory Young
Registered Affiliation(s):LPL FINANCIAL LLC
Jennifer Kay Hicks
Registered Affiliation(s):CETERA ADVISORS LLC
Roger Randall Given
Registered Affiliation(s):LPL FINANCIAL LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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