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:
CORUNDUM GROUP, INC.
CRD#: 106490
Address: 1 South Nevada Suite 200, Colorado Springs, CO 80903
Clients: 42
Average Clients per Advisor: 4
AUM: $ 1.5B
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD#: 109036
Address: 5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918
Clients: 896
Average Clients per Advisor: 64
AUM: $ 956M
SEAMOUNT FINANCIAL GROUP INC
CRD#: 107834
Address: 90 So Cascade Avenue Suite 970, Colorado Springs, CO 80903
Clients: 317
Average Clients per Advisor: 52
AUM: $ 665M
ALTUS WEALTH GROUP, LLC
CRD#: 287848
Address: 423 South Cascade Avenue, Colorado Springs, CO 80903
Clients: 603
Average Clients per Advisor: 86
AUM: $ 573M
ENVOY ADVISORY INC.
CRD#: 306559
Address: 5333 N Union Blvd Suite 200, Colorado Springs, CO 80918
Clients: 1,790
Average Clients per Advisor: 149
AUM: $ 534M
INTERGY PRIVATE WEALTH, LLC
CRD#: 315698
Address: 13 S. Tejon St. Suite 400, Colorado Springs, CO 80903
Clients: 454
Average Clients per Advisor: 113
AUM: $ 467M
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
Tara Nicole Seegers
Registered Affiliation(s):EXCEPTIONAL WEALTH & FAMILY OFFICE
Charles Randal Morris
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Nancy Pizarro Mercado
Registered Affiliation(s):ALTUS WEALTH GROUP, LLC
Edgardo Rafael Cintron
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Bradley Scott Harvey
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Raymond Charles Klahne
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
