Colorado · 3 advisers
Financial Advisors in Grand Junction, Colorado
Looking for a financial advisor in Grand Junction, Colorado? Falists indexes 3 SEC-registered and state-registered investment advisers in Grand Junction — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $527.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$527.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Grand Junction
Ranked by AUM · Fees, team & specialties at a glance
ROSECAP INVESTMENT ADVISORS, LLC
Grand Junction, CO
AUM
$527.5M
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(970) 773-5300
DELPHI WEALTH PARTNERS
Grand Junction, CO
AUM
$55.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-639-1142
CLC CAPITAL MANAGEMENT
Grand Junction, CO
AUM
$3.8M
Team
0 total employees
Clients
0
Fees
Percentage of AUM
(970) 255-9980
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Common questions
- How many financial advisors are in Grand Junction, Colorado?
- 3 registered investment advisers are listed in our Grand Junction directory, sourced from public SEC filings.
- What types of advisors are in Grand Junction?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Grand Junction?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.