Colorado · 4 advisers
Financial Advisors in Longmont, Colorado
Looking for a financial advisor in Longmont, Colorado? Falists indexes 4 SEC-registered and state-registered investment advisers in Longmont — 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 $99.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$99.0M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Longmont
Ranked by AUM · Fees, team & specialties at a glance
MY WEALTH PLANNERS
Longmont, CO
AUM
$99.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
303-600-3757
PEAK53 PARTNERS, LP
Longmont, CO
AUM
$25.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-578-6027
ELLIS FINANCIAL SOLUTIONS LLC
Longmont, CO
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-494-2552
COLORADO DIVERSIFIED FINANCIAL
Longmont, CO
AUM
$1.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
303-682-3225
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Common questions
- How many financial advisors are in Longmont, Colorado?
- 4 registered investment advisers are listed in our Longmont directory, sourced from public SEC filings.
- What types of advisors are in Longmont?
- 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 Longmont?
- 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.