Colorado · 2 advisers
Financial Advisors in Pagosa Springs, Colorado
Looking for a financial advisor in Pagosa Springs, Colorado? Falists indexes 2 SEC-registered and state-registered investment advisers in Pagosa Springs — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $21.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$21.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pagosa Springs
Ranked by AUM · Fees, team & specialties at a glance
MONTGOMERY WEALTH MANAGEMENT, LLC
Pagosa Springs, CO
AUM
$21.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
281-684-2245
D.A. SCHWENKER & ASSOC.'S, INC.
Pagosa Springs, CO
AUM
$3.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
614.885.0102
More cities in Colorado
Common questions
- How many financial advisors are in Pagosa Springs, Colorado?
- 2 registered investment advisers are listed in our Pagosa Springs directory, sourced from public SEC filings.
- What types of advisors are in Pagosa Springs?
- 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 Pagosa Springs?
- 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.