5 financial advisors & firms and 0 insurance agents verified near Montrose, CO — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Montrose, CO 81401 · Registered investment adviser · $87M AUM
CRD 106151 · verify at the regulator
RIA firm · Montrose, CO 81401 · Registered investment adviser · $237M AUM
CRD 112908 · verify at the regulator
RIA firm · Montrose, CO 81401 · Registered investment adviser · $107M AUM
CRD 132375 · verify at the regulator
RIA firm · Montrose, CO 81401 · Registered investment adviser · $327M AUM
CRD 299627 · verify at the regulator
RIA firm · Montrose, CO 81403 · Registered investment adviser · $53M AUM
CRD 114358 · verify at the regulator
Verified advisors and insurance agents in the places closest to Montrose, CO.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.