Invicta Advisors
43yrs
Top advisor by experience in Basalt
Financial advisors in Basalt, CO
Looking for a financial advisor in Basalt, CO? We list 16 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
16Advisors with offices here
14Median years of experience
31%At fee-only firms
11Firms represented
Largest firms here: Ryan Investments (3), Edward Jones (2), Finesse Funds (2).
Nearby: Snowmass Village, Aspen, Carbondale, Meredith.
Flagstone Financial Advisors
27yrs
Top 12% by experience in Basalt
Ryan Investments
26yrs
Top 19% by experience in Basalt
Finesse Funds
22yrs
Top 25% by experience in Basalt
Raymond James Financial Services Advisors
19yrs
More experience than 69% of advisors in Basalt
D.B. Root & Company
16yrs
More experience than 63% of advisors in Basalt
Sherwood Wealth Management
16yrs
More experience than 58% of advisors in Colorado
Ryan Investments
14yrs
More experience than 54% of advisors in Colorado
Western Wealth Management
12yrs
12 years in the industry
LPL Financial
12yrs
12 years in the industry
Edward Jones
10yrs
10 years in the industry
Flagstone Financial Advisors
8yrs
8 years in the industry
Ryan Investments
4yrs
4 years in the industry
State Farm Investment Management
3yrs
3 years in the industry
Edward Jones
2yrs
2 years in the industry
Finesse Funds
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Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.