Western Wealth Management
30yrs
Top advisor by experience in Erie
Financial advisors in Erie, CO
Looking for a financial advisor in Erie, CO? We list 40 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.
40Advisors with offices here
12Median years of experience
95%Fiduciary advisors?
24Firms represented
Largest firms here: Edward Jones (8), Raymond James Financial Services Advisors, Inc. (3), J.p. Morgan Securities LLC (2).
Nearby: Lafayette, Niwot, Longmont, Louisville, Dacono, Firestone, Frederick, Broomfield.
Cambridge Investment Research Advisors
28yrs
Top 5% by experience in Erie
Hinman Financial Planning
28yrs
Top 7% by experience in Erie
Wells Fargo Advisors
27yrs
Top 10% by experience in Erie
Osaic Institutions
27yrs
Top 12% by experience in Erie
UBS Financial Services
26yrs
Top 15% by experience in Erie
Strategic Advisers
24yrs
Top 9% by experience at Strategic Advisers
LPL Financial
23yrs
Top 20% by experience in Erie
Rockefeller Capital Management
21yrs
Top 22% by experience in Erie
Swales Financial
21yrs
Top 25% by experience in Erie
Edward Jones
20yrs
Top 22% by experience at Edward Jones
Raymond James Financial Services Advisors
19yrs
More experience than 70% of advisors in Erie
Edward Jones
19yrs
Top 24% by experience at Edward Jones
Rocky Mountain Financial Solutions
19yrs
More experience than 65% of advisors in Erie
Allspring Funds Management
17yrs
More experience than 63% of advisors in Erie
Raymond James Financial Services Advisors
15yrs
More experience than 60% of advisors in Erie
Compound Planning
13yrs
More experience than 59% of advisors at Compound Planning
Edward Jones
13yrs
More experience than 58% of advisors at Edward Jones
Edward Jones
13yrs
More experience than 58% of advisors at Edward Jones
J.p. Morgan Securities
12yrs
More experience than 59% of advisors at J.p. Morgan Securities
Cetera Investment Advisers
12yrs
12 years in the industry
Cambridge Investment Research Advisors
12yrs
12 years in the industry
Edward Jones
12yrs
More experience than 56% of advisors at Edward Jones
J.p. Morgan Securities
10yrs
More experience than 52% of advisors at J.p. Morgan Securities
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.