Stifel, Nicolaus &
42yrs
Top advisor for experience in Greeley
Financial advisors in Greeley, CO
Looking for a financial advisor in Greeley, CO? We list 78 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.
78Advisors with offices here
11Median years of experience
68%At fee-only firms
24Firms represented
Largest firms here: Edward Jones (19), State Farm Investment Management Corp. (9), UBS Financial Services Inc. (7).
Nearby: Evans, Eaton, Severance, Windsor, Johnstown, Ault, Timnath, Mead.
Osaic Wealth
41yrs
Top 2% for experience in Colorado
Stifel, Nicolaus &
41yrs
Top 2% for experience in Colorado
United Planners' Financial Services of America a Limited Partner
39yrs
Top 3% for experience in Colorado
Osaic Wealth
36yrs
Top 5% for experience in Colorado
Edward Jones
33yrs
Top 3% for experience at Edward Jones
Edward Jones
30yrs
Top 5% for experience at Edward Jones
Wealth Advisors Network
29yrs
Top 10% for experience in Greeley
LPL Financial
26yrs
Top 12% for experience in Greeley
LPL Financial
26yrs
Top 13% for experience in Greeley
Edward Jones
25yrs
Top 13% for experience at Edward Jones
UBS Financial Services
24yrs
Top 15% for experience in Greeley
Wealth Advisors Network
24yrs
Top 17% for experience in Greeley
LPL Financial
23yrs
Top 18% for experience in Greeley
Edward Jones
22yrs
Top 17% for experience at Edward Jones
Stifel, Nicolaus &
21yrs
Top 21% for experience in Greeley
State Farm Investment Management
21yrs
Top 22% for experience in Greeley
Thrivent Investment Management
20yrs
Top 23% for experience in Greeley
UBS Financial Services
20yrs
Top 24% for experience in Greeley
Edward Jones
20yrs
Top 21% for experience at Edward Jones
Edward Jones
18yrs
Top 25% for experience at Edward Jones
Ausdal Financial Partners
18yrs
More experience than 72% of advisors in Greeley
Edward Jones
18yrs
More experience than 74% of advisors at Edward Jones
Stifel, Nicolaus &
17yrs
More experience than 69% of advisors in Greeley
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.