Ivan Capital Management
43yrs
Top advisor for experience in Longmont
Financial advisors in Longmont, CO
Looking for a financial advisor in Longmont, CO? We list 75 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.
75Advisors with offices here
18Median years of experience
87%At fee-only firms
36Firms represented
Largest firms here: Edward Jones (18), LPL Financial LLC (8), State Farm Investment Management Corp. (5).
Nearby: Mead, Niwot, Erie, Firestone, Frederick, Dacono, Berthoud, Lafayette.
Cambridge Investment Research Advisors
41yrs
Top 2% for experience in Colorado
Raymond James Financial Services Advisors
39yrs
Top 3% for experience in Colorado
Concurrent Investment Advisors
36yrs
Top 5% for experience in Longmont
LPL Financial
34yrs
Top 6% for experience in Colorado
Wager Wealth Management and Financial Planning
34yrs
Top 7% for experience in Colorado
Sevenwealth
32yrs
Top 9% for experience in Longmont
Osaic Wealth
31yrs
Top 9% for experience in Colorado
U.s. Bancorp Advisors
31yrs
Top 7% for experience at U.s. Bancorp Advisors
Centaurus Financial
31yrs
Top 10% for experience in Colorado
Edward Jones
30yrs
Top 5% for experience at Edward Jones
Primerica Advisors
29yrs
Top 12% for experience in Colorado
LPL Financial
29yrs
Top 13% for experience in Colorado
Edward Jones
29yrs
Top 7% for experience at Edward Jones
Edward Jones
28yrs
Top 7% for experience at Edward Jones
Colorado Diversified Financial
28yrs
Top 15% for experience in Colorado
LPL Financial
27yrs
Top 17% for experience in Colorado
Harper Asset Management
27yrs
Top 17% for experience in Colorado
Cetera Investment Advisers
27yrs
Top 18% for experience in Colorado
LPL Financial
26yrs
Top 19% for experience in Colorado
Raymond James Financial Services Advisors
26yrs
Top 19% for experience in Colorado
Thrivent Investment Management
25yrs
Top 12% for experience at Thrivent Investment Management
Consolidated Portfolio Review
24yrs
Top 23% for experience in Colorado
Global Retirement Partners
24yrs
Top 23% for experience in Colorado
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.