Winvest Investments
42yrs
Top advisor by experience in Montrose
Financial advisors in Montrose, CO
Looking for a financial advisor in Montrose, CO? We list 35 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.
35Advisors with offices here
14Median years of experience
89%Fiduciary advisors?
14Firms represented
Largest firms here: Edward Jones (9), Cimarron Wealth Management, Inc. (6), Elderado Financial, Inc. (6).
Nearby: Olathe.
Cimarron Wealth Management
39yrs
Top 3% by experience in Colorado
Cimarron Wealth Management
39yrs
Top 3% by experience in Colorado
Gladstone Wealth Partners
32yrs
Top 8% by experience in Colorado
Elderado Financial
31yrs
Top advisor by experience at Elderado Financial
Cimarron Wealth Management
28yrs
Top 13% by experience in Colorado
High Country Capital Management
28yrs
Top 14% by experience in Colorado
Elderado Financial
28yrs
Top 15% by experience in Colorado
Four Seasons Investment Advisors
27yrs
Top 16% by experience in Colorado
Edward Jones
27yrs
Top 9% by experience at Edward Jones
Xypn Sapphire
26yrs
Top 11% by experience at Xypn Sapphire
Edward Jones
23yrs
Top 16% by experience at Edward Jones
Elderado Financial
19yrs
More experience than 67% of advisors in Colorado
State Farm Investment Management
19yrs
More experience than 67% of advisors at State Farm Investment Management
LPL Financial
17yrs
More experience than 62% of advisors in Colorado
High Country Capital Management
16yrs
More experience than 59% of advisors in Colorado
Edward Jones
15yrs
More experience than 65% of advisors at Edward Jones
LPL Financial
14yrs
More experience than 55% of advisors in Colorado
Elderado Financial
13yrs
More experience than 52% of advisors in Colorado
Canyon Creek Investment Advisors
11yrs
11 years in the industry
Raymond James Financial Services Advisors
9yrs
9 years in the industry
Edward Jones
9yrs
9 years in the industry
Edward Jones
9yrs
9 years in the industry
Cimarron Wealth Management
8yrs
8 years in the industry
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.