Cambridge Investment Research Advisors
44yrs
Top advisor by experience in Vail
Financial advisors in Vail, CO
Looking for a financial advisor in Vail, CO? We list 6 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.
6Advisors with offices here
31Median years of experience
17%At fee-only firms
6Firms represented
Largest firms here: McKelvey & Associates (1), Bell & Brown Wealth Advisors (1), Hightower Advisors (1).
Nearby: Minturn, Avon, Edwards, Silverthorne, Frisco, Eagle.
Bell & Brown Wealth Advisors
34yrs
Top 6% by experience in Colorado
Hightower Advisors
31yrs
Top 10% by experience in Colorado
Bailard
12yrs
12 years in the industry
Empower Advisory Group
3yrs
3 years in the industry
McKelvey & Associates
2yrs
2 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.