Colorado · 3 advisers
Financial Advisors in Basalt, Colorado
Looking for a financial advisor in Basalt, Colorado? Falists indexes 3 SEC-registered and state-registered investment advisers in Basalt — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $272.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$272.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Basalt
Ranked by AUM · Fees, team & specialties at a glance
RYAN INVESTMENTS
Basalt, CO
AUM
$272.0M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
970-429-1100
SHERWOOD WEALTH MANAGEMENT
Basalt, CO
AUM
$30.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
9707100330
FINESSE FUNDS, LLC
Basalt, CO
AUM
$55.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
970-927-1200
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Common questions
- How many financial advisors are in Basalt, Colorado?
- 3 registered investment advisers are listed in our Basalt directory, sourced from public SEC filings.
- What types of advisors are in Basalt?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Basalt?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.