Colorado · 4 advisers
Financial Advisors in Erie, Colorado
Looking for a financial advisor in Erie, Colorado? Falists indexes 4 SEC-registered and state-registered investment advisers in Erie — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $80.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$80.7M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Erie
Ranked by AUM · Fees, team & specialties at a glance
HINMAN FINANCIAL PLANNING, INC.
Erie, CO
AUM
$80.7M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-460-0908
WEALTHEQ
Erie, CO
AUM
$26.4M
Team
1 advisors
Clients
1-10
Fees
Fixed fees
720-636-1998
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Common questions
- How many financial advisors are in Erie, Colorado?
- 4 registered investment advisers are listed in our Erie directory, sourced from public SEC filings.
- What types of advisors are in Erie?
- 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 Erie?
- 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.