Colorado · 3 advisers
Financial Advisors in Salida, Colorado
Looking for a financial advisor in Salida, Colorado? Falists indexes 3 SEC-registered and state-registered investment advisers in Salida — 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 $25.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$25.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Salida
Ranked by AUM · Fees, team & specialties at a glance
MANDALA FINANCIAL ADVISORS LLC
Salida, CO
AUM
$25.4M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
312-890-6221
SALIDA FINANCIAL ADVICE AND PLANNING
Salida, CO
AUM
$16.3M
Team
0 total employees
Clients
11-25
Fees
Fixed fees
917-363-1287
CAMBRIDGE FINANCIAL ADVISORS, LLC
Salida, CO
AUM
—
Team
4 advisors
Clients
101-250
Fees
Fixed fees
719-539-1040
More cities in Colorado
Common questions
- How many financial advisors are in Salida, Colorado?
- 3 registered investment advisers are listed in our Salida directory, sourced from public SEC filings.
- What types of advisors are in Salida?
- 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 Salida?
- 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.