The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

13. Obermeyer Wealth Partners

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Obermeyer Wealth Partners, based in Aspen, Colorado, is ranked No. 13 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.9 billion
Accounts Under Management: 660
Years in Business: 27

  • Accepts clients in all 50 states
  • Physical offices in Colorado
  • $1 million asset threshold

Leadership and Contact Information:
Ali Phillips, president
Dana Nightingale, senior vice president
Adam Savin, senior vice president

obermeyerwealth.com
501 Rio Grande Place, Suite 107, Aspen, CO 81611
(970) 925-8747

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