23. Investment Counsel for Obermeyer Wood
The Aspen, Colorado-based Obermeyer Wood Investment Counsel ranks No. 23 on the 2024 CNBC Financial Advisor 100 list, having also made the FA 100 list last year.
Total AUM: $2.5B
Years in Business: 25
Accounts Under Management: 635
In 2023, the FA 100 List ranked No. 77, with previous appearances.
Principals:
Ali Phillips, President
Wally Obermeyer, Chairman
Dana Nightingale, Senior Vice President
Contact:
501 Rio Grande Place, Suite 107, Aspen, CO 81611
(970) 925-8747
Investing
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