Top Financial Advisors in Centennial, Colorado
Finding the right financial advisor in Centennial is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Centennial, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Centennial, CO.
Find the Best Financial Advisor Firms in Centennial:
GENEOS WEALTH MANAGEMENT, INC.
CRD#: 120894
Address: 9055 E Mineral Circle Suite 200, Centennial, CO 80112
Clients: 12,272
In Business for: 24 Years
Average Clients per Advisor: 61
AUM: $ 4.1B
Disclosures: 6
GPS WEALTH STRATEGIES GROUP, LLC
CRD#: 285507
Address: 6484 South Quebec Street, Centennial, CO 80111
Clients: 2,134
Average Clients per Advisor: 97
AUM: $ 880M
SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD#: 110110
Address: 7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108
Clients: 228
Average Clients per Advisor: 32
AUM: $ 743M
DECHTMAN WEALTH MANAGEMENT
CRD#: 308183
Address: 7807 E Peakview Avenue Suite 410, Centennial, CO 80111
Clients: 649
Average Clients per Advisor: 216
AUM: $ 552M
NTB FINANCIAL CORPORATION
CRD#: 7425
Address: 9540 South Maroon Circle Suite 250, Centennial, CO 80112
Clients: 307
In Business for: 49 Years
Average Clients per Advisor: 23
AUM: $ 250M
Disclosures: 7
FFG RETIREMENT COUNSELING
CRD#: 308305
Address: 5975 South Quebec Street Suite 130, Centennial, CO 80111
Clients: 90
Average Clients per Advisor: 45
AUM: $ 155M
How We Chose the Top Financial Advisors in Centennial, Colorado
To create this list of top financial advisor firms in Centennial, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Centennial has to offer.
Search Financial Advisors in Centennial, Colorado
Donna Mcdermott Boender
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Dana L. Wozniak
Registered Affiliation(s):EDWARD JONES
Jason Wesley Lord
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alice Margaret Olsen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Catherine M Coleman
Registered Affiliation(s):MORGAN STANLEY
Brad Alan Lundberg
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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