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
PEAK PLANNING GROUP, LLC
CRD#: 289891
Address: 5975 South Quebec Street Suite 310, Centennial, CO 80111
Clients: 664
Average Clients per Advisor: 94
AUM: $ 710M
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
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
Donald Phillip Loyd
Registered Affiliation(s):LOYD FINANCIAL MANAGEMENT INC.
Melissa Kay Fisher
Registered Affiliation(s):ADVISED ASSETS GROUP, LLC
David Kerr Billingslea
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Chris Alan Luttman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
David William Moritz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicholas Edward Sweeney
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory Michael Stringari
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
R. J. Krier
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tyler Scot Oglesby
Registered Affiliation(s):EDWARD JONES
Jordan Mark Dechtman
Registered Affiliation(s):DECHTMAN WEALTH MANAGEMENT
Shelley Elizabeth Herold
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William Jason Stordahl
Registered Affiliation(s):STORDAHL CAPITAL MANAGEMENT, INC.
Michael Wayne Dibala
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Ross Alexander Fox
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nanette Marie Fahrenbruch
Registered Affiliation(s):EDWARD JONES
Peter Noel Macmillan
Registered Affiliation(s):EDWARD JONES
Michael Christopher Hutcheson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig S Kinard
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Whitney Winslow Grimm
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Elizabeth M Miller
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Amy Suzanne Knapp
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric Schranck
Registered Affiliation(s):EDWARD JONES
David E Viereck
Registered Affiliation(s):EDWARD JONES
Damian Daniel Walsh
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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