Top Financial Advisors in Greenwood Village, Colorado
Finding the right financial advisor in Greenwood Village 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 Greenwood Village, 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 Greenwood Village, CO.
Find the Best Financial Advisor Firms in Greenwood Village:
ADVISED ASSETS GROUP, LLC
CRD#: 112058
Address: 8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
Clients: 151,883
Average Clients per Advisor: 180
AUM: $ 116.2B
CETERA ADVISORS LLC
CRD#: 10299
Address: 5299 Dtc Blvd #800 Suite 800, Greenwood Village, CO 80111
Clients: 65,550
In Business for: 13 Years
Average Clients per Advisor: 69
AUM: $ 21.2B
Disclosures: 22
TRANSFORM WEALTH, LLC
CRD#: 283403
Address: 6400 S. Fiddlers Green Circle Suite 1600, Greenwood Village, CO 80111
Clients: 1,059
Average Clients per Advisor: 70
AUM: $ 2.2B
NILSINE PARTNERS, LLC
CRD#: 315694
Address: 5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111
Clients: 124
Average Clients per Advisor: 17
AUM: $ 1.0B
STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916
Address: 8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111
Clients: 107
Average Clients per Advisor: 26
AUM: $ 437M
HEIRLOOM WEALTH MANAGEMENT LLC
CRD#: 292277
Address: 8400 E Prentice Avenue Suite 1115, Greenwood Village, CO 80111
Clients: 404
Average Clients per Advisor: 40
AUM: $ 353M
How We Chose the Top Financial Advisors in Greenwood Village, Colorado
To create this list of top financial advisor firms in Greenwood Village, 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 Greenwood Village has to offer.
Search Financial Advisors in Greenwood Village, Colorado
Bruce Donald Clark
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Joseph Mark Kozmata
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Tamara Kay Fontenot
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Dozier Beck
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Charles Gregory Parr
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patricia Brown Kummer
Registered Affiliation(s):MARINER WEALTH ADVISORS
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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