Top Financial Advisors in Littleton, Colorado
Finding the right financial advisor in Littleton 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 Littleton, 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 Littleton, CO.
Find the Best Financial Advisor Firms in Littleton:
TLG ADVISORS, INC.
CRD#: 111052
Address: 26 West Dry Creek Circle Suite 800, Littleton, CO 80120
Clients: 5,313
Average Clients per Advisor: 37
AUM: $ 1.6B
CEDRUS LLC
CRD#: 312878
Address: 8241 South Continental Divide Road, Littleton, CO 80127
Clients: 512
Average Clients per Advisor: 39
AUM: $ 476M
WAMBOLT & ASSOCIATES, LLC
CRD#: 153454
Address: 13976 W. Bowles Avenue Ste. 200, Littleton, CO 80127
Clients: 393
Average Clients per Advisor: 32
AUM: $ 419M
CUSTOS FAMILY OFFICE LLC
CRD#: 294025
Address: 2679 W. Main Street Suite 300-355, Littleton, CO 80120
Clients: 25
Average Clients per Advisor: 4
AUM: $ 397M
TUCKER ASSET MANAGEMENT LLC
CRD#: 174844
Address: 1520 West Canal Court Suite 100, Littleton, CO 80120
Clients: 3,036
Average Clients per Advisor: 43
AUM: $ 369M
WHIPPLEWOOD ADVISORS, LLC
CRD#: 282860
Address: 11852 Shaffer Drive Building B, Littleton, CO 80127
Clients: 87
Average Clients per Advisor: 17
AUM: $ 208M
How We Chose the Top Financial Advisors in Littleton, Colorado
To create this list of top financial advisor firms in Littleton, 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 Littleton has to offer.
Search Financial Advisors in Littleton, Colorado
Bruce Donald Clark
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jeffrey Howard Bridges
Registered Affiliation(s):EDWARD JONES
Donna Mcdermott Boender
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Mccoll Young
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kristy Ruth Jordan
Registered Affiliation(s):JORDAN FINANCIAL STRATEGIES
Dana L. Wozniak
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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