Falists

Colorado · 8 advisers

Financial Advisors in Golden, Colorado

Looking for a financial advisor in Golden, Colorado? Falists indexes 8 SEC-registered and state-registered investment advisers in Golden — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $5.36B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

7

Largest AUM

$5.36B

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth6Planning5Trusts6Retirement3Institutional3

Top advisors in Golden

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

More cities in Colorado

Denver (389)Greenwood Village (65)Boulder (60)Colorado Springs (59)Englewood (28)Fort Collins (28)Centennial (20)Littleton (20)Lakewood (14)Highlands Ranch (12)Durango (11)Louisville (11)

Common questions

How many financial advisors are in Golden, Colorado?
8 registered investment advisers are listed in our Golden directory, sourced from public SEC filings.
What types of advisors are in Golden?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Golden?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.