Colorado · 3 advisers
Financial Advisors in Lafayette, Colorado
Looking for a financial advisor in Lafayette, Colorado? Falists indexes 3 SEC-registered and state-registered investment advisers in Lafayette — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $121.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$121.3M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lafayette
Ranked by AUM · Fees, team & specialties at a glance
ALDER POINT CAPITAL MANAGEMENT LLC
Lafayette, CO
AUM
$121.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-686-3508
ABBY KOVACH FINANCIAL PLANNING, LLC
Lafayette, CO
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
303-929-5387
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Common questions
- How many financial advisors are in Lafayette, Colorado?
- 3 registered investment advisers are listed in our Lafayette directory, sourced from public SEC filings.
- What types of advisors are in Lafayette?
- 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 Lafayette?
- 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.