Falists

Colorado · 14 advisers

Financial Advisors in Lakewood, Colorado

Looking for a financial advisor in Lakewood, Colorado? Falists indexes 14 SEC-registered and state-registered investment advisers in Lakewood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

13

Largest AUM

$1.07B

Financial planning

12

Filter by specialty

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

AllWealth13Planning12Trusts12Retirement4Institutional4

Top advisors in Lakewood

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

View all 14 →

More cities in Colorado

Denver (389)Greenwood Village (65)Boulder (60)Colorado Springs (59)Englewood (28)Fort Collins (28)Centennial (20)Littleton (20)Highlands Ranch (12)Durango (11)Louisville (11)Broomfield (10)

Common questions

How many financial advisors are in Lakewood, Colorado?
14 registered investment advisers are listed in our Lakewood directory, sourced from public SEC filings.
What types of advisors are in Lakewood?
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 Lakewood?
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.