Financial advisers in Lakewood, CO

8 registered investment adviser firms in Lakewood managing $4.5B in assets, based on public SEC Form ADV filings.

Mattern Capital Management, LLC

Lakewood, CO · Est. 2019

LocalInternational

Fee-based

AUM: $1.1B
Per adviser: $153M
Advisers: 7

No reported disclosures

Bason Asset Management

Lakewood, CO · Est. 2016

Local

Fee-based

AUM: $849M
Per adviser: $424M
Advisers: 2

No reported disclosures

Legacy Wealth Partners, LLC

Lakewood, CO · Est. 2025

Local

Fee-based

AUM: $646M
Per adviser: $81M
Advisers: 8

No reported disclosures

Financial Security Management, INC

Lakewood, CO · Est. 2015

LocalInternational

Fee-only

AUM: $612M
Per adviser: $87M
Advisers: 7

No reported disclosures

Hinds Financial Group INC

Lakewood, CO · Est. 2004

Local

Fee-based

AUM: $537M
Per adviser: $107M
Advisers: 5

No reported disclosures

Emerald Hill Capital Partners Holdings LLC

Lakewood, CO · Est. 2018

LocalInternational

Fee-based

AUM: $476M
Per adviser: $238M
Advisers: 2

No reported disclosures

Bam Wealth Management LLC

Lakewood, CO · Est. 2025

Local

Fee-only

AUM: $202M
Per adviser: $22M
Advisers: 9

No reported disclosures

Innovative Financial, LLC

Lakewood, CO · Est. 2026

Local

Fee-based

AUM: $105M
Per adviser: $105M
Advisers: 1

No reported disclosures