Top financial advisors in Castle Rock, CO
We’ve curated a list of the best financial advisors in Castle Rock, take a look at it below
Find an advisor in Castle Rock| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $235,485,777 | 6 advisors | ||
| 2 | $215,455,547 | 5 advisors | ||
| 3 | $7,343,050 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Castle Rock, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Castle Rock. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Jackson Creek Investment Advisors LLC
Jackson Creek Investment Advisors LLC is a financial advisory firm based in Castle Rock, Colorado. It currently has approximately $235,485,777 of assets under management and employs about 6 people. Jackson Creek Investment Advisors LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$235,485,777
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-118808
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consulting
Three Peaks Capital Management, LLC
Three Peaks Capital Management, LLC is a financial advisory firm based in Castle Rock, Colorado. It currently has approximately $215,455,547 of assets under management and employs about 5 people. Three Peaks Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$215,455,547
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-62196
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Castle Rock Investment Company
Castle Rock Investment Company is a financial advisory firm based in Castle Rock, Colorado. It currently has approximately $7,343,050 of assets under management and employs about 2 people. Castle Rock Investment Company uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$7,343,050
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-80620
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Your first meeting is free.