Top financial advisors in Highlands Ranch, CO
We’ve curated a list of the best financial advisors in Highlands Ranch, take a look at it below
Find an advisor in Highlands Ranch| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $448,891,707 | 10 advisors | ||
| 2 | $316,098,489 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Highlands Ranch, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Highlands Ranch. 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.
Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. is a financial advisory firm based in Highlands Ranch, Colorado. It currently has approximately $448,891,707 of assets under management and employs about 10 people. Kozak & Tripp Private Asset Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$448,891,707
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-113934
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Consulting
Morganrosel Wealth Management, LLC
Morganrosel Wealth Management, LLC is a financial advisory firm based in Highlands Ranch, Colorado. It currently has approximately $316,098,489 of assets under management and employs about 5 people. Morganrosel Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$316,098,489
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112145
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
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