Top 6 financial advisors in Lakewood, CO
We’ve curated a list of the best financial advisors in Lakewood, take a look at it below
Find an advisor in Lakewood| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,233,403,988 | 3 advisors | ||
| 2 | $722,449,196 | 6 advisors | ||
| 3 | $616,320,226 | 2 advisors | ||
| 4 | $414,245,170 | 7 advisors | ||
| 5 | $365,463,709 | 8 advisors | ||
| 6 | $38,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Lakewood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lakewood. 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.
Emerald Hill Capital Partners Holdings LLC
Emerald Hill Capital Partners Holdings LLC is a financial advisory firm based in Lakewood, Colorado. It currently has approximately $1,233,403,988 of assets under management and employs about 3 people. Emerald Hill Capital Partners Holdings LLC uses a fee structure of performance-based fees and percentage of cost basis of portfolio investments.
Assets under management
$1,233,403,988
Headcount
3 advisors
Fee structure
Performance-based fees
PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS
SEC number
801-114173
Services offered
Portfolio Management For Pooled Investment Vehicles
Mattern Capital Management, LLC
Mattern Capital Management, LLC is a financial advisory firm based in Lakewood, Colorado. It currently has approximately $722,449,196 of assets under management and employs about 6 people. Mattern Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$722,449,196
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114522
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
Bason Asset Management
Bason Asset Management is a financial advisory firm based in Lakewood, Colorado. It currently has approximately $616,320,226 of assets under management and employs about 2 people. Bason Asset Management uses a fee structure of and fixed fees.
Assets under management
$616,320,226
Headcount
2 advisors
Fee structure
Fixed fees
SEC number
801-107297
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Hinds Financial Group Inc
Hinds Financial Group Inc is a financial advisory firm based in Lakewood, Colorado. It currently has approximately $414,245,170 of assets under management and employs about 7 people. Hinds Financial Group Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$414,245,170
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62684
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)
Financial Security Management, Inc
Financial Security Management, Inc is a financial advisory firm based in Lakewood, Colorado. It currently has approximately $365,463,709 of assets under management and employs about 8 people. Financial Security Management, Inc uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$365,463,709
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-81072
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Chasefield Capital Inc.
Chasefield Capital Inc. is a financial advisory firm based in Lakewood, Colorado. It currently has approximately $38,000,000 of assets under management and employs about 2 people. Chasefield Capital Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$38,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-80707
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.