Top 6 financial advisors in Littleton, CO
We’ve curated a list of the best financial advisors in Littleton, take a look at it below
Find an advisor in Littleton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,274,224,175 | 264 advisors | ||
| 2 | $407,057,271 | 13 advisors | ||
| 3 | $369,449,353 | 75 advisors | ||
| 4 | $205,389,192 | 6 advisors | ||
| 5 | $203,718,249 | 6 advisors | ||
| 6 | $77,278,349 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Littleton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Littleton. 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.
Tlg Advisors, Inc.
Tlg Advisors, Inc. is a financial advisory firm based in Littleton, Colorado. It currently has approximately $1,274,224,175 of assets under management and employs about 264 people. Tlg Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,274,224,175
Headcount
264 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60458
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Placement Of Institutional Funds
Wambolt & Associates, LLC
Wambolt & Associates, LLC is a financial advisory firm based in Littleton, Colorado. It currently has approximately $407,057,271 of assets under management and employs about 13 people. Wambolt & Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$407,057,271
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71476
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
Tucker Asset Management LLC
Tucker Asset Management LLC is a financial advisory firm based in Littleton, Colorado. It currently has approximately $369,449,353 of assets under management and employs about 75 people. Tucker Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and shares in fees paid to third party investment advisers.
Assets under management
$369,449,353
Headcount
75 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SHARES IN FEES PAID TO THIRD PARTY INVESTMENT ADVISERS
SEC number
801-107110
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Whipplewood Advisors, LLC
Whipplewood Advisors, LLC is a financial advisory firm based in Littleton, Colorado. It currently has approximately $205,389,192 of assets under management and employs about 6 people. Whipplewood Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$205,389,192
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119590
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Marshall Investment Management, LLC
Marshall Investment Management, LLC is a financial advisory firm based in Littleton, Colorado. It currently has approximately $203,718,249 of assets under management and employs about 6 people. Marshall Investment Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$203,718,249
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117304
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Asset Solutions, Inc.
Asset Solutions, Inc. is a financial advisory firm based in Littleton, Colorado. It currently has approximately $77,278,349 of assets under management and employs about 6 people. Asset Solutions, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and % fee based on assets managed by a tpa.
Assets under management
$77,278,349
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
% FEE BASED ON ASSETS MANAGED BY A TPA
SEC number
801-64121
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.