Colorado · 8 advisers
Financial Advisors in Aurora, Colorado
Looking for a financial advisor in Aurora, Colorado? Falists indexes 8 SEC-registered and state-registered investment advisers in Aurora — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $18.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
3
Largest AUM
$18.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Aurora
Ranked by AUM · Fees, team & specialties at a glance
TRINITY WEALTH
Aurora, CO
AUM
$18.5M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
720-260-4235
CU HEALTHCARE INNOVATION MANAGEMENT, LLC
Aurora, CO
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
303-724-1329
DYNAMIC LIFESTYLE PLANNING GROUP
Aurora, CO
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
480-433-6065
More cities in Colorado
Common questions
- How many financial advisors are in Aurora, Colorado?
- 8 registered investment advisers are listed in our Aurora directory, sourced from public SEC filings.
- What types of advisors are in Aurora?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Aurora?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.