How many financial advisors are in Castle Rock, Colorado?

Falists lists 7 registered investment advisers with a principal office or filing address in Castle Rock, Colorado, based on public SEC IAPD data.

How do financial advisors in Castle Rock charge fees?

Fee structures vary by firm. In Castle Rock, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Castle Rock?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Colorado · 7 advisers

Financial Advisors in Castle Rock, Colorado

Looking for a financial advisor in Castle Rock, Colorado? Falists indexes 7 SEC-registered and state-registered investment advisers in Castle Rock — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $349.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$349.0M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement3 Institutional3

Top advisors in Castle Rock

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

JACKSON CREEK INVESTMENT ADVISORS LLC

Castle Rock, CO

AUM

$349.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

720-826-4102

Full profile Visit site →

THREE PEAKS CAPITAL MANAGEMENT, LLC

Castle Rock, CO

AUM

$222.9M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

4 advisors

Clients

—

Fees

Percentage of AUM

303-221-9480

Full profile Visit site →

FIDELIS WEALTH ADVISORS

Castle Rock, CO

AUM

$210.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

303-800-4683

Full profile Visit site →

JACKSON WEALTH MANAGEMENT, LLC

Castle Rock, CO

AUM

$107.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

303-808-5229

Full profile Visit site →

FUTURE CAPITAL MANAGEMENT INC.

Castle Rock, CO

AUM

$78.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

720-927-3100

Full profile Visit site →

BASELINE GROWTH CAPITAL

Castle Rock, CO

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

720-515-8951

Full profile Visit site →

CIM

Castle Rock, CO

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges · Fixed fees +1 more

7204433879

Full profile Visit site →

More cities in Colorado

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Common questions

How many financial advisors are in Castle Rock, Colorado?: 7 registered investment advisers are listed in our Castle Rock directory, sourced from public SEC filings.
What types of advisors are in Castle Rock?: 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 Castle Rock?: 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.