Colorado · 20 advisers
Financial Advisors in Littleton, Colorado
Looking for a financial advisor in Littleton, Colorado? Falists indexes 20 SEC-registered and state-registered investment advisers in Littleton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $1.14B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
20
With website
17
Largest AUM
$1.14B
Financial planning
13
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Littleton
Ranked by AUM · Fees, team & specialties at a glance
AETHER INVESTMENT PARTNERS, LLC
Littleton, CO
AUM
$1.14B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7209614190
TUCKER ASSET MANAGEMENT LLC
Littleton, CO
AUM
$603.6M
Team
69 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-734-1234
CAPITAL FINANCIAL GROUP, INC.
Littleton, CO
AUM
$237.4M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
303-629-7500
SUMMITPOINT CAPITAL MANAGEMENT
Littleton, CO
AUM
$132.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
7207439440
BRANZAN INVESTMENT ADVISORS, INC.
Littleton, CO
AUM
$114.8M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-292-9224
CDP FINANCIAL GROUP, LLC
Littleton, CO
AUM
$100.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-794-0706
ASSET SOLUTIONS, INC.
Littleton, CO
AUM
$97.7M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
303-932-2288
HEBERT ADVISORY SERVICES INC
Littleton, CO
AUM
$72.4M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
303-986-9110
BERENZ WEALTH MANAGEMENT, LLC
Littleton, CO
AUM
$54.3M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-734-7123
FTN CAPITAL MANAGEMENT
Littleton, CO
AUM
$31.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-885-2034
BZ WEALTH ADVISORS, LLC
Littleton, CO
AUM
$26.0M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2085084070
SPRINCZ ADVISORY GROUP, LLC
Littleton, CO
AUM
$20.4M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
303-779-1188
O'ROURKE FINANCIAL
Littleton, CO
AUM
$14.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-985-4441
ADVANTAGE FINANCIAL SERVICES, INC.
Littleton, CO
AUM
$12.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
720-922-9572
MOGLE FINANCIAL SOLUTIONS
Littleton, CO
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
720-671-0759
SPRINKLE FINANCIAL CONSULTANTS LLC
Littleton, CO
AUM
$926.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(303) 297-2185
WHIPPLEWOOD ADVISORS, LLC
Littleton, CO
AUM
$324.5M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-551-8016
WINDMILLER
Littleton, CO
AUM
$22.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
720-824-1493
More cities in Colorado
Common questions
- How many financial advisors are in Littleton, Colorado?
- 20 registered investment advisers are listed in our Littleton directory, sourced from public SEC filings.
- What types of advisors are in Littleton?
- 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 Littleton?
- 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.