Falists

Colorado · 10 advisers

Financial Advisors in Lone Tree, Colorado

Looking for a financial advisor in Lone Tree, Colorado? Falists indexes 10 SEC-registered and state-registered investment advisers in Lone Tree — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $560.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

8

Largest AUM

$560.0M

Financial planning

7

Filter by specialty

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

AllWealth8Planning7Trusts7Retirement5Institutional5

Top advisors in Lone Tree

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

View all 10 →

More cities in Colorado

Denver (389)Greenwood Village (65)Boulder (60)Colorado Springs (59)Englewood (28)Fort Collins (28)Centennial (20)Littleton (20)Lakewood (14)Highlands Ranch (12)Durango (11)Louisville (11)

Common questions

How many financial advisors are in Lone Tree, Colorado?
10 registered investment advisers are listed in our Lone Tree directory, sourced from public SEC filings.
What types of advisors are in Lone Tree?
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 Lone Tree?
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.