Colorado · 8 advisers
Financial Advisors in Parker, Colorado
Looking for a financial advisor in Parker, Colorado? Falists indexes 8 SEC-registered and state-registered investment advisers in Parker — 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 $60.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
7
Largest AUM
$60.6M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Parker
Ranked by AUM · Fees, team & specialties at a glance
CONEXUS CAPITAL MANAGEMENT, LLC
Parker, CO
AUM
$60.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-443-7940
TEN TALENTS FINANCIAL PLANNING LLC
Parker, CO
AUM
$50.5M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(720) 710-0939
OATLEY & DIAK, LLC.
Parker, CO
AUM
$30.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-221-1900
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
+1 720 236 8826
SHOKOHI WEALTH MANAGEMENT GROUP LLC
Parker, CO
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
303-210-2607
More cities in Colorado
Common questions
- How many financial advisors are in Parker, Colorado?
- 8 registered investment advisers are listed in our Parker directory, sourced from public SEC filings.
- What types of advisors are in Parker?
- 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 Parker?
- 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.