Investment advisers in Highlands Ranch, CO
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Semper Augustus Investments Group LLC | $982.2 million | 9 | 0 |
| Kozak & Tripp Private Asset Management, Inc. | $813.4 million | 10 | 3 |
| Rosel Wealth Management, LLC | $630.2 million | 4 | 0 |
| Shenandoah Energy Management, LLC | $253.9 million | 12 | 0 |
| Cedarwood Wealth | $213.4 million | 3 | 0 |
| Lord and Richards | $128.8 million | 18 | 0 |