Investment advisers in Lakewood, CO
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Mattern Capital Management, LLC | $1.07 billion | 9 | 0 |
| Bason Asset Management | $848.8 million | 2 | 0 |
| Legacy Wealth Partners, LLC | $646.0 million | 15 | 0 |
| Financial Security Management, Inc | $611.5 million | 7 | 0 |
| Hinds Financial Group Inc | $536.9 million | 10 | 0 |
| Emerald Hill Capital Partners Holdings LLC | $476.0 million | 3 | 0 |
| Bam Wealth Management LLC | $202.0 million | 15 | 0 |
| Innovative Financial, LLC | $105.3 million | 3 | 0 |