Best Financial Advisors in CASTLE ROCK, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CASTLE ROCK
JACKSON CREEK INVESTMENT ADVISORS LLC
CASTLE ROCK, CO · Since 2020
FIDELIS WEALTH ADVISORS
CASTLE ROCK, CO · Since 2021
JACKSON WEALTH MANAGEMENT, LLC
CASTLE ROCK, CO · Since 2026
THREE PEAKS CAPITAL MANAGEMENT, LLC
CASTLE ROCK, CO · Since 2003
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CASTLE ROCK?
The median advisory fee in CASTLE ROCK, CO is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.