Best Financial Advisors in CASTLE ROCK, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$223M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in CASTLE ROCK
#1
100
FIDELIS WEALTH ADVISORS
CASTLE ROCK, CO · Since 2021
$210M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
JACKSON CREEK INVESTMENT ADVISORS LLC
CASTLE ROCK, CO · Since 2020
$349M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
JACKSON WEALTH MANAGEMENT, LLC
CASTLE ROCK, CO · Since 2026
$107M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
THREE PEAKS CAPITAL MANAGEMENT, LLC
CASTLE ROCK, CO · Since 2003
$223M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.