Best Financial Advisors in LAKEWOOD, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LAKEWOOD
INNOVATIVE FINANCIAL, LLC
LAKEWOOD, CO · Since 2026
LEGACY WEALTH PARTNERS, LLC
LAKEWOOD, CO · Since 2025
HINDS FINANCIAL GROUP INC
LAKEWOOD, CO · Since 2004
FINANCIAL SECURITY MANAGEMENT, INC
LAKEWOOD, CO · Since 2015
BASON ASSET MANAGEMENT
LAKEWOOD, CO · Since 2016
EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC
LAKEWOOD, CO · Since 2018
MATTERN CAPITAL MANAGEMENT, LLC
LAKEWOOD, CO · Since 2019
BAM WEALTH MANAGEMENT LLC
LAKEWOOD, CO · Since 2025
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 LAKEWOOD?
The median advisory fee in LAKEWOOD, CO is 0.95% of assets under management per year, based on Form ADV filings from 8 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.