Best Financial Advisors in LONE TREE, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$539M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in LONE TREE
#1
100
TIER ONE WEALTH MANAGEMENT
LONE TREE, CO · Since 2022
$154M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
FORWARD WEALTH
LONE TREE, CO · Since 2026
$0 AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
100
AQI
LONE TREE, CO · Since 2026
$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
GALLACHER CAPITAL MANAGEMENT, LLC
LONE TREE, CO · Since 2007
$539M AUM10 clientsFee: 0%
FiduciaryFee-Only
#5
95
GBG WEALTH MANAGEMENT LLC
LONE TREE, CO · Since 2024
$24M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
92
A & I WEALTH MANAGEMENT
LONE TREE, CO · Since 2009
$560M AUM9 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 LONE TREE?
The median advisory fee in LONE TREE, CO is 0.95% of assets under management per year, based on Form ADV filings from 6 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.