Best Financial Advisors in LONE TREE, Colorado
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LONE TREE
TIER ONE WEALTH MANAGEMENT
LONE TREE, CO · Since 2022
FORWARD WEALTH
LONE TREE, CO · Since 2026
AQI
LONE TREE, CO · Since 2026
GALLACHER CAPITAL MANAGEMENT, LLC
LONE TREE, CO · Since 2007
A & I WEALTH MANAGEMENT
LONE TREE, CO · Since 2009
GBG WEALTH MANAGEMENT LLC
LONE TREE, CO · Since 2024
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 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.