AdvisorCensus / Financial advisors / Colorado / Denver, CO / LPL Financial LLC
Financial advisors in Denver, CO using LPL Financial LLC
9 SEC-registered investment advisory firms headquartered in the Denver, CO metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alpha Capital Management Group LLC | Denver | SEC-registered investment adviser | $500 million to $1 billion |
| Capital Financial Group, Inc. | Littleton | SEC-registered investment adviser | $100 million to $500 million |
| Collier Financial, Inc | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Denver Wealth Management, Inc. | Denver | SEC-registered investment adviser | $500 million to $1 billion |
| Dodds Wealth, LLC | Greenwood Village | SEC-registered investment adviser | $500 million to $1 billion |
| Higgins & Schmidt Wealth Strategies LLC | Denver | SEC-registered investment adviser | $100 million to $500 million |
| Marshall Investment Management, LLC | Greenwood Village | SEC-registered investment adviser | $100 million to $500 million |
| Trailwise Financial Partners, LLC | Golden | SEC-registered investment adviser | $100 million to $500 million |
| Western Wealth Management LLC | Golden | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Denver, CO using LPL Financial LLC. https://advisorcensus.com/advisors/co/denver/custodians/lpl-financial https://advisorcensus.com/advisors/co/denver/custodians/lpl-financial