AdvisorCensus / Financial advisors / Colorado / Denver, CO / Raymond James & Associates, Inc.
Financial advisors in Denver, CO using Raymond James & Associates, Inc.
4 SEC-registered investment advisory firms headquartered in the Denver, CO metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Elevation Point Wealth Partners, LLC | Denver | SEC-registered investment adviser | Over $5 billion |
| Peak Planning Group, LLC | Centennial | SEC-registered investment adviser | $500 million to $1 billion |
| Shelton Capital Management | Denver | SEC-registered investment adviser | Over $5 billion |
| TRG Investment Advisors, LLC | Denver | SEC-registered investment adviser | $100 million to $500 million |
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. Raymond James & Associates, Inc. nationwide
Cite this page
AdvisorCensus. Financial advisors in Denver, CO using Raymond James & Associates, Inc.. https://advisorcensus.com/advisors/co/denver/custodians/raymond-james-associates https://advisorcensus.com/advisors/co/denver/custodians/raymond-james-associates