RIAs in Castle Rock, Colorado
Explore 4 RIAs headquartered in Castle Rock, with $889.3M in combined reported AUM.
RIAs4Headquartered here
Total AUM$889.3MReported regulatory AUM
Total Employees17Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Castle Rock
4 RIAsShowing 1–4 of 4 RIAs
Jackson Creek Investment Advisors LLC
CASTLE ROCK, COReported AUM$349M
Employees6
39.2% of city AUMView RIA ↗
Three Peaks Capital Management, LLC
CASTLE ROCK, COReported AUM$222.9M
Employees5
25.1% of city AUMView RIA ↗
Fidelis Wealth Advisors
CASTLE ROCK, COReported AUM$210.4M
Employees5
23.7% of city AUMView RIA ↗
Jackson Wealth Management, LLC
CASTLE ROCK, COReported AUM$107M
Employees1
12.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.