RIAs in Lakewood, Colorado
Explore 8 RIAs headquartered in Lakewood, with $4.5B in combined reported AUM.
RIAs8Headquartered here
Total AUM$4.5BReported regulatory AUM
Total Employees64Reported by these RIAs
% of Total State AUM0.3%% Of total State AUM Reported
All RIAs in Lakewood
8 RIAsShowing 1–8 of 8 RIAs
Mattern Capital Management, LLC
LAKEWOOD, COReported AUM$1.1B
Employees9
23.9% of city AUMView RIA ↗
Bason Asset Management
LAKEWOOD, COReported AUM$848.8M
Employees2
18.9% of city AUMView RIA ↗
Legacy Wealth Partners, LLC
LAKEWOOD, COReported AUM$646M
Employees15
14.4% of city AUMView RIA ↗
Financial Security Management, Inc
LAKEWOOD, COReported AUM$611.5M
Employees7
13.6% of city AUMView RIA ↗
Hinds Financial Group Inc
LAKEWOOD, COReported AUM$536.9M
Employees10
11.9% of city AUMView RIA ↗
Emerald Hill Capital Partners Holdings LLC
LAKEWOOD, COReported AUM$476M
Employees3
10.6% of city AUMView RIA ↗
Bam Wealth Management LLC
LAKEWOOD, COReported AUM$202M
Employees15
4.5% of city AUMView RIA ↗
Innovative Financial, LLC
LAKEWOOD, COReported AUM$105.3M
Employees3
2.3% 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.