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AdvisorCheck > By State > Colorado > Centennial

Top Financial Advisors in Centennial, Colorado

Finding the right financial advisor in Centennial is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Centennial, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Centennial, CO.


Find the Best Financial Advisor Firms in Centennial:

GPS WEALTH STRATEGIES GROUP, LLC

CRD#: 285507

RIA

Address: 6484 South Quebec Street, Centennial, CO 80111

Clients: 2,197

Average Clients per Advisor: 84

AUM: $ 1.4B

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SCHAEFER FINANCIAL MANAGEMENT, INC.

CRD#: 110110

RIA

Address: 7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108

Clients: 233

Average Clients per Advisor: 33

AUM: $ 979M

PEAK PLANNING GROUP, LLC

CRD#: 289891

RIA

Address: 5975 South Quebec Street Suite 310, Centennial, CO 80111

Clients: 509

Average Clients per Advisor: 101

AUM: $ 651M

FFG RETIREMENT COUNSELING

CRD#: 308305

RIA

Address: 5975 South Quebec Street Suite 130, Centennial, CO 80111

Clients: 99

Average Clients per Advisor: 49

AUM: $ 203M

JHP WEALTH MANAGEMENT, LLC

CRD#: 298784

RIA

Address: 6500 S Quebec St #215, Centennial, CO 80111

Clients: 64

Average Clients per Advisor: 64

AUM: $ 192M

PALLER FINANCIAL SERVICES, INC.

CRD#: 161531

RIA

Address: 9000 E Nichols Avenue #120, Centennial, CO 80112

Clients: 106

Average Clients per Advisor: 53

AUM: $ 147M

How We Chose the Top Financial Advisors in Centennial, Colorado

To create this list of top financial advisor firms in Centennial, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Centennial has to offer.

Search Financial Advisors in Centennial, Colorado


Name or CRD#
Location:
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Craig Stuart Johlfs
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Craig Stuart Johlfs

Craig Johlfs
IAR
RR
CRD#: 5267609
CFP®: Certified Financial Planner
Location:
Greenwood Village, CO 80111
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
19 years
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Ralph Milburn Jones JR
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Ralph Milburn Jones JR

Ralph Milburn Jones
IAR
RR
CRD#: 860887
Location:
Denver, CO 80209
Company:
OPPENHEIMER & CO. INC.
Disclosures:
Experience:
47 years
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Lorie Chantelle Jones
AdvisorCheck Check Mark

Lorie Chantelle Jones

Lorie C Hanks, Lorie Chantelle Hanks, Lorie C. Jones
IAR
CRD#: 6496668
CFP®: Certified Financial Planner
Location:
Greenwood Village, CO 80111
Company:
TANDEM FINANCIAL, LLC
Disclosures:
Experience:
10 years
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Jordan Mark Dechtman

Jordan Mark Dechtman

Jordan M Dechtman, Jordan Mark Dechtman
IAR
RR
CRD#: 1516831
Location:
Centennial, CO 80111
Company:
HIGHTOWER ADVISORS, LLC
Disclosures:
Experience:
35 years
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David Mccoll Young

David Mccoll Young

IAR
RR
CRD#: 1537302
CFP®: Certified Financial Planner
Location:
Denver, CO 80202
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
39 years
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Jennifer Lucille Pierce

Jennifer Lucille Pierce

Jennifer Lucille Mcmahan, Jennifer Lucille Pendleton
IAR
RR
CRD#: 1302192
CFA: Chartered Financial Analyst
Location:
Denver, CO 80202
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
27 years
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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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