City
Independent RIAs in Castle Pines, Colorado
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Castle Pines, Colorado reported $215.5 million in regulatory assets under management; the largest by assets was Wealth Management Consultants L.L.C., with $98.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $215.5 million
- Average per firm
- $30.8 million
- SEC-registered, of those listed
- 0 of 7 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealth Management Consultants L.L.C. | State | $98.8 million | 19 |
| 2 | Sky Ridge Wealth Management LLC | State | $33.3 million | 66 |
| 3 | Evergreen Investing, LLC | State | $31.3 million | 100 |
| 4 | Platte West Wealth Management, LLC | State | $25.5 million | 72 |
| 5 | Mark P. Shively | State | $9.1 million | 39 |
| 6 | Reliant Capital Management, LLC | State | $8.8 million | 12 |
| 7 | Fiduciary Counsel, Inc. | State | $8.8 million | 54 |
Independent RIAs in Colorado, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.