City
Wealth management firms in Lakewood, Colorado
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Lakewood, Colorado reported $4.2 billion in regulatory assets under management; the largest by assets was Mattern Capital Management, LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $4.2 billion
- Average per firm
- $277.2 million
- SEC-registered, of those listed
- 7 of 15 (46.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mattern Capital Management, LLC | SEC | $1.1 billion | 1,244 |
| 2 | Bason Asset Management | SEC | $848.8 million | 840 |
| 3 | Legacy Wealth Partners, LLC | SEC | $646.0 million | 2,028 |
| 4 | Financial Security Management, Inc | SEC | $611.5 million | 2,691 |
| 5 | Hinds Financial Group Inc | SEC | $536.9 million | 629 |
| 6 | Bam Wealth Management LLC | SEC | $202.0 million | 839 |
| 7 | Innovative Financial, LLC | SEC | $105.3 million | 85 |
| 8 | Normandy Capital Management, LLC | State | $67.9 million | 183 |
| 9 | Kindred Financial LLC | State | $25.5 million | 148 |
| 10 | Alignpoint Wealth | State | $17.9 million | 90 |
| 11 | Premier Wealth Solutions, LLC | State | $17.3 million | 35 |
| 12 | Jkay Securities Corporation | State | $2.1 million | 21 |
| 13 | Proper Money Management LLC | State | $1.7 million | 11 |
| 14 | Ironfjord Wealth Management | State | $1.6 million | 21 |
| 15 | Foothills Investments, L.L.C. | State | $0 | 0 |
Wealth management firms 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.