City
Wealth management firms in Lone Tree, Colorado
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Lone Tree, Colorado reported $1.6 billion in regulatory assets under management; the largest by assets was A & I Wealth Management, with $560.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $142.9 million
- SEC-registered, of those listed
- 5 of 11 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | A & I Wealth Management | SEC | $560.0 million | 1,683 |
| 2 | Gallacher Capital Management, LLC | SEC | $539.0 million | 1,340 |
| 3 | Tier One Wealth Management | SEC | $154.0 million | 461 |
| 4 | Forward Wealth | SEC | $111.1 million | 79 |
| 5 | Foxstone Financial | State | $79.8 million | 564 |
| 6 | Henington Group RIA LLC | State | $62.4 million | 141 |
| 7 | Stonebridge Financial Solutions, Inc | State | $41.7 million | 281 |
| 8 | GBG Wealth Management LLC | SEC | $23.8 million | 89 |
| 9 | Evercurrent Wealth Management | State | $0 | 0 |
| 10 | Integrated Wealth Strategies | State | $0 | 0 |
| 11 | Wapg, LLC | 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.