Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Castle Rock, CO

Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Castle Rock, A to Z.

The short answer

24 registered advisors work at Strategic Advisers LLC in Castle Rock, out of 15,449 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 23 are also registered broker representatives.

Strategic Advisers LLC advisors in Castle Rock, A to Z

Every Strategic Advisers LLC advisor →

Strategic Advisers LLC advisors in other cities

Salt Lake City, UT 634Jacksonville, FL 628Covington, KY 579Merrimack, NH 563Westlake, TX 481Greenwood Village, CO 378Durham, NC 235Cincinnati, OH 196Denver, CO 184Boston, MA 155Houston, TX 141New York, NY 140Fort Worth, TX 134San Diego, CA 112Chicago, IL 95

Other firms in Castle Rock

All Castle Rock advisors →

Edward Jones 9LPL Financial LLC 7Future Capital Management Inc. 4Jackson Creek Investment Advisors LLC 4Clarus Wealth Advisors, LLC 3J.P. Morgan Securities LLC 3Raymond James Financial Services Advisors, Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Strategic Advisers LLC have in Castle Rock?

24 investment adviser representatives are registered at Strategic Advisers LLC offices in Castle Rock, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 1 list the CFP designation and 23 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Castle Rock?

Strategic Advisers LLC ranks number 1 in Castle Rock by registered advisors, ahead of Edward Jones (9).

How do I check a Strategic Advisers LLC advisor in Castle Rock?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Strategic Advisers LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.