Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lone Tree, CO
Every SEC-registered investment adviser representative at a firm office in Lone Tree, with the firms that employ the most of them.
746 registered advisors work in Lone Tree; the most are at Charles Schwab & Co., Inc. (468). 0 list the CFP designation and 709 are also registered broker representatives.
Firms with the most advisors in Lone Tree
Advisors in Lone Tree, A to Z (first 300 of 746)
Search all of Colorado →- Jason I. AbarSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ariel AbramovCharles Schwab & Co., Inc.
- Korina L. AdamsCharles Schwab & Co., Inc.
- Brandon AkersSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Joanne E. AllenCharles Schwab & Co., Inc.
- John C. AllenCharles Schwab & Co., Inc.
- Julian AllenCharles Schwab & Co., Inc.
- Joseph AlmonSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Gene H. Almy JrSchwab Wealth Advisory, Inc.
- Stephen B. AlsdorfCetera Investment Advisers LLC
- Taylor J. AndrewsCharles Schwab & Co., Inc.
- Megan Andrews-CovellSchwab Wealth Advisory, Inc.
- Panagiotis AndrianakosSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kyle A. AnglinCharles Schwab & Co., Inc.
- Tracy J. AntonyCharles Schwab & Co., Inc. · Certified Financial Planner
- Tamaran R. AppelbaumCharles Schwab & Co., Inc.
- Andrea Arce GutierrezCharles Schwab & Co., Inc.
- Zachary ArcherCharles Schwab & Co., Inc.
- Loren E. ArchuletaSchwab Wealth Advisory, Inc.
- Sylvia I. ArellanoCharles Schwab & Co., Inc. · Certified Financial Planner
- Amar Arrage ChicoCharles Schwab & Co., Inc.
- Abdul-Jaleel AwiniCharles Schwab & Co., Inc.
- Stefan A. AzcarateSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Courtney C. BabbSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael L. BabbCharles Schwab & Co., Inc.
- Jeffrey L. BaclawskiSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Melia M. BakerSchwab Wealth Advisory, Inc.
- Drew J. BallerCharles Schwab & Co., Inc.
- Branko A. BanicCharles Schwab & Co., Inc.
- Nikko BarelaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Keith E. BartelsCharles Schwab & Co., Inc.
- Enrique BasanezCharles Schwab & Co., Inc.
- Linett A. BatisteSchwab Wealth Advisory, Inc.
- Scott L. BatleyCharles Schwab & Co., Inc.
- Stephen J. BauerSchwab Wealth Advisory, Inc.
- Hunter R. BaumgartnerSchwab Wealth Advisory, Inc.
- Lisanne P. BeardSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew S. BeauregardSchwab Wealth Advisory, Inc.
- Paul J. BeblaviCharles Schwab & Co., Inc.
- Ami L. BeckSchwab Wealth Advisory, Inc.
- Joseph A. BeckCharles Schwab & Co., Inc.
- Sarah T. BeckettCharles Schwab & Co., Inc. · Certified Financial Planner
- John F. BeerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Frank Belfiore LoconteCharles Schwab & Co., Inc.
- Chad BellCharles Schwab & Co., Inc.
- Wayne R. Bellinger IIIOsaic Institutions, Inc.
- Beni G. BenavidezSchwab Wealth Advisory, Inc.
- Omar BenmansourCharles Schwab & Co., Inc. · Certified Financial Planner
- Jason M. BequetteCharles Schwab & Co., Inc.
- Andrew D. BergnerCharles Schwab & Co., Inc.
- Chelsea M. BernardCharles Schwab & Co., Inc.
- Serena S. BetournayCharles Schwab & Co., Inc.
- Mitchell L. BickmireCharles Schwab & Co., Inc. · Certified Financial Planner
- Eric C. BigaCharles Schwab & Co., Inc.
- Kirk A. BjornCharles Schwab & Co., Inc.
- Austin J. BloomCharles Schwab & Co., Inc.
- Tanner BloomerCharles Schwab & Co., Inc.
- Yusuf M. BondaeSchwab Wealth Advisory, Inc.
- Darrin R. BoorCharles Schwab & Co., Inc.
- Daniel T. BorahCharles Schwab & Co., Inc.
- Kristin J. BorinoCharles Schwab & Co., Inc.
- Paul F. Bowen-YehCharles Schwab & Co., Inc.
- Hunter J. BoydCharles Schwab & Co., Inc.
- Matthew J. BradyCharles Schwab & Co., Inc.
- Michael C. BrassellCharles Schwab & Co., Inc.
- Michael E. BrennanSchwab Wealth Advisory, Inc.
- Chase H. BreslawCharles Schwab & Co., Inc. · Certified Financial Planner
- Andrew BrestCharles Schwab & Co., Inc.
- Matthew BrizesCharles Schwab & Co., Inc.
- Karl E. BrockmeierCharles Schwab & Co., Inc.
- Nicholas J. BroetzmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Chase G. BrotenCharles Schwab & Co., Inc.
- James C. BuckleyCharles Schwab & Co., Inc.
- Caleb P. BuddingtonCharles Schwab & Co., Inc.
- Oscar O. BujandaCharles Schwab & Co., Inc.
- Melissa A. BuljungCharles Schwab & Co., Inc.
- Jason E. BullCharles Schwab & Co., Inc.
- Luke J. BumanglagSchwab Wealth Advisory, Inc.
- Kristin C. BundyCharles Schwab & Co., Inc.
- Thomas M. BurnsCharles Schwab & Co., Inc.
- Tiffany M. BurroughsCharles Schwab & Co., Inc.
- Justin B. BurrowCharles Schwab & Co., Inc.
- Kyle C. BuscheCharles Schwab & Co., Inc.
- Cassidy J. ButlerA & I Wealth Management · Certified Financial Planner
- Cole D. ButlerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brendan R. ByrneCharles Schwab & Co., Inc.
- Austin G. CampbellStrategic Advisers LLC · Certified Financial Planner
- Douglas E. CampbellCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Adam L. CanslerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Scott CarmodyStrategic Advisers LLC · Certified Financial Planner
- Andre D. CasaresCharles Schwab & Co., Inc.
- Judson E. CassA & I Wealth Management · Certified Financial Planner
- Savannah L. CasstevensCharles Schwab & Co., Inc.
- Emmanuel CastanedaCharles Schwab & Co., Inc.
- Joseph P. CearleyCharles Schwab & Co., Inc.
- Mark J. Celusniak Jr.Schwab Wealth Advisory, Inc. · Certified Financial Planner
- Brandon Paul S. CepedaCharles Schwab & Co., Inc.
- Georgeen R. CepedaCharles Schwab & Co., Inc.
- Nassiratou D. ChabiSchwab Wealth Advisory, Inc.
- Tyson R. ChaconCharles Schwab & Co., Inc.
- Melody R. ChamberlainSchwab Wealth Advisory, Inc.
- Austin ChambersForward Wealth
- Justin ChangRobinhood Asset Management
- Patricio ChapaStrategic Advisers LLC
- Javier I. Chavez-FernandezCharles Schwab & Co., Inc.
- Thomas W. Chichester IICharles Schwab & Co., Inc.
- William H. ChildsSchwab Wealth Advisory, Inc.
- Christopher ChinnCharles Schwab & Co., Inc. · Certified Financial Planner
- Stephen J. ChoiCharles Schwab & Co., Inc.
- Timothy C. ChommalaCharles Schwab & Co., Inc.
- Brent D. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Bruce D. ClarkCharles Schwab & Co., Inc.
- Michael D. ClarkCharles Schwab & Co., Inc.
- Tammi L. CochraneCharles Schwab & Co., Inc.
- Evan M. CohenCharles Schwab & Co., Inc.
- Matthew D. CollinsSchwab Wealth Advisory, Inc.
- Craig M. CollissonSchwab Wealth Advisory, Inc.
- James F. ColvinCharles Schwab & Co., Inc.
- Jessica M. ConnerCharles Schwab & Co., Inc.
- Ryan S. Connolly3edge Asset Management, LP
- Gayle A. ConradSchwab Wealth Advisory, Inc.
- Mary L. ConroyCharles Schwab & Co., Inc.
- Conor K. CookCharles Schwab & Co., Inc.
- Amy CookeCharles Schwab & Co., Inc.
- Elizabeth R. CookeCharles Schwab & Co., Inc.
- Sebastian C. CoppolaSchwab Wealth Advisory, Inc.
- Colten L. CoreySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Alexander CornellSchwab Wealth Advisory, Inc.
- Michael S. CotterSchwab Wealth Advisory, Inc.
- Joseph A. CouillardSchwab Wealth Advisory, Inc.
- John P. CourierSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Mark C. CourtadCharles Schwab & Co., Inc.
- Claire M. CoxSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mitchel D. CoxCharles Schwab & Co., Inc.
- Jamison CremeansCharles Schwab & Co., Inc.
- Brandi D. CrosbyCharles Schwab & Co., Inc.
- Jayme A. CrossSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nathan J. CrowCharles Schwab & Co., Inc.
- Brian E. CrumeCharles Schwab & Co., Inc. · Certified Financial Planner
- Connor P. CunninghamCharles Schwab & Co., Inc.
- Timothy J. CunninghamSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Gary A. Cusack Jr.Charles Schwab & Co., Inc.
- Blake A. Dale EalumCharles Schwab & Co., Inc.
- Richard H. DavidianSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Megan R. Davidson SmithCharles Schwab & Co., Inc.
- Robert R. DaviesCharles Schwab & Co., Inc.
- Brooke A. DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul J. DavisCharles Schwab & Co., Inc.
- Scott R. DavisCharles Schwab & Co., Inc.
- Travis J. DavisSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael S. DebordCharles Schwab & Co., Inc.
- Eric D. DecuyperCharles Schwab & Co., Inc.
- John DeloeraCharles Schwab & Co., Inc.
- Peter M. DenneeCharles Schwab & Co., Inc.
- John D. DetterickCharles Schwab & Co., Inc.
- Alexander R. Dew-MerriexCharles Schwab & Co., Inc.
- Gregory A. DexterTier One Wealth Management
- Charles P. DiekmannSchwab Wealth Advisory, Inc.
- Zoe A. DierksCharles Schwab & Co., Inc.
- Robert P. DilauraSchwab Wealth Advisory, Inc.
- Jenna M. DillenburgCharles Schwab & Co., Inc.
- Nicholas J. DillerCharles Schwab & Co., Inc.
- Jill L. DitterGallacher Capital Management, LLC · Certified Financial Planner
- Scott A. DittrichCharles Schwab & Co., Inc.
- Richard D. DivineCharles Schwab & Co., Inc.
- Christine A. DoironCharles Schwab & Co., Inc.
- Grady DokSchwab Wealth Advisory, Inc.
- Katelyn M. DolsonCharles Schwab & Co., Inc.
- Jake DonahueSchwab Wealth Advisory, Inc.
- William G. DonohueCharles Schwab & Co., Inc.
- Alison P. DooherCharles Schwab & Co., Inc.
- Benjamin G. DouglassCharles Schwab & Co., Inc.
- Scott DouglassCharles Schwab & Co., Inc.
- Keith C. DraehnCharles Schwab & Co., Inc.
- Tanner J. DreilingCharles Schwab & Co., Inc.
- Eric M. DronenCharles Schwab & Co., Inc.
- Olivia M. DudleySchwab Wealth Advisory, Inc.
- Alan D. DuffCharles Schwab & Co., Inc.
- Andrew E. DugganCharles Schwab & Co., Inc. · Certified Financial Planner
- Scott H. DulgarianCharles Schwab & Co., Inc.
- Nathan M. DunnSchwab Wealth Advisory, Inc.
- Tyler P. DunnCharles Schwab & Co., Inc.
- Chi K. DuongSchwab Wealth Advisory, Inc.
- Khoi DuongCharles Schwab & Co., Inc.
- Mercedez L. DuongSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Sean P. DurkinEdward Jones
- Yavuz EdguCharles Schwab & Co., Inc.
- Caroline E. EhlersCharles Schwab & Co., Inc.
- Tanya L. EllingSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alexander C. EllingboeSchwab Wealth Advisory, Inc.
- Colleen E. EllingboeSchwab Wealth Advisory, Inc.
- Kylie A. ElliottCharles Schwab & Co., Inc.
- Toni J. ElliottCharles Schwab & Co., Inc.
- Kevin R. EnglandTier One Wealth Management · Certified Financial Planner
- Jonathan G. EnglertCharles Schwab & Co., Inc.
- Oliver M. EngquistCharles Schwab & Co., Inc.
- Luke R. EppleSchwab Wealth Advisory, Inc.
- Jacob EuniceSchwab Wealth Advisory, Inc.
- Ethan EvjenCharles Schwab & Co., Inc.
- Branden C. FairclothCharles Schwab & Co., Inc.
- Jacob FalboCharles Schwab & Co., Inc.
- Jessica M. FaleaoSchwab Wealth Advisory, Inc.
- Theodore M. FallSchwab Wealth Advisory, Inc.
- Andrew W. FeeneySchwab Wealth Advisory, Inc.
- Scott B. FellowsSchwab Wealth Advisory, Inc.
- Chase D. FerdinandsenCharles Schwab & Co., Inc.
- Christopher R. FergusonCharles Schwab & Co., Inc.
- Brayan Fernandez MontenegroSchwab Wealth Advisory, Inc.
- Christopher J. Fernon Jr.Schwab Wealth Advisory, Inc.
- Kyle J. FerrareSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jesus A. Fierro PonceCharles Schwab & Co., Inc. · Certified Financial Planner
- Andrea FloodStrategic Advisers LLC
- Max R. FloresCharles Schwab & Co., Inc.
- Robert L. FoltzCharles Schwab & Co., Inc.
- Thomas A. FrancoCharles Schwab & Co., Inc.
- Karl F. FrankGeneos Wealth Management, Inc. · Certified Financial Planner
- Stacey K. FrankA & I Wealth Management
- Jessica J. FranksCharles Schwab & Co., Inc.
- Brittany D. FrazierCharles Schwab & Co., Inc.
- Eric R. FredricksonCharles Schwab & Co., Inc.
- Michael FreedCharles Schwab & Co., Inc.
- William A. FreemanCharles Schwab & Co., Inc.
- Edward G. FreygangCharles Schwab & Co., Inc.
- Blair A. FrielCharles Schwab & Co., Inc.
- Jonathan P. FritscheSchwab Wealth Advisory, Inc.
- Edmundo G. FuentesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Greg A. FulkersonCharles Schwab & Co., Inc.
- Karen GalbraithCharles Schwab & Co., Inc.
- Kevin E. GallacherGallacher Capital Management, LLC
- Suzanne M. GallegosCharles Schwab & Co., Inc.
- Sean M. GallupCharles Schwab & Co., Inc.
- Corban GambleCharles Schwab & Co., Inc.
- Jacob C. GarciaSchwab Wealth Advisory, Inc.
- Mikel GardnerCharles Schwab & Co., Inc.
- Elizabeth A. GarmatzSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jason D. GarriottCharles Schwab & Co., Inc.
- Tyler N. GatlinSchwab Wealth Advisory, Inc.
- Tristyn GebhardtCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Chelsea W. GeganCharles Schwab & Co., Inc.
- Matthew G. GehringSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Connor GianoliSchwab Wealth Advisory, Inc.
- Joseph GibalskiSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jennifer N. GilbertCharles Schwab & Co., Inc.
- Kristi A. GillilandCharles Schwab & Co., Inc.
- Jeremy M. GlassSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Timothy J. GlassCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Matthew D. GleisnerCharles Schwab & Co., Inc.
- Andrew S. GlennCharles Schwab & Co., Inc.
- Luke R. GoerdtCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Cameron J. GonzalesCharles Schwab & Co., Inc.
- Juan C. Gonzalez VillalobosSchwab Wealth Advisory, Inc.
- John M. GoochSchwab Wealth Advisory, Inc.
- Wendy A. GrallCharles Schwab Investment Management, Inc.
- Rebecca L. GrantCharles Schwab & Co., Inc.
- Adam R. GrayCharles Schwab & Co., Inc.
- Alexander GreaniasCharles Schwab & Co., Inc.
- Jack T. GreenagelSchwab Wealth Advisory, Inc.
- Kahle D. GreenfieldCharles Schwab & Co., Inc.
- Joshua K. GreenwayCharles Schwab & Co., Inc.
- Matthew A. GrinewichCharles Schwab & Co., Inc.
- Adriana G. GuezCharles Schwab & Co., Inc.
- Marcia K. HackettCharles Schwab & Co., Inc.
- Bradley C. HallSchwab Wealth Advisory, Inc.
- Mary H. HamblinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Luke C. HannaSchwab Wealth Advisory, Inc.
- Margo J. HanschkeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Gabriel S. HanselmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Chad M. HarmonGeneos Wealth Management, Inc.
- Angelo N. Harper-RiberaSchwab Wealth Advisory, Inc.
- Steven G. HartCharles Schwab & Co., Inc.
- Benjamin J. HarveyCharles Schwab & Co., Inc.
- Mercedes M. HauckCharles Schwab & Co., Inc.
- Tyler N. HautamaaCharles Schwab & Co., Inc.
- Andrew W. HayesCharles Schwab & Co., Inc.
- Brian HayesCharles Schwab & Co., Inc.
- Kevin HealySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Stefan M. HeatonSchwab Wealth Advisory, Inc.
- Mason M. HebertSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Camden L. HeckCharles Schwab & Co., Inc.
- Devin S. HeitmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Daniel L. HellmanCharles Schwab & Co., Inc.
- Morgan R. HemauerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jeremy O. HendersonCharles Schwab & Co., Inc.
- Troy S. HeningtonHenington Group Ria LLC
- Kyler M. HenselCharles Schwab & Co., Inc.
- Justin Angelo Q. HeringerCharles Schwab & Co., Inc.
- Mikayla R. HermanCharles Schwab & Co., Inc.
- Alexandria R. HernandezCharles Schwab & Co., Inc.
- Marina R. HernandezCharles Schwab & Co., Inc.
- Ethan M. HervolSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Braydan D. HiebertSchwab Wealth Advisory, Inc.
- Johnathan L. HillierCharles Schwab & Co., Inc.
- Anthony HincyCharles Schwab & Co., Inc.
- Jerry HoCharles Schwab & Co., Inc.
- An T. HoangCharles Schwab & Co., Inc.
- Brandon C. HoffSchwab Wealth Advisory, Inc.
- John HoffmanSchwab Wealth Advisory, Inc.
- Kevin S. HogueSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Reed R. HogueEvercurrent Wealth Management
- Jefferson HolguinCharles Schwab & Co., Inc.
Other cities in Colorado
All of Colorado →Denver 2,665Greenwood Village 1,996Colorado Springs 1,012Boulder 459Littleton 321Lakewood 308Fort Collins 304Centennial 254Englewood 242Aurora 185Highlands Ranch 165Parker 151Loveland 139Broomfield 131Westminster 129Castle Rock 117Golden 114Grand Junction 104Arvada 88Durango 86Louisville 77Longmont 74Greeley 71Glendale 67
Questions
How many financial advisors are in Lone Tree, CO?
746 investment adviser representatives are registered at firm offices in Lone Tree, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 709 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Lone Tree?
Charles Schwab & Co., Inc., with 468 registered advisors in Lone Tree, followed by Schwab Wealth Advisory, Inc. with 204.
How do I check a financial advisor in Lone Tree?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.