Firms by city
Registered investment advisers in Highlands Ranch, CO
6 SEC-registered advisers headquartered in Highlands Ranch, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Semper Augustus Investments Group | Highlands Ranch, CO | $982M |
| Kozak & Tripp Private Asset Management | Highlands Ranch, CO | $813M |
| Rosel Wealth Management | Highlands Ranch, CO | $630M |
| Shenandoah Energy Management | Highlands Ranch, CO | $254M |
| Cedarwood Wealth | Highlands Ranch, CO | $213M |
| Lord and Richards Wealth Management | Highlands Ranch, CO | $129M |
- Headquarters
- Highlands Ranch, CO
- Regulatory AUM
- $982M
- Headquarters
- Highlands Ranch, CO
- Regulatory AUM
- $813M
- Headquarters
- Highlands Ranch, CO
- Regulatory AUM
- $630M
- Headquarters
- Highlands Ranch, CO
- Regulatory AUM
- $254M
- Headquarters
- Highlands Ranch, CO
- Regulatory AUM
- $213M
- Headquarters
- Highlands Ranch, CO
- Regulatory AUM
- $129M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Highlands Ranch on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Colorado.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.