SEC-registered investment advisers in Lone Tree
5 SEC-registered investment advisers are headquartered in Lone Tree, CO, with $1.47B in combined regulatory assets under management. 4 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 5
- Investment advisers
- $1.47B
- Combined regulatory AUM
- 4
- Financial advisor firms
All 5 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| A & I Financial Services | RIA | $560M |
| Gallacher Capital Management | RIA | $539M |
| First Source Investment Partners | RIA | $154M |
| Gallacher Capital | RIA | $111M |
| Applied Quantitative Investments | Asset manager | $108M |
Lone Tree at a glance
Advisers headquartered here, by type
5
advisers
- Financial advisor firms (RIAs)$1.36B regulatory AUM4 (80%)
- Institutional managers$108M regulatory AUM1 (20%)
Other cities in Colorado
- Denver135
- Greenwood Village37
- Colorado Springs24
- Boulder23
- Englewood14
- Centennial11
- Fort Collins8
- Lakewood8
- Littleton8
- Highlands Ranch6
- Broomfield5
- Durango5