Top 3 financial advisor firms in Golden

3 SEC-registered financial advisor firms are headquartered in Golden, CO, with $5.73B in combined regulatory assets under management. The largest by assets are Western Wealth Management ($5.36B), Gilpin Wealth Management ($227M) and TrailWise Financial Partners ($145M).

3
Financial advisor firms: $5.73B
Their combined AUM: $227M
Median firm AUM: 11,647
Clients of the top 3

The 3 largest by assets

1
Western Wealth Management
RIA
$5.36B
Up to 3.00% a year
2
Gilpin Wealth Management
RIA
$227M
0.50% to 1.25% a year
3
TrailWise Financial Partners
RIA
$145M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Western Wealth Management

Western Wealth Management is an investment adviser based in Golden, CO, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.36 billion, as filed on 9 June 2026.

Western Wealth Management charges up to 3.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $5.36B
Clients: 11,253
Advisory staff: 95
Fee schedule: Up to 3.00% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 14143 Denver Pkwy.,, Ste 450, Golden, CO 80401
Phone: 303-393-2404
Website: westernwealthmgmt.net

No. 2 · RIA

Gilpin Wealth Management

Gilpin Wealth Management is an investment adviser based in Golden, CO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $227 million, as filed on 16 March 2026.

Gilpin Wealth Management charges 0.50%–1.25% a year for its Portfolio management.

Regulatory AUM: $227M
Clients: 191
Advisory staff: 4
Founded: 2020
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 16398 West 51st Lane, Golden, CO 80403
Phone: 720-893-2800
Website: gilpinwealth.com

No. 3 · RIA

TrailWise Financial Partners

TrailWise Financial Partners is an investment adviser based in Golden, CO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $145 million, as filed on 1 April 2026.

Regulatory AUM: $145M
Clients: 203
Advisory staff: 4
Custodians: LPL Financial
Headquarters: 1536 Cole Boulevard, Suite 205, Golden, CO 80401
Phone: 720-463-2850
Website: trailwisefp.com

Questions about financial advisors in Golden

How many financial advisor firms are headquartered in Golden?

3 SEC-registered financial advisor firms report their principal office in Golden, CO, managing $5.73B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Golden?

Western Wealth Management, with $5.36B in regulatory assets under management on its latest Form ADV. The next largest are Gilpin Wealth Management ($227M) and TrailWise Financial Partners ($145M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Golden?

The median firm manages $227M in regulatory assets. That is the midpoint of the 3 firms headquartered in Golden.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Golden?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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