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Top 4 financial advisor firms in Lone Tree

4 SEC-registered financial advisor firms are headquartered in Lone Tree, CO, with $1.36B in combined regulatory assets under management. The largest by assets are A & I Financial Services ($560M), Gallacher Capital Management ($539M) and First Source Investment Partners ($154M).

4
Financial advisor firms
$1.36B
Their combined AUM
$347M
Median firm AUM
1,269
Clients of the top 4

The 4 largest by assets

  1. 1
    A & I Financial Services

    RIA

    $560M

  2. 2
    Gallacher Capital Management

    RIA

    $539M

  3. 3
    First Source Investment Partners

    RIA

    $154M

  4. 4
    Gallacher Capital

    RIA

    $111M

Profiles of the top 4

No. 1 · RIA

A & I Financial Services

A & I Financial Services is an investment adviser based in Lone Tree, CO, registered with the SEC since 2009. 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 $560 million, as filed on 8 April 2026.

A & I Financial Services charges 0.30%–1.50% a year for its Asset Management Services.

Regulatory AUM
$560M
Clients
518
Advisory staff
9
Founded
2009
Fee schedule
0.30% to 1.50% a year
Custodians
Axos Clearing
Headquarters
9605 Kingston Court, Suite 190, Lone Tree, CO 80112
Phone
303-690-5070
Website
assetsandincome.com

No. 2 · RIA

Gallacher Capital Management

Gallacher Capital Management is an investment adviser based in Lone Tree, CO, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $539 million, as filed on 30 March 2026.

Gallacher Capital Management charges up to 1.50% for its Investment Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$539M
Clients
516
Advisory staff
10
Founded
1993
Fee schedule
Up to 1.50%
Custodians
Fidelity, Charles Schwab
Headquarters
10465 Park Meadows DR, #107, Lone Tree, CO 80124
Phone
303-708-1640
Website
gallachercapital.com

No. 3 · RIA

First Source Investment Partners

First Source Investment Partners is an investment adviser based in Lone Tree, CO, registered with the SEC since 2022. 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 $154 million, as filed on 20 March 2026.

First Source Investment Partners charges up to 2.50% a year for its Investment management fees.

Regulatory AUM
$154M
Clients
220
Advisory staff
3
Fee schedule
Up to 2.50% a year
Minimum account
$100,000
Custodians
Fidelity
Headquarters
9380 Station Street, Suite 535, Lone Tree, CO 80124
Phone
303-858-0000

No. 4 · RIA

Gallacher Capital

Gallacher Capital is an investment adviser based in Lone Tree, CO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $111 million, as filed on 8 July 2026.

Regulatory AUM
$111M
Clients
15
Advisory staff
8
Custodians
Charles Schwab
Headquarters
10465 Park Meadows Drive, Suite 107, Lone Tree, CO 80124
Phone
720-739-3930
Website
fwd-wealth.com

Questions about financial advisors in Lone Tree

How many financial advisor firms are headquartered in Lone Tree?

4 SEC-registered financial advisor firms report their principal office in Lone Tree, CO, managing $1.36B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Lone Tree?

A & I Financial Services, with $560M in regulatory assets under management on its latest Form ADV. The next largest are Gallacher Capital Management ($539M) and First Source Investment Partners ($154M).

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

How large is a typical financial advisor firm in Lone Tree?

The median firm manages $347M in regulatory assets. That is the midpoint of the 4 firms headquartered in Lone Tree.

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

How much do financial advisors in Lone Tree charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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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